Malaysia's CPO production fell 16.6% year-on-year to 1.54 million tonnes in November, with Sarawak's output down 17.8% month-on-month. BIMB Securities expects lower output and stockpiles, along with a rally in soyoil prices, to keep palm oil prices elevated.
Lower Malaysian palm oil output tightens global vegetable oil supply, supporting palm and soy oil prices and raising the cost of fats used in feed.
在过去 149 次看涨的报告事件之后,棕榈油 在 5 个交易日内中位数变动 +0.5%(57% 上涨;中间一半区间为 -1.1% 至 +1.8%),20 个交易日内为 +0.8%。
在过去 296 次看涨的报告事件之后,豆油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.8% 至 +2.0%),20 个交易日内为 -0.5%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。
A 16.6% year-on-year drop in Malaysian November output and lower stockpiles tightened supply, supporting higher prices into year-end.
A 16.6% year-on-year drop in Malaysian output, lower stockpiles and a soyoil rally tighten palm supply and support prices heading into the move.