
Malaysian palm oil futures slipped on March 28, 2022, as crude oil fell after China announced a nine-day lockdown of Shanghai. Malaysian palm exports for March 1-25 fell 5% from February, and MPOC forecast a small rise in 2022 global palm output.
Lower crude and weaker China fuel demand reduce palm's biodiesel appeal and cut vegetable oil demand, pressuring palm prices. Tight South American soybean supply and Black Sea sunflower bottlenecks provide some offset.
在过去 12 次看跌的地缘政治事件之后,棕榈油 在 5 个交易日内中位数变动 -4.5%(17% 上涨;中间一半区间为 -5.9% 至 -2.3%),20 个交易日内为 -6.2%。
在过去 255 次看跌的地缘政治事件之后,原油(WTI) 在 5 个交易日内中位数变动 -2.4%(31% 上涨;中间一半区间为 -7.0% 至 +1.7%),20 个交易日内为 -5.0%。
历史可比事件尚不足,暂无法给出历史解读。
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。
On March 28 palm slipped as crude fell on the Shanghai lockdown (demand risk) and March exports weakened, adding to downward pressure.
On Mar 28 palm slipped as crude fell on Shanghai lockdown (demand fears) and weak early-March exports, starting the week's selloff.
Crude fell on March 28 after Shanghai's lockdown announcement, a demand-side concern that fed the window's decline.