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Lipsa's September 2024 report says the US weather has been favourable for soybeans while adverse conditions persist for Canadian canola and Black Sea sunflower. Heat and drought in Russia, Ukraine and Eastern Europe have caused irreversible sunflower damage, with at least 3.6 MnT lost in the last two months.
It also notes Indonesia's planned 40% palm biodiesel blend, which would add 3-4 MnT of domestic demand.
Sunflower seed losses in the Black Sea tighten global vegetable oil supply and support sunflower meal and palm oil prices. The Indonesian biodiesel mandate would absorb more palm oil, supporting prices.
lipsa.es2024年9月3日历史可比事件尚不足，暂无法给出历史解读。
在过去 181 次看涨的天气事件之后，棕榈油 在 5 个交易日内中位数变动 +0.5%（56% 上涨；中间一半区间为 -0.9% 至 +1.9%），20 个交易日内为 +0.3%。
历史可比事件尚不足，暂无法给出历史解读。
在过去 184 次看涨的天气事件之后，豆油 在 5 个交易日内中位数变动 +0.3%（53% 上涨；中间一半区间为 -1.9% 至 +2.4%），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。
Sunflower crop losses from Black Sea drought and Canadian canola problems tighten competing vegetable oil supply, while Indonesia's planned B40 biodiesel adds palm demand, bullish for palm.
