
EU negotiators agreed to phase out palm oil use in transport fuels by 2030, with use capped at 2019 levels until 2023. The move sets up a dispute with Malaysia and Indonesia, the two producers that account for nearly 90% of global palm output.
A scheduled end to palm biofuel demand in the EU reduces long-term palm demand and shifts biodiesel feedstock toward rapeseed and soyoil.
在过去 400 次看跌的政策事件之后,棕榈油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.3% 至 +1.1%),20 个交易日内为 +0.2%。
在过去 842 次看涨的政策事件之后,豆油 在 5 个交易日内中位数变动 +0.2%(52% 上涨;中间一半区间为 -1.6% 至 +2.1%),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。
The same EU palm oil phase-out news and the trade clash with Malaysia and Indonesia add to vegetable oil market uncertainty on the day, with a limited direct link to soybean oil.