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Palm oil demand is expected to stay robust through October as China and India rebuild low inventories ahead of the Mid-Autumn and Diwali festivals. Analysts expect October exports to rise 10-13%, though a narrow $80-90/tonne discount to soyoil could limit demand growth.
Strong restocking by the two largest buyers supports palm oil prices, while the narrow discount to soyoil creates a risk that buyers switch to soy oil.
在过去 133 次看涨的贸易事件之后,棕榈油 在 5 个交易日内中位数变动 +0.7%(64% 上涨;中间一半区间为 -0.8% 至 +2.3%),20 个交易日内为 +1.7%。
在过去 81 次中性的贸易事件之后,豆油 在 5 个交易日内中位数变动 +0.3%(56% 上涨;中间一半区间为 -1.6% 至 +1.8%),20 个交易日内为 +0.9%。
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。