
Malaysian palm oil futures jumped more than 4% on Monday after Russia withdrew from the UN-brokered Black Sea grain export deal following a Ukrainian drone attack on its Crimea fleet. Soyoil on the Chicago Board of Trade rose 2.3%.
Indonesia planned a crude palm oil reference price of $770.88 per tonne for Nov. 1-15.
Withdrawal from the Black Sea deal threatens grain and sunflower oil shipments to import-dependent countries, supporting competing vegetable oils and grain prices.
在过去 62 次看涨的地缘政治事件之后,棕榈油 在 5 个交易日内中位数变动 +2.5%(74% 上涨;中间一半区间为 -0.1% 至 +5.8%),20 个交易日内为 +4.0%。
在过去 110 次看涨的地缘政治事件之后,豆油 在 5 个交易日内中位数变动 +1.8%(65% 上涨;中间一半区间为 -0.7% 至 +3.6%),20 个交易日内为 -0.4%。
历史可比事件尚不足,暂无法给出历史解读。
在过去 361 次看涨的地缘政治事件之后,小麦(SRW) 在 5 个交易日内中位数变动 +0.7%(58% 上涨;中间一半区间为 -1.4% 至 +3.7%),20 个交易日内为 +1.3%。
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。
Malaysian palm futures jumped over 4% on Oct 31 after Russia quit the Black Sea grain deal, raising fears for competing sunflower/vegetable oil supply and lifting palm and soyoil.
Russia's Oct 31 withdrawal from the grain deal started the rally, and the momentum carried into Nov 1, though the move itself occurred the prior session.