Пальмовое масло и жиры

Closing FCPO1 @ MYR3963/MT

К 2030 году спрос на пальмовое масло превысит 95,32 миллиарда долларов США - исследование рынка. По данным Vantage Market Research, рынок пальмового масла в ближайшие годы ожидает значительный рост. Согласно недавним отчетам, в 2022 году рынок оценивался в 68,2 миллиардов долларов США, а к 2030 году ожидается, что он достигнет 95,32 миллиарда долларов США, что представляет собой совокупный годовой темп роста (CAGR) 4,9% в период с 2023 по 2030 год. Учитывая продолжающийся рост спроса на пальмового масла, весьма вероятно, что рынок продолжит расширяться в обозримом будущем.

Palm extends gains on stronger rival oils JAKARTA: Malaysian palm oil futures rose on Friday and were set for their second straight weekly gains, tracking stronger prices of the rival vegetable oils. The benchmark palm oil contract for November delivery on the Bursa Malaysia Derivatives Exchange gained 21 ringgit, or 0.54%, to 3,902 ringgit ($839.14) per metric ton in early trade.

FCPO 3932 RM

CRUDE PALM OIL CIF ROTTERDAM 945 USD

Palm Oil Price Mid Day Market FOB Malaysian Ports CPO 834 USD

Malaysian Palm Oil Exports Performance to Europe Region (January – June 2023) During the Jan – Jun 2023 period the EU region imported a total of 523,648 MT Malaysian palm oil. This was a decline of almost 250,000 MT or by 32% as the EU have started complying with RED II requirement to phase out palm oil in biodiesel production. The Netherlands remained as the biggest exporting destination of Malaysian palm oil for January until June 2023 for the European region. The Netherlands imported 259,908 MT but there is a noticeable consistent decline in importing of palm oil from Malaysia, by 41%. Italy also recorded a decline of about 39% with an import volume of 88,662 MT while Spain recorded an import volume of 64,656 MT which is a decline of 12%. As for the rest of Europe, there were several nations which showed increases in their import of palm oil from Malaysia. Countries such as Belgium, Bulgaria, Hungary and Poland showed a promising uptick of imports from Malaysia. Imports by Belgium, Bulgaria, Hungary and Poland for January – June 2023 was 6544 MT, 1856 MT, 154 MT and 425 MT, respectively. The positive impact of effect of Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) has yet to be seen. This is due to UK’s import of Malaysian palm oil that was 6,235 MT, a 28% Y-o-Y decline. However, this situation is not expected to prolong and the import will increase in the final quarter of 2023 onwards. The export performance of Malaysian palm...

​VEGOILS-Palm rises tracking stronger rival oils, set for second week of gains JAKARTA, Aug 25 (Reuters) - Malaysian palm oil futures rose on Friday tracking stronger rival vegetable oils, and were set for a second straight week of gains. The benchmark palm oil contract FCPOc3 for November delivery on the Bursa Malaysia Derivatives Exchange gained 30 ringgit, or 0.77% to 3,911 ringgit ($841.08) per metric ton by midday break. For the week, the contract has gained 1.03% so far, and is on track to extend gains of 4.1% from last week. "Bursa Malaysia crude palm oil futures opened higher today on the back of a strong palm oil buying from China in physical markets for September and October shipments since Thursday," said Anilkumar Bagani, commodity research head at Mumbai-based Sunvin Group. However, the sideways movement in the soyoil futures market at Chicago Board of Trade (CBOT) and palm oils narrowed down discount, he added. Dalian's most-active soyoil contract DBYcv1 was up 1.91%, while its palm oil contract DCPcv1 grew 0.81%. Soyoil prices on the CBOT BOc2 rose 0.64%. Palm oil is affected by price movements in related oils as they compete for a share in the global vegetable oils market. Exports of Malaysian palm oil products for August 1-25 fell 7.8% to 974,235 tons from 1,056,830 tons during July 1-25, cargo surveyor Intertek Testing Services showed during midday break. Indonesia's palm oil exports, including refined products in June stood at 3.45...

TECHNICALS-CBOT soybeans poised to break $13.80 and rise more SINGAPORE, Aug 25 (Reuters) - The CBOT soybean November contract SX3 is poised to break a resistance at $13.80 per bushel, and rise towards $13.93. The deep drop triggered by this barrier has been almost reversed. The reversal confirmed a continuation of the uptrend from $13.03. A break above $13.80 will not only lead to a gain to $13.93, but will also open the way towards a much higher target of $14.14-1/2, which is pointed by a rising trendline. Key support is at $13.66-3/4, a break below which may be followed by a drop into $13.51 to $13.58-3/4 range. On the daily chart, the contract has broken a resistance at $13.63. The break opened the way towards $13.90-1/2. The strength of the rise from the Aug. 8 low of $12.82-1/4 indicates an extension of the uptrend from $11.30-1/2. But it is still a bit too aggressive to target $14.35 right now. Only a break above $13.90-1/2 could make this target valid.