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アジアのバイオ燃料最新情報:リンギット安、原油価格高騰、エルニーニョ現象リスクを背景に、先物価格は小幅上昇

-- マレーシアのパーム油先物価格は金曜日、リンギット安と原油価格の上昇(バイオディーゼルの魅力向上)、エルニーニョ現象リスクの高まり、バイオディーゼル混合比率の上昇を背景に小幅上昇した。 木曜日に下落した後、ブルサ・マレーシア・デリバティブズの5月限パーム油先物価格は0.22%上昇し、1トン当たり4,515マレーシアリンギット(1,139.29米ドル)で取引された。6月限も同様に0.22%上昇し、1トン当たり4,562リンギットとなった。 両限月とも今週は2%近く上昇し、2週連続の下落から反転した。 しかし、金曜日の下落は、リンギット安(過去1週間で0.32%下落)と原油価格の高騰(トレーディング・エコノミクスによると、ブレント原油先物価格は1バレル当たり105.98米ドルに達した)にもかかわらず発生した。 さらに、マレーシアパーム油評議会は金曜日、パーム油価格は当面4,500リンギット/トン以上で推移すると予想していると発表した。その理由として、エルニーニョ現象による供給リスクに加え、マレーシアがバイオディーゼルの混合比率を現在のB10からB15へと引き上げる動きを挙げている。評議会によると、この動きにより年間100万~150万トンのパーム油が追加的に吸収される可能性があるという。 インドネシアとタイでも同様のバイオディーゼルプログラムが実施され、両国とも混合比率を高めているため、当面は市場がさらに逼迫すると予想されると、評議会は述べている。 価格情報機関MySteelによると、中東情勢が当面改善する見込みがなく、原油価格が再び高騰していることから、パーム油は「バイオディーゼル原料」としての重要性が高まり、先物価格が高止まりしているという。

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