-- 马来西亚棕榈油期货周二进一步上涨,此前该国政府宣布将于6月起将棕榈油生物柴油的掺混比例从目前的10%提高至15%。 马来西亚衍生品交易所(Bursa Malaysia Derivatives)6月原棕榈油合约上涨1.87%,至每吨4,676马来西亚林吉特(1,179.32美元)。7月合约午盘交易中小幅上涨1.93%,至每吨4,711林吉特。 据多家媒体报道,马来西亚副首相斯里·阿末·扎希·哈米迪表示,19家生物柴油工厂将于6月1日起开始生产B15生物柴油。政府还计划在未来两到三年内逐步过渡到B20生物柴油,最终过渡到B50生物柴油。 然而,出口下降持续打压价格,据报道,货运调查机构估计,4月1日至25日期间马来西亚的出口量环比下降15.7%至16.8%。马来西亚行业协会将于5月11日发布月度数据。 印尼3月份的出口总量为131万吨,低于去年同期的200万吨。第一季度的出口量也同比下降,从535万吨降至585万吨。 印尼计划从7月1日起将生物柴油的强制掺混比例从目前的40%提高到50%,这将增加国内消费,并可能进一步减少出口,尤其是在厄尔尼诺现象发展和化肥成本上涨导致本地供应预计减少的情况下。 由于主要进口国印度的需求下降,马来西亚和印尼的出口均有所减弱。受战争引发的价格上涨影响,印度买家削减了采购量。据路透社援引交易商的数据显示,4月份棕榈油进口量环比下降27%,至一年来的最低点50.5万吨。 随着棕榈油价格上涨,且与竞争对手的折扣收窄,据报道,印度4月份大豆油进口量环比增长24%,达到35.5万吨。葵花籽油进口量翻了一番多,达到22个月以来的最高水平43.5万吨。 金融服务公司PhillipCapital表示,马来西亚和印尼出口下降,以及中东持续的地缘政治紧张局势,可能会影响本周的价格走势。
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