-- 受出口放缓影响，马来西亚棕榈油期货周三走低，但原油价格高企刺激了生物燃料的使用，限制了跌幅。 马来西亚衍生品交易所5月原棕榈油合约下跌0.07%，至每吨4465马来西亚林吉特（1129.81美元）。6月合约午盘下跌0.38%，至每吨4491林吉特。 继第一季度强劲的出口表现之后，根据货运调查员的估计，马来西亚4月1日至25日期间的棕榈油出货量环比下降15.7%至16.8%。 据报道，由于买家倾向于等待价格恢复正常后再补充库存，来自主要进口国印度的采购量有所下降。 在中国，随着全球棕榈油价格从美伊冲突爆发后触及的合约高点回落，进口利润率近期有所改善。 中国价格报告机构MySteel表示：“昨日购入一批9月份的新棕榈油，现货交易仍仅限于必要采购。” 在棕榈油主要生产国印尼、马来西亚和泰国，随着生物燃料使用量的增加，预计国内需求将有所增长。 然而，据《今日自由马来西亚》报道，马来西亚制造商联合会主席李雅各布表示，马来西亚将棕榈油生物柴油掺混比例从目前的10%提高到15%的举措，对工业制造商的益处可能有限，但对生物燃料生产商而言则可能有利。 据报道，李雅各布表示，工业燃料成本仍将主要受全球市场价格的影响，而未获得燃料补贴的制造商仍将面临市场波动的风险。 印尼棕榈油种植户反对一项拟议的地表水税，该税项拟对每棵棕榈树每月征收1700印尼盾（约合0.10美元）。棕榈油种植户联盟全国委员会主席曼苏图斯·达托告诉《雅加达邮报》，这项税收可能使种植户的收入减少6%以上。 据报道，印尼棕榈油生产商协会（Gapki）表示，此举将给本已不堪重负的棕榈油行业增加“不可持续”的成本，该行业目前已面临多项政府收费，包括出口税、国内市场义务以及即将实施的出口收益规则。 供应方面，在经历了季节性低谷后，棕榈油产量短期内可能会有所回升。但随着厄尔尼诺现象的发展，中期产量可能会下降，厄尔尼诺现象在第四季度发生的概率超过90%。
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