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亞洲生物燃料最新動態:馬來西亞棕櫚油價格因獲利回吐和原油價格走弱而下跌

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-- 週三,馬來西亞棕櫚油期貨價格從近四周高點回落,交易員獲利了結,原油價格也出現回落。但馬來西亞計劃在6月將生質燃料摻混比例提高至15%,這為棕櫚油期貨提供了支撐。 馬來西亞衍生性商品交易所6月原棕櫚油合約下跌1.13%,至每噸4,628馬來西亞林吉特(1,171.35美元)。 7月合約午盤下跌1.10%,至每噸4,658林吉特。 市場預期,繼第一季季節性低迷之後,4月出口將走弱,產量將增加,也對價格構成壓力。據報道,貨運調查員估計,4月1日至25日期間,馬來西亞棕櫚油出貨量將季減15.7%至16.8%。 由於棕櫚油價格飆升,馬來西亞從其最大進口國印度的採購量減少,也加劇了出口下滑趨勢。路透社引述交易商數據報道,4月印度棕櫚油進口量較上月下降27%,至50.5萬噸,創一年新低。 隨著棕櫚油競爭力下降,其他食用油的採購量增加。根據報道,交易商估計,印度4月份大豆油進口量較上季成長24%,達到35.5萬噸;葵花籽油進口量更是翻了一番多,達到43.5萬噸,創22個月以來新高。 馬來西亞林吉特兌美元匯率上漲0.3%,可能進一步削弱該國棕櫚油的吸引力,因為這將增加出口成本。 儘管如此,隨著馬來西亞政府從6月開始實施B15計劃,國內需求預計將會增加。據產業協會稱,此舉可能在目前B10計畫的基礎上,每年增加30萬噸棕櫚油需求。 價格報告機構MySteel表示:“預計4月份產量將有所增長,但由於預計國內消費將增長,庫存積累可能有限。” 印尼的出口也放緩,3月出口量降至131萬噸,低於去年同期的200萬噸;第一季出口量年減,從535萬噸降至585萬噸,印尼統計局數據顯示。 同樣,隨著政府將B40標準提高到B50標準,預計從7月開始,印尼國內棕櫚油消費量將會增加。馬來西亞產業協會表示,這可能會使印尼的年度國內棕櫚油需求增加300萬噸。

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