-- 週四,馬來西亞棕櫚油期貨價格連續第三個交易日上漲,跟隨原油和競爭對手大豆油價格的上漲,但由於出口表現疲軟,預計本月價格將下跌約5%。 馬來西亞衍生性商品交易所(Bursa Malaysia Derivatives)5月原棕櫚油合約上漲0.82%,至每噸4,542馬來西亞林吉特(1,143.50美元)。 6月合約午盤上漲0.75%,至每噸4,579林吉特。 價格報告機構MySteel表示:“中東局勢推高了國際油價,再次推高了棕櫚油期貨價格。” 根據道瓊斯引述PhillipCapital的數據,芝加哥豆油價格走強和當地貨幣走軟也推高了棕櫚油價格。 本週支撐棕櫚油價格的其他因素包括印尼和馬來西亞宣布提高傳統燃料中生物燃料的摻混比例,以及與天氣相關的供應風險。 然而,MySteel表示,“市場可能會重新關注現貨市場的短期壓力。” 基本面疲軟持續打壓價格,尤其是根據貨運調查員估計,4月1日至25日期間馬來西亞的棕櫚油出貨量較上月下降15.7%至16.8%。 季節性低迷過後,未來幾個月產量可望回升,也加劇了市場的悲觀情緒。 同時,由於擔心化肥成本飆升和可能發生的乾旱,全年產量展望顯示供應將更加緊張。 根據路透社報道,印尼棕櫚油協會主席埃迪·馬托諾警告稱,如果厄爾尼諾現象持續發展,且農民推遲在季末施肥,該國棕櫚油產量可能會下降100萬至200萬噸。 MySteel表示,“短期內,棕櫚油價格預計將在一定範圍內波動”,並指出高企的原油價格對棕櫚油價格的支撐作用有限。
Related Articles
AltaGas' Q1 Normalized Net Income Rises YoY, On Track to Hit Top End of 2026 Guidance
AltaGas (ALA.TO) Thursday reported higher normalized net income in the first quarter and said it is on track to deliver 2026 results at the top end of its guidance.Normalized net income was C$415 million, or $1.33 per share, up from $342 million, or $1.14 per share. The result beat the non-GAAP earnings per share consensus estimate of $1.24 for the first quarter, as compiled by FactSet.Revenue held steady year over year at $3.97 billion. The result missed the sales consensus estimate of $4.13 billion, as compiled by FactSet.Normalized EBITDA was $818 million, up from $689 million.The growth in normalized EBITDA was attributed to higher global export volumes and margins, stronger processing and liquids handling margins, new utilities rates in D.C. and Virginia, strong asset optimization, and partial settlement of a pension liability.AltaGas expects to deliver 2026 results toward the top end of guidance for both normalized EBITDA and normalized EPS, with upside potential from continued LPG market strength.The company reiterated 2026 normalized EBITDA guidance of $1.925 billion to $2.025 billion; and normalized EPS guidance of $2.20 to $2.45.The company increased its 2026 capital program to $1.7 billion.