-- 周三，主要生物燃料原料价格上涨，原因是中东冲突导致燃料供应长期中断的担忧持续推高原油价格，并刺激生物燃料生产。 5月大豆油期货合约创下合约新高，早盘上涨1.23%至每磅74.28美分，带动相应大豆期货合约上涨0.40%至每蒲式耳11.78美元。 ADM投资者服务公司的马克·索德伯格表示，生物燃料需求的增长可能有助于大豆油库存下降，目前大豆油库存已达到六年来的最高水平。 随着大豆油价格上涨，中国废弃食用油的竞争力有所提高。索德伯格报告称，上个月有两批共计33.9万桶废弃食用油抵达德克萨斯州亚瑟港。 索德伯格表示：“随着美国大豆油和废弃食用油之间的价差扩大，预计会有更多废弃食用油运抵美国。” 与此同时，巴西大豆收割工作接近尾声，出口量持续增长，对价格构成压力。巴西全国粮食出口商协会（Anec）预计，4月份巴西大豆出口量将达到约1600万吨，而去年同期为1350万吨。 美国大豆种植速度远超历史平均水平，也给市场带来压力。 在亚洲，马来西亚棕榈油期货在经历波动后收高。马来西亚衍生品交易所5月原棕榈油合约上涨0.8%，至每吨4505马来西亚林吉特（1139.93美元）。6月合约也上涨相同比例，至每吨4545林吉特。 然而，出口放缓限制了涨幅。据报道，货运调查员预计，4月1日至25日期间，马来西亚的棕榈油出口量将环比下降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，受美伊冲突的影响，全球棕榈油价格从4月初的合约高点回落，进口利润率近期有所改善。 中国价格报告机构MySteel表示：“昨天购入了一批9月份的新棕榈油，而现货交易仍然仅限于必要采购。” 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，可能对工业制造商的益处有限，但对生物燃料生产商来说可能是有利的。 据报道，李雅各布表示，工业燃料成本将继续受到全球市场价格的严重影响，而未获得燃料补贴的制造商将继续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，而厄尔尼诺现象在第四季度发生的概率超过90%。 周二，美国纽约商品交易所 (NYMEX) 5 月份交割的乙醇期货价格下跌 1%，至每加仑约 1.99 美元，市场正等待周三公布的美国每周产量、库存和出口数据。
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FOMC Holds Federal Funds Rate Steady at Range of 3.50% to 3.75%
Sectors
Update: Gold Falls to a Month Low as Rising Energy Costs Expected to Boost Inflation
(Updates prices.)Gold traded lower for a third-straight day early Wednesday, pressured by inflation worries even as the Federal Reserve's policy committee is expected to leave rates unchanged when it ends its two-day meeting this afternoon.Gold for June delivery was last seen down US$50.40 to US$4,558.00 per ounce, the lowest since March 30.With oil trading near four-year highs amid the Iran war, traders have moved away from gold as a safe haven, turning instead to the dollar and bonds to hedge against the threat rising energy prices will boost inflation and force interest rates higher."With oil-led inflation risks remaining the main driver, as rising energy prices strengthen the dollar and reinforce a higher-for-longer interest rate outlook. For now, the market's immediate focus remains on mediation efforts, with a reopening of the strait and a subsequent drop in oil prices representing the biggest short-term upside catalyst for both gold and silver," Saxo Bank noted.But higher rates are not yet on the way. The Federal Open Market Committee and the Bank of Canada will both release interest-rate decisions today and both are expected to leave rates steady.The dollar was higher, with the ICE dollar index last seen up 0.25 points to 98.89. Treasury yields also moved up, with the U.S. two-year note last seen paying 3.918%, up 6.8 basis points, while the yield on the 10-year note was up 4.7 points to 4.4%.
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Sectors
Sector Update: Energy Stocks Rise Wednesday Afternoon
Energy stocks were higher Wednesday afternoon, with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each rising about 2%.The Philadelphia Oil Service Sector Index was increasing 0.5%, and the Dow Jones US Utilities Index was shedding 0.5%.Oil prices rallied Wednesday after US President Donald Trump reportedly rejected an Iranian proposal to lift the naval blockade. Trump told Axios on Wednesday he will maintain the US naval blockade of Iranian ports until Tehran agrees to a nuclear deal. Iran wanted the Strait of Hormuz opened before the two sides could sit down to discuss uranium enrichment at a later stage.Front-month West Texas Intermediate crude oil jumped 7.3% to $107.18 a barrel, and the global benchmark Brent crude contract climbed 7.4% to $119.47 a barrel. Henry Hub natural gas futures fell 2.2% to $2.63 per 1 million BTU.In corporate news, Phillips 66 (PSX) shares jumped past 6%. The firm reported Q1 adjusted earnings Wednesday of $0.49 per diluted share, swinging from a loss of $0.90 a share a year ago. Analysts polled by FactSet expected a loss of $0.54 a share. Phillips 66 also raised its annualized quarterly dividend by 7%.Bloom Energy (BE) shares surged nearly 24% after it reported Q1 adjusted earnings late Tuesday of $0.44 per diluted share, up from $0.03 a year earlier. Analysts polled by FactSet expected $0.12. Revenue also handily beat market consensus.TotalEnergies (TTE) shares were up 0.9% after it posted higher Q1 adjusted earnings and revenue.
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