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棕榈油:增产预期兑现 库存增减各异
Sou Hu Cai Jing·2025-05-12 08:54

Group 1 - The oilseed market is experiencing fluctuations due to multiple factors, including weather conditions and policy changes in the U.S. regarding biodiesel [1] - In the soybean oil sector, the planting progress is expected to accelerate due to reduced rainfall in the Midwest over the next two weeks, despite concerns about U.S. biodiesel policy support being weaker than anticipated [1] - Palm oil production in Malaysia is projected to increase by 17%-25% month-on-month in April, with exports expected to rise by 0%-5% [1] Group 2 - The March MPOB report indicates that Malaysia's palm oil inventory increased by 3.52% to 1.563 million tons, with production rising by 16.76% to 1.387 million tons [1] - As of May 3, 2025, the commercial inventory of soybean oil in key regions of China was 626,800 tons, reflecting a week-on-week increase of 0.83% [1] - The commercial inventory of palm oil in key regions decreased by 1.19% to 356,100 tons as of May 2, 2025, while year-on-year figures show a reduction of 10.34% [1]