棕榈油研究周报：棕榈油价格上涨，关注产地供需变化-20250714

Report Title - The report is titled "Guofu Palm Oil Research Weekly Report: Palm Oil Prices Rise, Focus on Supply and Demand Changes in Producing Areas" [1] Report Date - The report is dated July 14, 2025 [1] Table of Contents 1. Market Review - Covers BMD Malaysian palm oil and DGE palm oil [4] 2. Producing Area Weather - Focuses on palm oil producing area weather [4] 3. International Supply and Demand - Includes the MPOB June report, Malaysian palm oil July forecast, and other important information [4] 4. Domestic Supply and Demand - Comprises import profit, palm oil transactions, and palm oil inventory [4] 5. Domestic and International Oil Futures and Spot Prices, Spread Situations - Involves basis, monthly spread, variety spread situations, palm oil warehouse receipt quantity and futures open interest, and FOR quotes [4] Key Data 1. AmSpec Malaysian Palm Oil Export Data (July 10, 2025) - Malaysia's total exports were 366,482 tons, a 11.95% increase from the previous month and a 30.70% decrease from the same period last year [23] - Exports of different types of palm oil showed various changes, e.g., crude palm oil exports decreased by 8.84% month - on - month and 43.96% year - on - year [23] 2. Another Set of Malaysian Palm Oil Export Data (July 10, 2025) - Malaysia's total exports were 391,355 tons, a 5.3% increase from the previous month and a 27.01% decrease from the same period last year [23] - Exports to different markets had different trends, such as a 30.38% increase to the EU and a 30.87% decrease to China compared to the previous month [23] 3. SGS Malaysian Palm Oil Export Forecast (July 1 - 10, 2025) - Malaysia's total exports were 205,225 tons, a 28.14% decrease from the previous month and a 63.64% decrease from the same period last year [24] - Exports to different markets also varied, e.g., a 73.83% increase to China and an 87.62% decrease to the US compared to the previous month [24] 4. SPPOMA Malaysian Palm Oil Production Forecast (July 1 - 10, 2025) - Production increased by 35.28% compared to the previous month, 17.24% compared to the same period last year, and 20.14% compared to another reference [24] - FFB yield increased by 35.43% compared to the previous month, 16.71% compared to the same period last year, and 20.78% compared to another reference [24] - Oil extraction rate increased by 0.02% compared to the previous month, decreased by 0.10% compared to the same period last year, and decreased by 0.12% compared to another reference [24]