2025/5/19 10:08 【国富棕榈油研究周报】美国⽣柴政策扰动，棕榈油价格震荡加剧 20250519 【国富棕榈油研究周报】美国生柴政策扰动，棕榈油价格震荡加剧 20250519 2025年05月19日 07:20 上海 | í | 行情回顾 | | --- | --- | | 1. | BMD 马棕 | | 2. | DCE 棕榈油 | | í í | 产区天气 . | | | 1. 棕榈油产区天气 | | 三、 | 国际供需 | | 1. | MPOB 4 月报告 | | 2. | 印度 SEA 4 月报告 | | 3. | 马棕5月预测 | | 4. | 其他重要资讯 ... | | 四、 | 国内供需 | | 1. | 进口利润 | | 2. | 棕榈油成交 | | 3. | 棕榈油库存 | | 五、 | 国内外油脂期现价格、价差情况 13 | | 1. | 基差、月差、品种差情况 | | 2. | 棕榈油仓单数量和期货持仓量 | | | 3. FOB 报价 | https://mp.weixin.qq.com/s/dABm5MPGrK7lbUmFlSQxoA 2/19 https://mp. ...

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]