Palm oil touches near 1-week low, export demand in focus
Industry regulator the Malaysian Palm Oil Board reported that palm inventories in Malaysia tightened to their lowest in six months at 1.77 million tonnes, after monsoon flooding made worse the impact of a seasonal decline in yields.
But while crude palm oil production last month was at its weakest since February 2011, analysts warn a recovery in yields at the end of the quarter may cause stocks to build up again.
"We expect palm oil output to trend higher from March onwards as the impact of flooding subsides. As such, higher CPO demand will be critical to keep inventory manageable," said CIMB analyst Ivy Ng in Kuala Lumpur.
The benchmark April contract fell 1 percent to 2,277 ringgit (\\$633) per tonne on Wednesday, after briefly touching 2,270 ringgit, its lowest since Feb. 5.
Total traded volume stood at 55,852 lots of 25 tonnes, higher than the usual 35,000 lots.
Demand for palm has been sluggish in 2015, due to abundant supplies of rival oilseeds as well as a rout in crude prices which dented biodiesel exports. Data from cargo surveyor Intertek Testing Services showed Malaysian shipments were 16 percent weaker in Feb. 1-10.
But while the weaker ringgit has not provided ample incentive for overseas buyers to purchase Malaysian palm, market players are optimistic that bigger biodiesel appetite will provide a floor for prices. The currency slid to 3.5960 per US dollar on Wednesday.
"The rollout of Malaysia's B7 biodiesel program plus Indonesia's 4,000 rupiah per litre biodiesel subsidy has helped to shake off somewhat the effects of low crude oil prices, which we believe have been the main factor weighing on palm oil," RHB Research said in a note.
Malaysian producers of palm-based biodiesel are now seeking new incentives from their government after Indonesian makers were promised the subsidy hike. Representatives of Malaysia's biodiesel industry will meet commodity ministry officials on Thursday to discuss policies to help the ailing sector.
In other markets, Brent crude held steady above \\$56 a barrel on Wednesday, and US crude rose briefly more than \\$1, after a smaller-than-expected rise in US crude stocks was viewed by some as a sign that a supply glut was starting to abate.
The US soyoil contract for March fell 0.2 percent in late Asian trade, while the most active May soybean oil contract on the Dalian Commodity Exchange lost 0.1 percent.\
Комментарии