Масложировой союз (Twitter)
Главным драйвером роста экспорта АПК в прошлом году стала масложировая продукция, вывоз в стоимостном выражении вырос на 48 %, до $7,07 млрд. В структуре поставок преобладало подсолнечное масло - его продали почти на $3,9 млрд против $2,7 млрд в 2020 году. https://www.agroinvestor.ru/analytics/article/37495-menshe-v-tonnakh-bolshe-v-dengakh-srednyaya-stoimost-postavlyaemoy-za-rubezh-selkhozproduktsii-za-go/
By: via Malaysian Palm Oil Council Russia
понедельник, 7 февраля 2022 г.
Malaysian Palm Oil Council Russia's Post
*MPOA 1-31 Jan Prod est:*
Pen Msia : -17.10%
East Msia : -12.07%
Sabah : -10.31%
Sarawak : -17.29%
*Malaysia : -15.08% (est 1.23m mt)*
MPOA 1-20 Jan Prod est:
Pen Msia : -16.82%
East Msia : -10.40%
Sabah: -9.22%
Sarawak : -13.70
Malaysia : -14.35%
By: via Malaysian Palm Oil Council Russia
Pen Msia : -17.10%
East Msia : -12.07%
Sabah : -10.31%
Sarawak : -17.29%
*Malaysia : -15.08% (est 1.23m mt)*
MPOA 1-20 Jan Prod est:
Pen Msia : -16.82%
East Msia : -10.40%
Sabah: -9.22%
Sarawak : -13.70
Malaysia : -14.35%
By: via Malaysian Palm Oil Council Russia
Malaysian Palm Oil Council Russia's Post
Indonesia Allows Exports of CPO, Palm Olein for Feb. Delivery
By Eko Listiyorini
(Bloomberg) -- Trade Ministry has issued permits for 6 companies to export a total of 310,000 tons of crude palm oil and 18,178 tons of palm olein, Indrasari Wisnu Wardhana, director general of foreign trade at the ministry, says in text message Monday.
Exporters can seek permits for subsequent shipments by submitting the realization of domestic market obligation and domestic price obligation
Several other companies have also submitted their export permit applications
*Govt has no plan to reduce the percentage of domestic market obligation for CPO and olein from currently 20%*
By: via Malaysian Palm Oil Council Russia
By Eko Listiyorini
(Bloomberg) -- Trade Ministry has issued permits for 6 companies to export a total of 310,000 tons of crude palm oil and 18,178 tons of palm olein, Indrasari Wisnu Wardhana, director general of foreign trade at the ministry, says in text message Monday.
Exporters can seek permits for subsequent shipments by submitting the realization of domestic market obligation and domestic price obligation
Several other companies have also submitted their export permit applications
*Govt has no plan to reduce the percentage of domestic market obligation for CPO and olein from currently 20%*
By: via Malaysian Palm Oil Council Russia
воскресенье, 6 февраля 2022 г.
Malaysian Palm Oil Council Russia's Post
*Reuters Poll Jan'22 vs Dec'21 MPOB:*
Prodn 1.30m vs 1.45m (-10%)
Impt 100k vs 103k
Expt 1.12m vs 1.42m (-21%)
LDsp 282k vs 373k
Stks 1.59m vs 1.58m (+0.3%)
Bloomberg Poll:
Prodn 1.30m vs 1.45m (-10%)
Impt 100k vs 103k
Expt 1.11m vs 1.42m (-20%)
LDsp 250k-310k vs 373k
Stks 1.58m vs 1.58m (unch)
By: via Malaysian Palm Oil Council Russia
Prodn 1.30m vs 1.45m (-10%)
Impt 100k vs 103k
Expt 1.12m vs 1.42m (-21%)
LDsp 282k vs 373k
Stks 1.59m vs 1.58m (+0.3%)
Bloomberg Poll:
Prodn 1.30m vs 1.45m (-10%)
Impt 100k vs 103k
Expt 1.11m vs 1.42m (-20%)
LDsp 250k-310k vs 373k
Stks 1.58m vs 1.58m (unch)
By: via Malaysian Palm Oil Council Russia
четверг, 3 февраля 2022 г.
Malaysian Palm Oil Council Russia's Post
*SPPOMA 1-31st Jan 22:*
Overall Summary:
Yield : -9.72%
OER : -0.59%
*Prod : -12.4%*
SPPOMA 1-20th Jan 22:
Overall Summary:
Yield : -13.43%
OER : -0.74%
Prod : -16.7%
SPPOMA: 1-15th Jan 22
Overall Summary :
Yield : -16.60%
OER : -0.81%
Prod : -20.86%
SPPOMA: 1-10th Jan 22
Overall Summary :
Yield : -27.42%
OER : -0.89%
Prod : -32.10%
SPPOMA: 1-5th Jan 22
Overall Summary :
Yield : -40.60%
OER : -0.98%
Prod : -45.75%
By: via Malaysian Palm Oil Council Russia
Overall Summary:
Yield : -9.72%
OER : -0.59%
*Prod : -12.4%*
SPPOMA 1-20th Jan 22:
Overall Summary:
Yield : -13.43%
OER : -0.74%
Prod : -16.7%
SPPOMA: 1-15th Jan 22
Overall Summary :
Yield : -16.60%
OER : -0.81%
Prod : -20.86%
SPPOMA: 1-10th Jan 22
Overall Summary :
Yield : -27.42%
OER : -0.89%
Prod : -32.10%
SPPOMA: 1-5th Jan 22
Overall Summary :
Yield : -40.60%
OER : -0.98%
Prod : -45.75%
By: via Malaysian Palm Oil Council Russia
Malaysian Palm Oil Council Russia's Post
Mistry Sees Bullish Palm Oil Through May as La Nina Scorches Soy
By Anuradha Raghu
(Bloomberg) -- Palm oil prices may stay elevated over the next four months as La Nina ravages soybean crops in South America, reducing supplies of the tropical oil’s main rival, according to veteran trader and analyst Dorab Mistry.
“The new factor in the last two weeks is the deterioration in South American soybean crops due to the La Nina dry weather,” Mistry, director at Godrej International Ltd., said in an emailed response to questions. “This means the period of high prices is likely to be prolonged at least until May.”
The world’s most-consumed edible oil surged to an all-time high of 5,700 ringgit ($1,365) a ton in intraday trading on Monday in the wake of export restrictions from top producer Indonesia as well as persistent concerns that a chronic worker shortage in Malaysia will curb supplies through the first quarter. Mistry in December predicted that benchmark futures will trade from 5,000 ringgit to 5,400 ringgit through February before easing in March.
La Nina, which brings high temperatures and dry weather to South America, has damaged soy crops in key growing regions of southern Brazil and Argentina, with more drought likely ahead. The crop losses have taken the market by surprise as planting initially progressed smoothly and buyers including Chinese firms anticipated bumper crops. But now farmers are holding back grain and soybean sales on bets that prices will keep rising as the region’s harvest continues to shrink, exacerbating the supply squeeze in global edible oils.
Prices of palm, used in everything from cooking oil to soaps and biofuel, have nearly tripled from their early pandemic low, while Chicago soybean oil has climbed more than 150% in the same period, stoking fears of rising living costs for consumers. The United Nations’ index of global food prices jumped nearer to a record last month as vegetable oils and dairy became more expensive.
After May, the tropical oil’s direction will depend on the recovery in production, Mistry said. On the consumption side, the rally has already begun to dampen demand from key buyers. Cargo surveyor data from SGS Malaysia Sdn. showed exports from the No. 2 grower slumped 27% in January from a month earlier as shipments to India and China tumbled 34% and 26% respectively.
“We are seeing some demand destruction in the case of palm in price sensitive markets,” Mistry said. “That factor plus a recovery in production will eventually lead to lower prices.”
By: via Malaysian Palm Oil Council Russia
By Anuradha Raghu
(Bloomberg) -- Palm oil prices may stay elevated over the next four months as La Nina ravages soybean crops in South America, reducing supplies of the tropical oil’s main rival, according to veteran trader and analyst Dorab Mistry.
“The new factor in the last two weeks is the deterioration in South American soybean crops due to the La Nina dry weather,” Mistry, director at Godrej International Ltd., said in an emailed response to questions. “This means the period of high prices is likely to be prolonged at least until May.”
The world’s most-consumed edible oil surged to an all-time high of 5,700 ringgit ($1,365) a ton in intraday trading on Monday in the wake of export restrictions from top producer Indonesia as well as persistent concerns that a chronic worker shortage in Malaysia will curb supplies through the first quarter. Mistry in December predicted that benchmark futures will trade from 5,000 ringgit to 5,400 ringgit through February before easing in March.
La Nina, which brings high temperatures and dry weather to South America, has damaged soy crops in key growing regions of southern Brazil and Argentina, with more drought likely ahead. The crop losses have taken the market by surprise as planting initially progressed smoothly and buyers including Chinese firms anticipated bumper crops. But now farmers are holding back grain and soybean sales on bets that prices will keep rising as the region’s harvest continues to shrink, exacerbating the supply squeeze in global edible oils.
Prices of palm, used in everything from cooking oil to soaps and biofuel, have nearly tripled from their early pandemic low, while Chicago soybean oil has climbed more than 150% in the same period, stoking fears of rising living costs for consumers. The United Nations’ index of global food prices jumped nearer to a record last month as vegetable oils and dairy became more expensive.
After May, the tropical oil’s direction will depend on the recovery in production, Mistry said. On the consumption side, the rally has already begun to dampen demand from key buyers. Cargo surveyor data from SGS Malaysia Sdn. showed exports from the No. 2 grower slumped 27% in January from a month earlier as shipments to India and China tumbled 34% and 26% respectively.
“We are seeing some demand destruction in the case of palm in price sensitive markets,” Mistry said. “That factor plus a recovery in production will eventually lead to lower prices.”
By: via Malaysian Palm Oil Council Russia
Malaysian Palm Oil Council Russia's Post
2022 CPO futures pricing off to a strong start on speculative bets and geopolitical tension ignoring plunge in exports
Home | Palm Oil Analytics (RSS)
2022 CPO futures pricing off to a strong start on speculative bets and geopolitical tension ignoring plunge in exports
By: via Malaysian Palm Oil Council Russia
Home | Palm Oil Analytics (RSS)
2022 CPO futures pricing off to a strong start on speculative bets and geopolitical tension ignoring plunge in exports
By: via Malaysian Palm Oil Council Russia
Malaysian Palm Oil Council Russia's Post
CPO futures hit all-time high
Home | Palm Oil Analytics (RSS)
CPO futures hit all-time high
By: via Malaysian Palm Oil Council Russia
Home | Palm Oil Analytics (RSS)
CPO futures hit all-time high
By: via Malaysian Palm Oil Council Russia
Malaysian Palm Oil Council Russia's Post
CPO to continue upward momentum
Home | Palm Oil Analytics (RSS)
CPO to continue upward momentum
By: via Malaysian Palm Oil Council Russia
Home | Palm Oil Analytics (RSS)
CPO to continue upward momentum
By: via Malaysian Palm Oil Council Russia
среда, 2 февраля 2022 г.
Malaysian Palm Oil Council Russia's Post
Soybean Imports Trend and in China and its Impact on Palm Oil
https://mpoc.org.my/soybean-imports-trend-and-in-china-and-its-impact-on-palm-oil-2/
Introduction The Y-o-Y growth of soybean import in China has moved from positive to negative in 2021, as the Jan-Oct period import of soybean dropped by 4.9% against the positive growth of 8.7% recorded in 1H2021 (Tables 1 & 2). This is a surprising development as it was widely anticipated that there will be a […]
By: via Malaysian Palm Oil Council Russia
https://mpoc.org.my/soybean-imports-trend-and-in-china-and-its-impact-on-palm-oil-2/
Introduction The Y-o-Y growth of soybean import in China has moved from positive to negative in 2021, as the Jan-Oct period import of soybean dropped by 4.9% against the positive growth of 8.7% recorded in 1H2021 (Tables 1 & 2). This is a surprising development as it was widely anticipated that there will be a […]
By: via Malaysian Palm Oil Council Russia
Malaysian Palm Oil Council Russia's Post
Масложировой союз (Twitter)
С марта экспортная пошлина на подсолнечное масло повысится. Из-за пошлины российским компаниям пришлось уйти с рынка отдаленных стран, например, Индии. Контрактоваться на 3-4 месяца вперед нет возможности, - пояснял Михаил Мальцев. https://www.agroinvestor.ru/markets/news/37471-s-marta-eksportnaya-poshlina-na-podsolnechnoe-maslo-povysitsya/
By: via Malaysian Palm Oil Council Russia
С марта экспортная пошлина на подсолнечное масло повысится. Из-за пошлины российским компаниям пришлось уйти с рынка отдаленных стран, например, Индии. Контрактоваться на 3-4 месяца вперед нет возможности, - пояснял Михаил Мальцев. https://www.agroinvestor.ru/markets/news/37471-s-marta-eksportnaya-poshlina-na-podsolnechnoe-maslo-povysitsya/
By: via Malaysian Palm Oil Council Russia
Malaysian Palm Oil Council Russia's Post
Масложировой союз (Twitter)
Если цены на традиционное мясо растут, его растительные аналоги, наоборот, снижаются в цене, что все чаще привлекает традиционных потребителей. https://rg.ru/2022/01/31/rossiiane-stali-est-vdvoe-bolshe-rastitelnogo-miasa.html
By: via Malaysian Palm Oil Council Russia
Если цены на традиционное мясо растут, его растительные аналоги, наоборот, снижаются в цене, что все чаще привлекает традиционных потребителей. https://rg.ru/2022/01/31/rossiiane-stali-est-vdvoe-bolshe-rastitelnogo-miasa.html
By: via Malaysian Palm Oil Council Russia
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