2026年,印度棕榈油进口将上升,因为价格在成本降低和来源多样化的推动下低于中国大豆。
India’s palm oil imports to rise in 2026 as prices drop below Chinese soyoil, driven by lower costs and diversified sourcing.
预计2026年印度棕榈油需求将回升,因为价格下跌低于中国豆油,使其更具竞争力,预计进口量为850万至900万吨,高于2025年的760万吨。
Indian palm oil demand is expected to rebound in 2026 as prices drop below Chinese soyoil, making it more competitive, with imports projected at 8.5–9 million tons, up from 7.6 million in 2025.
尽管中国大豆出口强劲,限制了增长,但印度仍然是全球最大的进口国。
Despite strong Chinese soyoil exports limiting growth, India remains the top global importer.
美国在一项新的贸易协议下不断上升的豆类石油出口可能会转移来源,有可能降低南美和东南亚的石油需求。
Rising U.S. soy oil exports under a new trade deal may shift sourcing, potentially lowering South American and Southeast Asian oil demand.
由于南美大豆油供应增加以及印度向10个大豆油源的多样化,棕榈油价格到4月可能降到4 000马币以下。
Palm oil prices may fall below RM4,000 by April due to increased South American soy oil supply and India’s diversification into 10 soy oil sources.
与此同时,中国棕榈油需求预计会进一步下降,因为中国在贸易交易和大量国内供应的驱动下,偏向于更廉价的卡诺拉和大豆油。
Meanwhile, China’s palm oil demand is expected to decline further as it favors cheaper canola and soybean oils, driven by trade deals and abundant domestic supply.