2月,马来西亚棕榈油储量下降3.9%,出口增加和中东紧张局势可能影响全球贸易。 Malaysian palm oil stocks dropped 3.9% in February; rising exports and Middle East tensions may impact global trade.

马来西亚棕榈油库存在2月下降了3.9%,降至270万吨,原因是产量下降。 分析家预计,随着出口的改善,由于原油对大豆油价格不断攀升,原油对大豆油价格优势的推动,棕榈油库存将继续下降。 Malaysia's palm oil inventories fell 3.9% in February to 2.7 million tonnes due to lower production, with analysts expecting continued stock declines as exports improve, aided by crude palm oil’s growing price edge over soybean oil. 中东冲突威胁到航运路线,有可能扰乱埃及、沙特阿拉伯和巴基斯坦等关键进口商的贸易,如果霍尔木兹海峡受到影响,可能会增加物流和化肥成本。 The Middle East conflict threatens shipping routes, potentially disrupting trade for key importers like Egypt, Saudi Arabia, and Pakistan, and could raise logistics and fertilizer costs if the Strait of Hormuz is affected. MBSB 研究预测3月份每月价格将上涨3.3%,棕榈原油平均每吨1 073美元。 MBSB Research forecasts a 3.3% monthly price rise in March, with crude palm oil averaging $1,073 per tonne. 与此同时,印度尼西亚的出口需求因运费和保险费上涨50%而放缓,削弱了棕榈油的竞争力,特别是在价格优势缩小的印度和欧洲。 Meanwhile, Indonesia’s export demand has slowed due to a 50% rise in freight and insurance costs, weakening palm oil’s competitiveness, especially in India and Europe, where price advantages have narrowed. 印度尼西亚的库存积累可能会对价格造成压力,尽管准确的出口下降仍未量化。 Inventory build-up in Indonesia may pressure prices, though exact export declines remain unquantified.