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MARKET DEVELOPMENT
VEGOILS-Palm Oil Falls to 1-Week Low, Tracks Weak Soyoil
calendar02-05-2013 | linkReuters | Share This Post:

02/05/2013 (Reuters) - Malaysian palm oil futures fell to a one-week low on Thursday, tracking losses in overseas soybean oil markets and hurt by expectations of a smaller decline in stocks after cargo surveyor data showed export slowing.

The most active September soybean oil contract on the Dalian Commodities Exchange fell more than 2 percent after resuming trading from a three-day holiday break, triggered by data showing the momentum of China's economic recovery is slowing.      

On Thursday, the final HSBC Purchasing Managers' Index dropped to 50.4 in April from March's 51.6, and stood a touch below a flash reading of 50.5, as new export orders fell for the first time this year.   

Soyoil is a close competitor with palm and a fall in its prices could wean away demand from palm. China is the world's biggest soy importer.

Weak fundamentals also added pressure on palm oil after cargo surveyors reported lower shipments in April from a month ago, damping hopes for stocks to fall below the key psychological level of 2 million tonnes this month.

"The market is tracking the sharp fall in Dalian soybean oil after reopening. The palm market is rangebound between 2,250 and 2,350 ringgit and if it breaks the support level at 2,250 ringgit, it could go even lower to 2,230 ringgit," said a trader with a foreign commodities brokerage in Kuala Lumpur.        

The benchmark July contract on the Bursa Malaysia Derivatives Exchange had lost 1.2 percent to close at 2,259 ringgit ($741) per tonne, just slightly above its intraday low at 2,258 ringgit, a level last seen on April 23.

Total traded volumes stood at 31,529 lots of 25 tonnes each, compared to the average daily trading volume of 35,000 lots.

Inventory Level Awaited
On Tuesday, cargo surveyor Societe Generale de Surveillance reported a decline of 5.6 percent in April exports on the month, on slowing Chinese demand. Another surveyor, Intertek Testing Services, reported a fall of 4.3 percent. 

Market participants now await Malaysian palm stocks and output data due on May 10 for further market direction. Inventory in the world's second-largest producer of the edible oil stood at 2.17 million tonnes in March, easing from February's 2.43 million.

"Investors are looking ahead. Exports are lower, but we heard production is also lower. It's hard to say whether stocks will drop below 2 million tonnes, but most likely it could be just a marginal drop," said the Kuala Lumpur trader.    

In other markets, oil held near $100 a barrel on Thursday, pressured by ample supplies and fresh signals of weak global economic growth, which stirred concern about the demand outlook.

In vegetable oil markets, U.S. soyoil for July delivery edged 0.1 percent lower in late Asian trade, weighed down by concerns of a slowing economic recovery in China.

  Palm, soy and crude oil prices at 1004 GMT

  Contract        Month    Last   Change     Low    High  Volume
  MY PALM OIL      MAY3    2250    +1.00    2250    2255     117
  MY PALM OIL      JUN3    2255   -28.00    2254    2268    3664
  MY PALM OIL      JUL3    2259   -27.00    2258    2275   13639
  CHINA PALM OLEIN SEP3    5834  -162.00    5826    5900  370838
  CHINA SOYOIL     SEP3    7184  -156.00    7170    7250  644308
  CBOT SOY OIL     JUL3   48.80    -0.05   48.75   48.99    5100
  NYMEX CRUDE      JUN3   91.36    +0.33   90.65   91.49   25634

  Palm oil prices in Malaysian ringgit per tonne
  CBOT soy oil in U.S. cents per pound
  Dalian soy oil and RBD palm olein in Chinese yuan per tonne
  Crude in U.S. dollars per barrel
 ($1=3.05 ringgit)