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MARKET DEVELOPMENT
VEGOILS-Palm Slips, Comes Off 5-week Top on Worries Over Export Demand
calendar14-05-2015 | linkReuters | Share This Post:

* Prices touch 2,233 ringgit, highest since April 6
* Palm feels pressure due to profit-taking - trader
* Palm oil faces resistance at 2,235 ringgit -technicals

14/05/2015 (Reutes) - Malaysian palm oil futures briefly touched a five-week top on Wednesday on worries an El Nino weather pattern would curb yields, but expectations of weaker export demand in the second half of the month kept a lid on gains.

In 2009, the El Nino brought the worst drought in four decades to India. It razed wheat fields in Australia and damaged huge swathes of rice, corn and palm crops across Southeast Asia.

Forecasts by weather bureaus in Japan and Australia on Tuesday confirmed the return of the El Nino this year.

While very dry weather due to an El Nino can hurt ripening palm fruits, stress due to the dry spell in oil palm trees can typically only be seen nine to 12 months later.

"The market over-reacted on the news of El Nino, so now it's correcting itself," said a trader with a foreign commodities brokerage in Kuala Lumpur. "There's some profit-taking because of the overbought situation in the short-term (technical) chart," the trader added.

The benchmark July contract on the Bursa Malaysia Derivatives exchange rose to 2,233 ringgit a tonne in early trade, the highest since April 6.

But by the midday break, palm had slipped 0.1 percent to 2,222 ringgit ($617.22), the first drop in three days. Total traded volume stood at 15,002 lots of 25 tonnes each, above the average 12,500 lots.

Traders are now waiting for indications on the strength of export demand for further cues.

While export data from cargo surveyors reported an up to 45 percent increase in shipments from Malaysia in the first ten days of the month from April, some traders say the surge could be due to buyers rushing to export palm before additional levies from top producer Indonesia kick in. 

Oil extended gains on Wednesday after posting its strongest daily rise in weeks in the previous session, supported by bets that U.S. crude stockpiles will fall for a second straight week as production slows.     

In other markets, the U.S. July soyoil contract rose 0.9 percent in early Asian trade. The most active September soybean oil contract on the Dalian Commodity Exchange was nearly flat.
 
  Palm, soy and crude oil prices at 0449 GMT
                                                                                                                                                 
  Contract        Month    Last   Change     Low    High  Volume
  MY PALM OIL      MAY5       0    +0.00       0       0       0
  MY PALM OIL      JUN5    2225    -4.00    2225    2236     569
  MY PALM OIL      JUL5    2222    -3.00    2215    2233    7002
  CHINA PALM OLEIN SEP5    5146   +44.00    5114    5172  782174
  CHINA SOYOIL     SEP5    5910    +2.00    5894    5942  764546
  CBOT SOY OIL     JUL5   33.25    +1.50   32.98   33.36    3177
  INDIA PALM OIL   MAY5  455.50    +1.50  454.00  455.90      82
  INDIA SOYOIL     JUN5  607.85    +2.55  606.80  608.50    4340
  NYMEX CRUDE      JUN5   61.37    +0.62   61.10   61.83   10016
                                                                                                                                                 
  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
  India soy oil in Indian rupee per 10 kg
  Crude in U.S. dollars per barrel
 
($1 = 3.6000 Malaysian ringgit)
($1 = 6.2062 Chinese yuan)
($1 = 64.12 Indian rupees)