[Variety Strategy] Palm Oil： Summary of opinions of several futures companies in the morning paper on November 15th.

Summary of views of palm oil institutions Futures company Multi-space direction Core logic Nanhua futures shake The year-on-year reduction in palm oil supply leads to tight supply expectations, but the poor cost performance affects weak consumption and low inventory. Short-term arrival concentration may lead to inventory accumulation.

, need to pay attention to the stability of the quotation of the place of origin, and expect short-term or

Call back, but there is still an upward drive. Yongan research shake American political uncertainty and Trump’s coming to power may be opposite.

The biofuel industry has a negative impact, coupled with Brazilian soybeans

The expected increase in output has led to the market’s impact on the vegetable oil sector.

The view is biased towards shock. Capital outflow has also affected domestic oil.

Fluctuations in the fat market. Zhengxin futures shake The reduction of horse palm production and export supported the price, but the spot became

Light exchange and policy uncertainty lead to market wait and see, short

Period adjustment pressure exists, so it is recommended to wait for the opportunity to stabilize. Everbright futures shake BMD palm oil fell due to the decline of surrounding markets.

However, the EU delayed the implementation of EUDR regulations to limit the decline.

Indonesian B40 policy boosts market confidence, domestic oil and fat

Futures fell, but palm oil was relatively firm, so it is recommended to take more single participation.

And configure imaginary put options to test the support below. Shen Yin wanguo shake The decline of horse palm inventory is greater than expected, and the report is on the market.

The influence is neutral; However, the oil in the early stage rose too fast.

Kim’s profit-taking led to a callback, while Indonesia delayed.

B40 Plan and Unfavorable Rumors of American Biofuel Policy

Increase the risk of callback. Huatai futures shake Palm oil is supported by favorable producing areas, with strong demand and supply.

The positive side limits the downside, and the domestic price is higher than that of beans.

Oil and vegetable oil are obviously replaced in areas that are not just needed. It is recommended to

Buy on dips before the increase season.