Jin Ten Futures, January 7, according to foreign media reports, the trade ministry of Indonesia, the world's largest palm oil producer, is considering revising the crude palm oil export ratio to accommodate the implementation of the B40 biodiesel blending project this year. Industry bodies generally expect that with the implementation of the B40 project, Indonesia's biodiesel demand will rise sharply, and domestic supply needs to be adjusted. Indonesia's trade minister said at a press conference...
Gold Ten Futures Special New Lake Futures Comments: This morning, the Indonesian government may implement B40 on January 1, 2025, the news fermented, palm oil led the oil sector, P2501 increased to 2% in the morning. Yesterday, there was relevant news but the market did not seem to pay attention. Today, there is another news that the Indonesian Ministry of Energy and Mineral Resources announced that B40 will be mandatory from January 1, 2025. Since the beginning of this year, the Indonesian side...
金十期货特约新湖期货点评:今日上午,印尼政府2025年1月1日可能实施B40的消息发酵,棕榈油领涨油脂板块,P2501上午增仓上涨至2%。昨日已有相关消息但市场似乎没有关注到。今日再有消息显示,印尼能源和矿产资源部宣布,2025年1月1日起将强制实施B40。今年以来,印尼方面已多次表示2025年将实施B40,相关领域的B40燃料测试工作一直在展开,但官方始终没有给出2025年B40实施的确切时间,BMD毛棕盘面也并未交易这一或有利多。今日消息若属实,2025年印尼全面实施B40,可能令印尼毛棕的生柴消耗量相比实施B35的2024年增加200多万吨。在近两年印尼棕榈油产量增速明显放缓背景下,B40的实施可能令印尼2025年棕榈油供需紧张。中长期,2025年印尼B40政策将利多国际棕榈油价格的走强。