Se espera que la demanda de aceite de palma se recupere, respaldada por una creciente necesidad en Asia-Pacífico, una mayor asequibilidad y mejores políticas globales de biocombustibles. Kenanga Research dijo en un informe que la recuperación en el mercado de suministro de aceite comestible ha sido moderada en lo que va del año, con América del Sur, particularmente Argentina, reportando un excedente de soya menor a lo esperado.

This muted inventory outlook is projected to extend into 2024. On the other hand, Brazil is expected to post a record soybean harvest. “While Brazil is the top producer, Argentina is actually more important for international trade, often ranking as the third or fourth-largest edible oil exporter in the world after Indonesia, Malaysia and sometimes Russia. “Fortunately for the edible oil supply market, palm oil supply should also improve,” Kenanga Research said. The research house said palm oil supply should recover this year, with crude palm oil (CPO) prices likely to remain firm in 2023 and 2024. This is with the exception should palm oil, soy oil and rapeseed oil harvests improve significantly in the latter part of this year. “The higher palm oil production of 3% to 5% year-on-year in 2023 should ease oil supply, even if on a limited ...

Fuente

UkrAgroConsult

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