“2022是食品通膨年” 森种植: 食油价续看涨
(图:马新社)
(吉隆坡8日讯)拥有全球最大油棕园的森种植(SIMEPLT,5285,主板种植组)预测,基于投资者未把俄乌战争风险全面纳入考量,食油价格的涨势看来将会持续。
市场未把俄乌战争风险全面纳入考量
该集团油脂、下游业务董事经理莫哈末哈里斯接受《彭博社》访问时表示:“如果你的购买期间是6个月,那么这个买入时机很好。”
然而,他表示,市场并未把所有风险全考量在内。他指出,战事若让乌克兰农夫错过了3、4月间的葵花种植期,那么全球的植物油短缺可能恶化。
“若乌克兰土地上不长葵花,意味2022至2023年,乌克兰不再有葵花籽油的供应,这将使得全球食品成本飙得更高。”
俄乌战争令全球食油市场紧绌,其中两种最普遍食用的棕油与大豆油价格高涨,且飙上新高。
俄罗斯与乌克兰出口全世界80%的葵花籽油,战事已令乌克兰各大港口关闭,交通物流与世断绝。
莫哈末哈里斯表示:“2022年是食品通膨一年,我们还未见原产品的超级周期;要抑制价格腾涨,这会是各国政府头痛的难题。”
莫哈末哈里斯:投资者未把俄乌战争风险全面纳入考量。
工人替补问题短期难解
大马这个全球第二大棕油生产国,正面临工人短缺无法采收鲜果串。他认为工人替补的问题,短期仍难以解决。
他表示,也许最大生产国的印尼会有更多棕油,若生物柴油政策放缓,但是这看来不容易。
印尼正加紧推进生物柴油计划,印尼能源与矿物部新能源与再生能源总监古斯迪那说,印尼正紧密监控原棕油与原油价走势。
价格敏感进口国已放缓购进原棕油,资深交易商巴特尔指出,印度与中国的棕油进口量跌至12个月新低。“上述两国的食用油库存已低,进口商或国家不再囤积,局面过于波动,价格也很高。”
他表示,近月货也难见有一些需求,尽管斋戒月即将到来,“买家仍买不下手”。
https://www.sinchew.com.my/20220308/2022%E6%98%AF%E9%A3%9F%E5%93%81%E9%80%9A%E8%86%A8%E5%B9%B4-%E6%A3%AE%E7%A7%8D%E6%A4%8D-%E9%A3%9F%E6%B2%B9%E4%BB%B7%E7%BB%AD%E7%9C%8B%E6%B6%A8/
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