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Ekspor CPO Malaysia Turun Harga Naik Cetak E-mail

Kamis, 02 Agustus 2012

JAKARTA. Ekspor minyak kelapa sawit alias Malaysia menurun. Akibatnya, harga CPO kembali terangkat. Penguatan harga diprediksi berlanjut hingga akhir bulan.

Kontrak pengiriman crude palm oil (CPO) untuk Oktober 2012, di bursa berjangka Malaysia, Rabu (1/8), senilai RM 2.985 per ton. Harga itu naik 0,18% daripada posisi penutupan hari sebelumnya.

Data surveyor Intertek ekspor CPO dari Malaysia per Juli turun 15% menjadi 1,23 juta ton dibandingkan bulan sebelumnya. Estimasi Societe Generala de Surveillance juga menyebutkan jumlah pengiriman CPO akan lebih rendah 18,5% di 1,19 juta ton.

Namun, ekspor dari Indonesia dapat meningkat 23% menjadi 1,4 juta ton pada bulan ini. Ini karena pajak ekspor di Indonesia lebih rendah. “Harga turun karena ekspor malaysia menurun dan diambil alih Indonesia,” ujar Paramalingan Supramaniam, Direktur Pelindung Bestari Sdn seperti dikutip Bloomberg.

Malaysia berencana meningkatkan kuota pengiriman CPO bebas pajak sebanyak 2 ton. Ini agar bisa meningkatkan harga CPO lokal. Malaysia sedang berusaha membalikkan pelambatan pengiriman setelah Indonesia memangkas pajak ekspor pada Oktober.

Sandeep Bajoria, CEO Sunvin Group, Mumbai mengatakan pada Bloomberg, mulai Agustus, India akan mengimpor CPO dari Malaysia karena adanya kuota tambahan sebanyak dua ton. "Ekspor Malaysia akan meningkat dan akan mengangkat harga CPO," perkiraan Bajoria.

Impor India sampai akhir tahun diproyeksi masih akan meningkat. Musim kemarau yang melanda India membuat negara tersebut membutuhkan banyak bahan bakar. B.V. Mehta, Direktur Eksekutif Solvent Extractors Association India, mengatakan, pembelian minyak nabati sampai November tahun ini bisa mencapai 9,5 juta ton.

Permintaan naik

Analis senior Monex Investindo Futures, Ariana Nur Akbar, mengatakan, penurunan ekspor Malaysia disebabkan berkurangnya permintaan CPO industri. Tapi karena, konsumsi di saat Ramadhan tidak meningkat, ekspor CPO Malaysia tergerus.

Meski begitu, Ariana memprediksi harga CPO akan kembali meningkat seiring meningkatnya permintaan jelang Lebaran. “Koreksi harga CPO saat ini bisa dikatakan masih wajar. Bila harga mencapai level RM 2.700-an per ton, maka investor akan melakukan aksi beli," ujar Ariana. Saat ini, investor cenderung menunggu, karena harga belum menunjukkan pergerakan yang berarti.

Analis Pasar Fisik Soe Gee Futures, Renji Bestari, menambahkan, harga CPO seharusnya menguat mengikuti harga komoditas agribisnis yang lain. Menurut dia, pelemahan harga CPO diakibat kan menguatnya dollar AS. Saat dollar AS melemah, CPO akan kembali menguat.

Renji memprediksi, harga CPO masih berpotensi naik karena tingginya permintaan di negara muslim menjelang hari raya Idul Fitri. Dia memprediksi harga CPO pekan ini menguat di rentang RM 2.950 hingga RM 3.150 per ton.

Untuk akhir bulan, harga akan berkisar dari RM 3.150 hingga RM 3.200 per ton. Proyeksi Ariana, CPO akan bergerak melemah dari RM 2.973 hingga RM 3.055 per ton.

http://investasi.kontan.co.id/news/ekspor-cpo-malaysia-turun-harga-naik


 

 
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