2
Bullish Signals
3
Bearish Signals
3
Neutral Signals
8
Total Articles
Market News Feed8 articles
MPOB: April End Stock Rises 1.7% to 2.30M MT
Inventory levels higher than trade estimates, pressuring near-term prices.
Indonesia to Keep Export Levy at 10% for June 2026
No changes to the current CPO export levy schedule confirmed.
India Palm Oil Imports Drop 26% Year-on-Year in April
Indian buyers switching to cheaper Argentine soybean oil amid high CPO prices.
MPOA May Production Data Preview: Estimates at 1.42M MT
Early field surveys suggest production recovery from April lows.
China Palm Oil Forward Buying Picks Up for Aug–Sep
Chinese refiners covering positions ahead of seasonal demand uplift.
India GST Review on Edible Oils Expected Next Month
Any reduction in import duty could boost Indian palm oil demand.
La Niña Watch Issued for Q3 2026 — May Support MY Output
Above-normal rainfall forecast for Malaysia improving FFB yields outlook.
Argentina Soybean Harvest Upgraded to Record 51M MT
Bumper South American crop adds pressure to global vegetable oil complex.
Key Market DriversPrice impact analysis
Energy Market Weakness▼ bearish
Brent down 3% dragging vegetable oil complex lower via biodiesel linkage.
India Import Slowdown▼ bearish
India switching to cheaper Argentine soy. Reduces MY export volume.
Weaker MYR▲ bullish
MYR at 4.01/USD enhances competitiveness of Malaysian palm oil exports.
China Forward Buying▲ bullish
Refiners covering Aug–Sep positions provides near-term floor support.
Indonesia B35 Mandate▲ bullish
Domestic biodiesel mandate absorbing 1.2M MT reducing available exports.
Higher Stock Expectations▼ bearish
Bloomberg survey: May-end stocks +2.2% MoM to 2.36M MT. Bearish if confirmed.
Reports Library
MPOB Monthly Supply & Demand Report
May 2025Official
USDA OILSEEDS World Markets & Trade
May 2025Official
GAPKI Monthly Production Update
Apr 2025Official
ITS Export Survey — Malaysia Apr 25
Apr 2025Survey
AmSpec Export Cargo Survey
Apr 2025Survey
BMD FCPO Market Commentary
5 Jun 26Market