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Weather risk, energy prices and the daily palm oil news — all in one place.

Weather & ENSO

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ENSOEl NiñoONI +1.8°C
RegionNext 7dPast 30dStatus
Peninsular Malaysia38 mm125 mmNormal
Sabah64 mm126 mmNormal
Sarawak73 mm76 mmNormal
Sumatra/Riau37 mm124 mmNormal
Kalimantan1 mm19 mmDry

Next 7d is forecast (MET Norway); past 30d is observed (NASA POWER, ~2-day lag). Status reflects the 7-day outlook.

Energy Desk

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Brent crude$104.61 / bbl
last session 0.00%
7 days 8.65%
15 days 18.74%
30 days 13.68%
trending upas of Sep 13, 2026
$69Brent, past 3 months$110

Crude is trending higher across both the week and the month. Firmer crude improves biodiesel blend economics, lending support to palm oil demand.

Latest news & briefs

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Sep 07, 2026

Market brief

Indonesia 2027 Palm Output Seen Down 2.9% on GAPKI, Signaling Supply Tightness

Projected decline adds to bullish supply narrative amid strong biodiesel demand and firm crude.

Compliance

Halal Certification for Palm Products: Scope, Bodies, and Trade Impact

Understanding halal certification: what it covers, who issues it, and its role in Middle East and Southeast Asian palm oil trade.

Weather & crops

El Nino Lingers as Rain Normalizes; Palm Yield Lag Still in Play

Dry-season impacts from El Nino continue to temper output recovery despite broadly normal rainfall across Malaysia and Indonesia.

Demand watch

India palm oil demand watch: imports steady ahead of festivals as CPO consolidates

World's top buyer keeps buying pace despite duty talk; El Niño and currency add background risk

Policy & energy watch

Indonesia B50 rollout, B60 prep tighten CPO supply outlook

Biodiesel mandates lift domestic absorption, squeeze exportable supply and keep policy risk elevated

Market brief

Palm oil slips to $1,143 as B50 and El Niño battle August stock fears

Malaysian CPO is down 0.8% on the day, but our model's factor balance shows five bullish drivers against four bearish ones, with the upcoming MPOB inventory report the near-term pi

Weather & crops

El Niño Builds as Palm Belt Rainfall Stays Normal

Normal rains keep near-term harvesting smooth, but ONI +1.8 points to yield pressure over the next 6–12 months.

Policy & energy watch

B50 Rollout and Regional Biofuel Ambitions Test Indonesia’s Palm Oil Supply

Parliamentary support for B50 and E20, GAPKI’s flexibility warning, and Pertamina’s coverage milestone reshape demand and compliance risks for palm oil buyers.

Products explained

Cocoa Butter Substitute from Palm Kernel Stearin: Process and Applications

How hydrogenated palm kernel stearin becomes a lauric CBS for compound coatings, bakery fats, and confectionery filling uses.

Market brief

CPO near $1,143 as seven-month inventory risk meets B50 demand

Malaysian benchmark slips 0.8% while traders weigh August stock expectations against El Niño and Indonesian biodiesel support.

Sep 06, 2026

Market data

Global Palm Oil Stocks-to-Use: Gauging the Ratio's Price Signal

As Malaysia's stocks climb, the global stocks-to-use ratio nears a pivot; history says levels above 15% soften prices.

Products explained

Palm Oil vs Coconut Oil: Yield, Cost, Properties and Market Niches

A neutral comparison of two tropical oils across yield, cost, properties, applications and sustainability, with buyer guidance.

Market brief

Palm Oil Steadies Near $1,153 as Bullish Supply Risks Joust with August Stock Build

Five bullish factors—El Niño, B50, a wide BOPO spread, Brent and trend—keep the upside in charge, but front-loaded MPOB inventory fears and weak soyoil temper the near-term tape.

Policy & energy watch

Indonesia B50 rollout reaches key milestone; palm supply flexibility flagged

Recent coverage shows national B50 distribution at 80% and 90% of Pertamina stations, while GAPKI flags feedstock supply challenges.

Palm oil facts

Why the oil palm out-yields every other oil crop, hectare for hectare

Understanding the yield advantage helps procurement teams assess land use, supply concentration and long-term sourcing trade-offs.

Market brief

Malaysian CPO holds around $1,153/MT as stock-build risk meets B50 and El Niño support

Benchmark Malaysian palm oil edges up 0.1% to $1,153/MT, but mixed signals from August MPOB stock expectations, Indonesia’s B50 rollout and El Niño keep the near-term bias soft.

Policy & energy watch

Indonesia B50 rollout nears full mandate as B60 prep begins

Full B50 implementation targets Oct 1; GAPKI flags feedstock flexibility needs ahead of B60 work

Market brief

Palm Oil Steady Near $1,153 as Gapki Flags 2.9% 2027 Output Drop on El Niño

CPO holds near $1,153/MT; Malaysia stocks seen at seven-month high, but Gapki's 2027 output warning, B50 and crude support floor.

Sep 05, 2026

Palm oil facts

The Sustainability Reckoning: How 2000s Deforestation Campaigns Reshaped Palm Oil Governan

A historical look at how environmental pressure drove certification, buyer policies and regulation in the palm oil trade.

Products explained

Cocoa Butter Substitutes: The Technical and Commercial Sourcing Guide

How CBS fats work, why they matter commercially, and what procurement and R&D teams must evaluate when sourcing.

Market data

Palm Oil Weekly: CPO Steady Near Highs, MPOB Data Looms

Malaysian CPO holds near $1,153/MT as market eyes MPOB stocks, El Niño, and biodiesel demand.

Market brief

Palm Oil Holds Near $1,153 as B50, Crude and El Niño Offset MPOB Fears

Five bullish factors hold the upper hand over three bearish ones, but our model sees choppy trade with a slight downside bias into the upcoming MPOB data.

Policy & energy watch

B50 Rollout Progresses but 2027 Supply Flexibility Flagged by GAPKI

B50 biodiesel blending advances as distribution reaches 80% of Pertamina stations, while GAPKI flags 2027 supply and flexibility challenges.

Products explained

How Palm Kernel Stearin Becomes a Cocoa Butter Substitute and Where It Is Used

A practical guide to fractionation, hydrogenation and key end uses for procurement teams and first-time palm-product buyers.

Market brief

Palm Oil Contracts Near Highs as MPOB Build and B50, El Niño Risks Collide

Malaysian CPO near $1,153/MT with bearish stock preview offset by B50 distribution and El Niño supply worry; buyers await MPOB data.

Policy & energy watch

Indonesia B50 rollout nears full coverage; B60 prep and supply flexibility in focus

B50 distribution hits 80% ahead of full mandate; GAPKI flags supply and flexibility needs for 2027 B60.

Market brief

CPO Steady Near Highs; August Stocks Seen at 7-Month Peak

Malaysian CPO benchmark holds near $1,153/MT as August inventories are expected to hit a seven-month high; El Niño risks persist.

Sep 04, 2026

Palm oil facts

Five Common Myths About Palm Oil Debunked with Industry Facts

A practical guide for procurement managers and first-time buyers separating fact from fiction.

Market brief

Palm Oil Holds Near $1,154 as Demand-Side Bullish Factors Edge Out Peak-Season Supply

Malaysian CPO is steady at RM4,664/MT, with BOPO discounts, El Niño supply fears, and Indonesia’s B50 rollout offsetting high July stocks and technical resistance.

Policy & energy watch

B50 rollout and supply signals sharpen Indonesia's palm oil policy outlook

Full B50 implementation on 1 October 2026 and 80% distribution progress arrive as El Niño debate splits supply views.

Compliance

EUDR Due Diligence Statements: A Buyer's Practical Overview

For procurement managers and first-time palm oil buyers, a concise guide to preparing and submitting due diligence statements under the EU Deforestation Regulation.

Market brief

Malaysian CPO Holds at $1,154/MT; Stocks Rise but El Niño, B50 Loom

Malaysia’s July stocks rose 7.2%, but El Niño and Indonesia’s B50 rollout are supporting the market near $1,154/MT.

Policy & energy watch

Indonesia B50 Full Rollout Set for Oct 1; B60 Prep Begins

Full B50 implementation targeted Oct 1; B60 assessments underway—policy signals tighten domestic CPO use.

Market brief

Palm Oil Steady as Malaysia August Exports Slip on Weak Indian Demand

Malaysian CPO benchmark holds near flat as August export data shows softer Indian buying, while El Niño risks and Indonesia's B50 rollout offset peak supply.

Weather: NOAA CPC (ENSO) & MET Norway (rainfall). Energy: EIA via FRED. News is AI-assisted analysis with sources linked — information only, not advice. Data credits.

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