News & Data

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Aug 14, 2026

Palm oil facts

Palm Oil's 5,000-Year Journey: From West Africa to Global Trade

A practical timeline of how a regional crop became the world's most traded vegetable oil.

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Policy & energy watch

Biodiesel mandates, El Niño underpin palm oil despite stock build

Policy and weather signals support prices as Malaysia trims reference price and B50 rollout advances.

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Market brief

Palm Oil Steady Near $1,106 as Stocks Rise, El Niño and Biodiesel Loom

Malaysian benchmark holds near $1,106/MT despite higher stocks; crude gains and El Niño support, while supply outlook weighs.

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Market brief

SE Asia Biodiesel Mandate Hikes to Boost Palm Oil Demand

Indonesia, Malaysia and Thailand raise 2026 biodiesel mandates, tightening palm oil export availability.

1 sources linked →

Market brief

Malaysia July Palm Oil Stocks Hit 5-Month High on Output Gain

MPOB data shows stocks up 7.2% month-on-month as production rises 9.4%, signaling supply pressure.

1 sources linked →

Market brief

Palm Oil's Upside Has the Upper Hand, but Near-Term Path Is Flat

A $476 soybean-oil discount and El Niño support CPO, while a five-month high in Malaysian stocks and peak production cap gains.

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Demand watch

India and China palm demand: mixed July import data, wide BOPO support

Conflicting Indian import reports for July, a $476 BOPO spread, and pre-festive seasonality frame the near-term demand outlook for palm oil.

2 sources linked →

Compliance

EUDR Due Diligence Statements: A Practical Guide for Palm Product Buyers

What procurement teams and first-time buyers need to know about preparing, verifying and submitting due diligence statements under the EUDR.

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Market brief

Palm oil pauses near RM4,520 with July stocks at 5-month high

Malaysian CPO edges up to RM4,520; July MPOB stocks rise to 5-month high, India import reports conflict.

5 sources linked →

Aug 13, 2026

Market data

World palm balance sheet: output, stocks, trade and the price-setting line

Malaysia's July data show peak output and rising stocks, while El Niño and biodiesel economics frame the global balance.

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Buyer's guide

Palm Oil Packaging: Flexitanks, IBCs, Drums, or Bulk Vessel?

A practical guide to choosing the right palm oil packaging for your supply chain.

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Weather & crops

El Niño's lingering lag effect meets dry Sarawak, Kalimantan belts

July output jumps 9.4% MoM, but dry weather in key regions points to a delayed yield drag

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Market brief

Palm Oil Balances Wide Soybean Discount Against Five-Month Malaysia Stocks

Malaysian CPO is around $1,104/MT as the model sees four bullish and four bearish factors, with a mild drift to ~$1,101 in the seven-session outlook.

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Policy & energy watch

Policy Watch: B50 Rollout and Malaysia's September Duty Signal Tighter Supply

Regional biodiesel mandates lift demand; Malaysia's reference price cut keeps export duty at 10%.

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Market brief

Palm Oil Jumps to Four-Month High Above RM4,750 on Crude, Rival Oils

Malaysian CPO futures rally past RM4,750/MT, a four-month high, as stronger crude oil and gains in rival vegetable oils outweigh supply pressures.

6 sources linked →

Aug 12, 2026

Market brief

El Niño Risk Intensifies as MPOB July Data Shows Stocks Build

Strong El Niño probability mounts, raising supply concerns despite ample Malaysian inventories and peak output.

2 sources linked →

Products explained

Fractionation Science: How Olein, Stearin and Mid-Fractions Are Separated

A neutral look at the state of research on palm oil fractionation, what is well established, and where evidence is still evolving.

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Palm oil facts

A history of palm oil price shocks: the episodes that moved the market most, and what caus

From wartime shortages to the 2008 spike and 2022 conflict, a look at the forces behind the market's biggest swings.

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Policy & energy watch

How West African Palm Oil Policy Shapes Your Landed Cost

A practical guide to Nigeria's import restrictions and forex measures, and what they mean for procurement managers.

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Policy & energy watch

How Indonesia's DMO/DPO Rules Work and Why They Tighten Palm Oil Supply

A step-by-step explainer of Indonesia's domestic market obligation and how it periodically reduces export availability.

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Market brief

Palm Oil Steady as Crude Surge Offsets Rising Stocks

Bullish biodiesel demand and El Niño concerns counter bearish supply dynamics, keeping palm oil in a narrow consolidation range.

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Policy & energy watch

Biodiesel mandates, EU rules reshape palm oil demand and trade flows

Higher blend mandates in top producers lift crude palm demand; EU deforestation rules test Africa's export competitiveness.

4 sources linked →

Market brief

Palm Oil Steadies Near $1106 as Crude, El Niño, and Stocks Shape Outlook

Malaysian benchmark holds near four-month highs; MPOB stocks rise, but crude strength and El Niño lend support.

6 sources linked →

Aug 11, 2026

Market data

Palm Oil vs. Soft Oils: Substitution Economics in a Tight, Wet Market

Malaysian stocks build and El Niño dries Kalimantan, but a wide gasoil spread keeps palm competitive in biodiesel.

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Policy & energy watch

ISPO Certification in Indonesia: Scope, Smallholder Timeline, and Alignment with RSPO and

Understand how Indonesia's mandatory palm oil certification works, its phased smallholder rollout, and how it interacts with global standards.

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Compliance

Pakistan Edible Oil Imports: Duties, TCP Role, Currency Impact

How Pakistan's duty structure, state trading, and FX constraints shape edible oil landed costs.

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Weather & crops

El Niño Lingers: Dry Kalimantan, Wet Harvests Shape Palm Oil Outlook

ENSO remains in El Niño with ONI +1.4; Kalimantan dry, while Malaysia sees rain. Lagged yield impact and current logistics disruptions weigh on output.

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Market brief

Palm Oil Edges Higher as Bullish Forces Outweigh Bearish Inventory Build

Malaysian CPO benchmark holds above $1,100/MT, supported by strong BOPO discount and Brent rally, though ample stocks cap gains.

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Policy & energy watch

Biodiesel mandates, El Nino shape palm oil policy outlook for buyers

Higher blends in top producers support demand, but El Nino and ample stocks temper price gains.

3 sources linked →

Market brief

Palm Oil Steady Near $1,108 After Four-Month High; Stocks, El Niño in Focus

Malaysian CPO holds near $1,108 as exports jump 14.5% but stocks rise; Dalian and crude strength underpin, while Indonesia sets August reference at $996.52.

6 sources linked →

Aug 10, 2026

Market data

Surge in Malaysian Palm Oil Output Lifts July Stocks to 1.43 Million Tonnes

MPOB data shows production rose 9.4% on-month, pushing inventories 7.2% higher despite a 14.5% export rebound. FFB prices edged up, but near-term CPO outlook remains pressured.

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Compliance

EU RED III and Palm Biofuel: How Renewable Status Was Lost and Where Demand Went

Explaining the mechanism behind the EU's phase-out of palm-based biofuel and its impact on exporters and traders.

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Products explained

3-MCPD and Glycidyl Esters: Formation, Mitigation, and the State of the Evidence

How process contaminants arise in refined palm oil, what mitigation can and cannot do, and where the science remains unsettled.

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Compliance

India's Edible Oil Self-Sufficiency: How the Oil Palm Mission Reshapes Import Demand

Understanding India's National Mission on Edible Oils and its oil palm expansion targets—what it means for importers, exporters, and trade flows.

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Weather & crops

El Niño Lingers as Sarawak, Kalimantan Dry Out; Rain Disrupts Harvests

Dry conditions persist across key belts while heavy rain hits logistics; output outlook mixed

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Market brief

Palm Oil Consolidates Above $1,100 as El Niño and B50 Offset Weak Biofuel Economics

The Malaysian benchmark holds near $1,102/MT ahead of a key supply report, with a bullish inventory inflection expected to test the bearish pressure from crude oil and China.

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Policy & energy watch

Southeast Asia Biodiesel Mandates Tighten Palm Oil Supply Outlook

Indonesia, Malaysia and Thailand raise 2026 biodiesel mandates; B50 rollout and El Niño tighten supply.

2 sources linked →

Market brief

Palm Oil Steadies Near $1,102 as India Imports Surge, El Niño Risk Builds

Malaysian CPO holds at $1,102/MT; India's buying hits 10-month peak, but July MPOB data shows rising stocks and Indonesia sets a lower August reference price.

6 sources linked →

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.