🇲🇾 MALAYSIA PALM OIL EXPORTS OCT 1–20, 2026 AmSpec: +78.4% 1,084,928 MT ITS: +58.5% 1,131,813 MT STRONG EXPORT GROWTH — A POSITIVE SIGNAL FOR PALM OIL. #PalmOil #CPO

INDIA’S PALM OIL IMPORTS RISE, WHILE SOYOIL AND SUNFLOWER OIL IMPORTS DECLINE India’s palm oil imports in September increased by 4.5% from August to 817,884 metric tons, according to the Solvent Extractors’ Association of India (SEA), which released the data on Thursday.

🇲🇾 Malaysia Budget 2027: No palm oil export duty cuts or tax relief announced. 🌴 RM280.03m for replanting, RM100m for farm roads, and additional funds for disease control and downstream businesses. 📊 Focus remains on productivity, not tax reductions. #PalmOil #FCPO

🇮🇳 INDIA BOOSTS PALM OIL BUYING After New Delhi cut edible-oil import duties, Indian refiners are rushing to rebuild low inventories ahead of Diwali and the wedding season. Patanjali Foods says 200,000+ tonnes of CPO were bought in the past week. #PalmOil #India

Dorab Mistry expects palm oil to stay within MYR 4,500–5,000/MT through December. High stocks may pressure prices, while Indonesia’s B50 biodiesel mandate and possible El Niño-related supply risks could support the market in 2027. #PalmOil #FCPO

🌴 #PalmOil #SPPOMA Sep 1–25: Yield: +18.73% OER: +0.40% Production: +20.84% Strong production growth could put near-term pressure on palm oil prices. Exports, stocks, crude oil and biodiesel demand remain key factors.

Malaysian palm oil futures fell over 2% on Friday, hitting their lowest level in more than 7 weeks. Key pressures: • Expectations of higher production • Weak export demand • Rising inventory concerns #PalmOil #CPO #FCPO #Malaysia

🇮🇳🌴 INDIA | PALM OIL India reportedly bought around 70,000 MT of palm oil for October shipment at approximately $1,275/MT CNF. If confirmed, this points to firm Indian demand and could provide near-term support to palm oil. #PalmOil #CPO #Vegoils

🇮🇳 India cuts edible-oil import duty from Sept 24: 🌴 Crude Palm/Soy: 10% → 5% 🌻 Crude Sunflower: 10% → 0% Refined rates remain unchanged. 📌 Positive for future Indian buying, but the near-term impact depends on fresh demand and stocks.

🌴 PALM OIL | MARKET UPDATE Palm oil remains soft as weak exports, higher Malaysian production expectations, softer crude oil and pressure from rival oils weigh on sentiment. A recovery may need stronger export demand or renewed crude oil support. #CPO #PalmOil #Vegoils

🌴 PALM OIL | 2027 OUTLOOK Malaysia exports expected around 16M tonnes. Indonesia production: -1.9M tonnes Malaysia production: -0.7M tonnes Indonesia exports: ~3M tonnes lower Lower supply and higher biodiesel demand may support palm oil prices.

🚨 INDIA SOYOIL IMPORTS MAY HIT RECORD 🇮🇳 India’s soyoil imports could rise 4.2% to 5.7M tonnes in 2025/26 as higher palm & sunflower oil prices make soyoil more competitive. Higher soyoil imports may limit palm oil purchases, impacting global palm demand.

Malaysia Palm Oil Update 🌴 SPPOMA (1–15 Sep): Yield +18.75% OER +0.48% Production +21.28% Production growth remains strong, indicating higher supply pressure on the palm oil market.

🌴MALAYSIA PALM OIL — AUGUST 2026 PRODUCTION ROSE SLIGHTLY, WHILE CPO AND TOTAL STOCKS INCREASED. EXPORTS FELL 7.5%, WHICH IS NEGATIVE FOR THE MARKET. OVERALL, THE REPORT IS SLIGHTLY BEARISH, BUT NOT STRONGLY BEARISH.

🚨 Biofuel Update: The White House is reportedly considering adding 500M gallons to 2027 biofuel quotas to offset higher-than-expected small refinery exemptions. EPA may approve more exemptions this week. No official announcement yet.

🌴 🌴 🌴 🌴 🌴 Malaysia Palm Oil ⚠️ Exports are weakening sharply in August, while production remains higher. ➡️ Exports ↓ ➡️ Production ↑ ➡️ Stocks ↑ Risk If this trend persists, higher end-August inventories could put pressure on CPO prices.

🌴 SPPOMA | Aug 1–20 Production: -3.14% 🔻 Yield: -4.09% 🔻 OER: +0.18% Production remains under pressure, a bullish signal for palm oil prices. 📈 #PalmOil #CPO #FCPO

🌴 🌴 🌴 🌴 MPOC expects CPO prices to remain above RM4,600/tonne in September, supported by tightening supply and geopolitical disruptions. 2027 FCPO is already above RM5,000, while Indonesia’s B50 biodiesel demand could strengthen further after September. Bullish for CPO.

🇲🇾 MPOB JULY DATA: Production +9.4% & stocks +3.3% are bearish, while exports surged +14.5% and offer strong support. Overall: NEUTRAL TO BEARISH for CPO. 🌴 #MPOB #PalmOil #CPO

🇨🇳 STRONG CHINESE DEMAND RETURNS! Reports suggest China purchased around 10 cargoes of U.S. soybeans on Thursday, providing fresh support to soybean futures and lifting overall market sentiment.