Wasim Ahmad

[Wasim Ahmad @commoditiesinfo]

China's been busy! 🇨🇳 They've booked 18-30 Indonesian Palm Olein cargoes recently, taking advantage of lower prices from Indonesia's export policy changes. This strong demand should help palm oil prices! 📈🌴 #TradeNews

[Wasim Ahmad @commoditiesinfo]

🇲🇾 Malaysia #PalmOil exports weakened in May 1-31, 2026.

#Amspec: 1.139M tons (-15.4% m/m) #ITS: 1.281M tons (-8.8% m/m)

The sharp slowdown in exports could weigh on palm oil prices if production remains strong and inventories continue to build. #CPO #Palmoil

[Wasim Ahmad @commoditiesinfo]

Malaysia palm oil exports fell 9% in May after a 14% drop in April, marking two straight months of decline.

Weak competitiveness vs soybean oil and lower demand due to Middle East tensions weighed on exports.

Easing cash prices may support a demand recovery ahead.

[Wasim Ahmad @commoditiesinfo]

🚨 India edible oil imports rose to ~1.3M tons in May, driven by strong soybean oil demand. Palm oil stayed under pressure as refiners preferred soybean oil due to better pricing. Overall market trend remains soybean-led.

[Wasim Ahmad @commoditiesinfo]

South Korean vessel has successfully transited the Red Sea and is currently en route home, marking the sixth crude oil shipment to use the route, the Ministry of Oceans and Fisheries said Sunday-yonhap

[Wasim Ahmad @commoditiesinfo]

🇮🇩 Indonesia sets June 2026 CPO reference price at $1,029.51/T, cutting export duty to $148/T from $178/T.

Impact: Lower export taxes could boost Indonesian palm oil exports, increase global supply, and weigh on palm oil prices if demand fails to keep pace.

[Wasim Ahmad @commoditiesinfo]

India’s fuel exports may revive after slumping amid Ukraine and Iran conflicts — Business Standard

India’s fuel exports, which declined due to the Ukraine war and Middle East tensions, are expected to recover as global supply conditions improve and demand stabilizes.

[Wasim Ahmad @commoditiesinfo]

FARS NEWS: INFORMED SOURCES HAVE REJECTED TRUMP'S NEW CLAIMS ABOUT A POSSIBLE DEAL WITH IRAN, DESCRIBING HIS REMARKS AS 'A MIXTURE OF TRUTH AND LIES' AND AN ATTEMPT TO PORTRAY A FAKE VICTORY.

[Wasim Ahmad @commoditiesinfo]

JUST IN - Pakistan's Prime Minister's Office announces a 22-rupee per liter reduction in petrol and diesel prices.

[Wasim Ahmad @commoditiesinfo]

Fars News Agency reports that Iranian sources have issued denials regarding recent statements attributed to former President Trump. 📰🌍🗣️

[Wasim Ahmad @commoditiesinfo]

Indonesia is slashing crude palm oil export taxes from $178/T to $148/T! This could boost their global market share and increase export flows. Looks like Malaysian palm oil prices might feel the squeeze. 🌴 #Palmoil

[Wasim Ahmad @commoditiesinfo]

🌴 Bursa Malaysia CPO futures saw an increase today! This is due to stronger crude oil prices and other vegetable oils. Geopolitical tensions are rising, influencing global vegoil markets. 🌍💰 #PalmOil

[Wasim Ahmad @commoditiesinfo]

==Iran's new permit and toll regime for the Strait of Hormuz is a game-changer! 🚢 This critical chokepoint could see major shifts in crude flows, freight, and insurance. Global energy markets, brace yourselves! 🌍⛽ #Oil #Geopolitics

[Wasim Ahmad @commoditiesinfo]

Palm oil futures are bouncing back after Indonesia's new export system caused a selloff! FCPO Aug jumped 0.61% to 4,485 ringgit/ton. However, traders are wary that Indonesia might ramp up exports before full implementation, capping further gains. 😬 Stay tuned! 🧐

[Wasim Ahmad @commoditiesinfo]

𝗕𝗟𝗢𝗢𝗠𝗕𝗘𝗥𝗚 𝗪𝗔𝗥𝗡𝗦: 𝗜𝗙 𝗧𝗛𝗘 𝗦𝗧𝗥𝗔𝗜𝗧 𝗢𝗙 𝗛𝗢𝗥𝗠𝗨𝗭 𝗗𝗢𝗘𝗦 𝗡𝗢𝗧 𝗥𝗘𝗢𝗣𝗘𝗡 𝗕𝗬 𝗔𝗨𝗚𝗨𝗦𝗧, 𝗧𝗛𝗘𝗥𝗘 𝗠𝗔𝗬 𝗕𝗘 𝗔 𝗥𝗜𝗦𝗞 𝗢𝗙 𝗔 𝗥𝗘𝗖𝗘𝗦𝗦𝗜𝗢𝗡 𝗥𝗜𝗩𝗔𝗟𝗜𝗡𝗚 𝗧𝗛𝗘 𝗚𝗟𝗢𝗕𝗔𝗟 𝗙𝗜𝗡𝗔𝗡𝗖𝗜𝗔𝗟 𝗖𝗥𝗜𝗦𝗜𝗦

[Wasim Ahmad @commoditiesinfo]

🔴𝗖𝗛𝗜𝗡𝗘𝗦𝗘 𝗢𝗜𝗟 𝗥𝗘𝗙𝗜𝗡𝗘𝗥𝗜𝗘𝗦 𝗥𝗘𝗣𝗢𝗥𝗧𝗘𝗗𝗟𝗬 𝗝𝗨𝗦𝗧 𝗦𝗔𝗪 𝗠𝗔𝗥𝗚𝗜𝗡𝗦 𝗣𝗟𝗨𝗡𝗚𝗘 𝗧𝗢 𝗧𝗛𝗘𝗜𝗥 𝗠𝗢𝗦𝗧 𝗡𝗘𝗚𝗔𝗧𝗜𝗩𝗘 𝗟𝗘𝗩𝗘𝗟 𝗜𝗡 𝗛𝗜𝗦𝗧𝗢𝗥𝗬 — 𝗭𝗘𝗥𝗢𝗛𝗘𝗗𝗚𝗘

[Wasim Ahmad @commoditiesinfo]

🌴 🌴 🌴 🌴 🌴
Indonesian CPO exports trade at ~$97.50/ton discount vs Malaysian futures — widest since Feb. If sustained, it could boost Indonesian exports, shift global demand, and pressure Malaysian prices. 📉🌴

[Wasim Ahmad @commoditiesinfo]

🌴 CPO futures dipped due to Indonesia's uncertain export policy. Panic selling ensued as traders feared potential supply disruptions from export controls. Now, we wait for clearer policy direction from Indonesia. 📉🇮🇩 #CPO #MarketUpdate

[Wasim Ahmad @commoditiesinfo]

Chinese refiners bought 16 VLCC cargoes of Brazilian crude for July arrival, signaling strong oil demand and providing support to global crude prices.

[Wasim Ahmad @commoditiesinfo]

Oil prices are climbing today ! Iran's leader stating they won't export enriched uranium is stirring the pot. This complicates US-Iran talks and fuels geopolitical tensions in the energy market. 🌍⛽️ #OilPrices