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5. memperkukuh ketelusan rantaian bekalan.
Sumber: Astro Awani
#MyCommunityNews
#NegeriSembilan
#MPOB
DAILY MARKET UPDATE - 12 MAY, TUES
MPOB April turns bearish 📉Output surged while exports slumped, lifting palm oil stocks despite firmer local demand.
#MPOB #PalmOil #CPO #FCPO #PalmOilMarket #CommodityMarket #BursaMalaysia #CrudePalmOil #MarketUpdate #BearishSentimenT

FCPO trades higher tracking gains in #CrudeOil ahead of key - #MPOB data release in an hour 1230pm SG/MY. Focus will be on the extent of Apr production rise and #biodiesel exports following favorable POGO spread.
Weekly Market Wrap - 13 Apr, Monday 📉
JUN: 4535 (-108) | Bias: Bearish/Consol | Sentiment: Neutral
Holds support after pullback
🛑 4350/4300 | 🚧 4644/4696
🌴 MPOB Mar: Output ↑ | Exports ↑ | Stocks ↓
#PalmOil #CPO #MPOB #MarketUpdate #Vegoils

#MPOB #Malaysia #Palmoil Report Highlights
https://t.co/IcXlqBJL5r
Malaysia’s palm oil production has started to witness a seasonal decline, though with a delayed onset this year. January maintained a strong production pace, rising by 0.337 million tons year-on-year from last year’s 1.239 million tons. February continued the growth trend with an increase of 95,768 tons, while March marked the first decline, falling short by 10,767 tons compared to last year.
Despite the March dip, Q1 (Jan–Mar) production remains robust, totaling 4.237 million tons, up 11.06% (0.422 million tons) from last year. Notably, March production is the lowest in the last three years, indicating the beginning of seasonal pressure.
On the trade side, high domestic stocks limited imports, with Malaysia’s palm oil imports during Jan–Mar falling by around 0.1 million tons year-on-year. Interestingly, while CPO production rose by 11%, olein production increased at a slower pace (5.5%), whereas stearin output surged 14%, suggesting higher FFA levels in FFB due to wet weather conditions.
Export dynamics turned sharply bullish in March:
· Total palm oil exports surged 40.76% (+0.449 million tons)
· RBD Olein exports jumped 72.28% from February levels
· Overall olein exports rose 72% month-on-month
· However, CPO exports declined 17.26%, making it the only segment showing weakness
A significant 17% drop in March stocks supported market sentiment, pushing BMD Palm Oil Futures up by around 9.5%. Still, stocks remain elevated at 1.511 million tons, which is:
· ~50% higher than last year (1.011 million tons)
· Down 28% from December peak (2.122 million tons)
· Yet well above the historical March norm of ~1 million tons
Market Insight
Despite improving exports and falling stocks, Malaysia’s palm oil balance remains relatively heavy, especially in CPO and olein inventories. The delayed seasonal production drop and still-elevated stock levels suggest that any sustained rally will depend heavily on continued export momentum and demand recovery.

#MPOB day (Apr 10). Focus will be on the extent of the end-of-month stock fall. Could see the largest pace of fall in nearly 12 months. Stocks are falling faster than expected on a larger-than-anticipated rise in exports. #PalmOil @FastmarketsAG
📊 MPOB Mar’26 Snapshot
• 📦 Stocks drop sharply to 2.27 MMT (-16%)
• 🚢 Exports surge +41% — key driver
• 🌴 Production up, but demand outpaces supply
Tightening balance = bullish undertone ⚡
#MPOB #PalmOil #CPO #Vegoils #CommodityMarkets #EdibleOils #MarketUpdate #SupplyDemand #AgriMarkets #TradingInsights

#MPOB day (Apr 10). Focus will be on the extent of the end-of-month stock fall. Could see the largest pace of fall in nearly 12 months. Stocks are falling faster than expected on a larger-than-anticipated rise in exports. #PalmOil @FastmarketsAG
Malaysian Palm Oil Association (MPOA) released just before the mid-day session break (Apr 6) pegged Mar production up 2.63% from Feb, below the 4–4.7% increase projected by newswire surveys. UOB estimates a 2-6% rise. Actual - Apr 10 from #MPOB
📊 Daily Market Update | MPOB FEB S&D
🌴 Stocks: 2.70 MMT ▼3.94% (vs Survey: 2.63)
🏭 Output: 1.28 MMT ▼18.55% (vs Survey: 1.30)
🚢 Exports: 1.13 MMT ▼22.48% (vs Survey: 1.18)
#PalmOil #MPOB #Vegoils #CommodityMarkets #CPO #MarketUpdate #EdibleOils

Malaysia’s Palm Oil Stocks Down 3.94 Pct To 2.7 Million Tonnes In February 2026 -- MPOB
#BernamaBiz #palmoil #stock #MPOB #Malaysia
https://t.co/vWK28a792B

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