Welcome to Q2! 🌍 The global vegoil spread remains incredibly stretched. With Brent crude anchored at $105+, Sun Oil CIF Rotterdam is commanding a massive $1,290/mt premium today, firmly pulling the entire matrix upward. 🛢️🌴 https://t.co/HqXhbAxmPg
🇮🇩Indonesia will raise the blending rate for palm-based biodiesel to 50% (B50) from the current B40 on July 1, despite having scrapped this plan two months ago due to supply concerns. But war risks are now at the forefront.
Indonesia is the world's leading exporter of palm oil.
#Thailand pushes #B20#biodiesel to cut transport costs and support #palmoil farmers🌴थाईलैंड परिवहन लागत कम करने और पाम तेल किसानों की मदद के लिए B20 डीज़ल को बढ़ावा दे रहा है
Indonesia minister rules out 50% biodiesel mandate in 2026, citing price dynamics
- Prep underway but to maintain B40 mandate in 2026
- Biodiesel production quota for 2026 mostly flat at 15.6 mil kl
Full story ($): https://t.co/vlz2fi4Yt1
With news of rising palm oil output from Indonesia and Malaysia, slow demand will #palmoil bears double down in the market or hibernate this winter?
Now a free read - https://t.co/XrRkVrH3A2
#Palmtrack#palmoil: I'm hearing the 10% increase in Indonesia output from #Gapki may be a misquote. One of my contacts says: "May be around 1-1,5%" hmm... pls also check with your channels, dear readers!
(Reuters) -#Indonesia's #palmoil output couldrise up to 10% this year to around 56 million metric tons, higher than previous projections, with production supported by favourable weather and strong prices, Indonesia's palm oil association GAPKI said on Tuesday.
#VEGOILS#OILSEED
The soybean pipeline to China is softening but still solid. Total soybean arrivals over the next 30 days are expected to be ~9 Mi t. Compared to a month ago, there are more cargoes coming from Arg. Brz has loaded 94.6 Mi t (78% to China) through Oct 2 — 6.6 Mi t above last year, with shipments to China up 7.2 Mi t YoY.
#soybean
🇮🇳 India may hike edible oil import duties
Govt considering 10–15% duty hike on crude & refined palm, soy, sunoil to support local farmers. Could cut imports by 10–12%, lift retail prices 5–6% during festive season. Move aligns with self-reliance push.
#EdibleOils #PalmOil #India #SoyOil #SunOil
#Palmtrack 🇨🇳 wants #palmoil guarantees from 🇮🇩 as demand grows — while skipping US #soybeans.
Jakarta confirms Beijing’s push for long-term supply (plus #naturalrubber & bird’s nests) after $2.72B exports in 2024. Shift from diplomacy to supply security? https://t.co/0tZWPm7kgY
Indonesia Palm Oil Inventory Climbs in July as Strong Output, Sluggish Demand.
#Indonesia#PalmOil S&D from #GAPKI:
July'25 vs June'25 ( in Million Tons)
Exports - 3.537 vs 3.606 ( -1.9%),
Prod. - 5.606 vs 5.289 (+6.0%),
Stocks - 2.568 vs 2.530 (+1.5%)
#Palmtrack 🛢️📊 #Palmoil futures hover near MYR 4.4k after a dip—supported by weaker ringgit + firmer crude. Sept–Oct production peak expected 🌦️
🌫️ For #deforestation risks ➡️ Haze Outlook 2025: https://t.co/4Da03czuIL
#Palmtrack 💻📊 Traceability & digital tools at origins are expanding—driving lower costs, stronger data privacy & inclusive farmer participation. 🌱
#Palmtrack🌴📉 last week #Palmoil dips as 🌍 market & regulatory shifts play out: 🇦🇷 soy export taxes, 🇪🇺–🇮🇩 tariff deal, & EUDR delayed 1 year https://t.co/jGMkPhWWTy