Khor Reports

Khor Reports-Segi Enam: mkt research & intelligence, analysis on agribusiness in Southeast Asia for global clients. Palm oil info via

[Khor Reports @khorreports]

#Palmtrack #palmoil Indonesia moves important, with focus on #farmers #smallholders #FFB

[tushar agarwal @Goodvib75002247]

#INDONESIA #PALMOIL- #VEGOILS
-Prabowo calls for 10% raise in FFB price to protect 15 million farmers#

[Khor Reports @khorreports]

#Thailand #palmoil #Palmtrack

[tushar agarwal @Goodvib75002247]

Southern #palm growers in Thailand demand #PALMOIL #CPO export curbs be scrapped #VEGOILS

[Khor Reports @khorreports]

Thanks for key landed #vegoil prices overview, #palmoil and more!

[gtkhoo @gtkhoo26]

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

[Khor Reports @khorreports]

With the #MidEastWar #Energyshock, #Southeastasia falls back to #coal and #crop #biofuels

[Khor Reports @khorreports]

#PalmTrack #palmoil #biodiesel #Indonesia

[Karen Braun @kannbwx]

🇮🇩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.

[Khor Reports @khorreports]

#Palmtrack #biodiesel #Thailand #palmoil

[tushar agarwal @Goodvib75002247]

#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

[Khor Reports @khorreports]

#China #vegoils #palmoil

[Saveraa International Pte. Ltd. @Saveraaintl]

🇨🇳 China Ports Weekly Snapshot (16 Jan’26 vs 9 Jan’26): Overall stocks declined WoW, led by sharp drawdowns in soybeans & meal, while palm oil inventories edged higher across key regions. Mixed regional trends keep sentiment balanced.
#ChinaEdibleOils #ChinaPorts #PalmOil #Soybean #SoybeanMeal #VegOils #WeeklyUpdate #AgriCommodities #Oilseeds #MarketSnapshot

[Khor Reports @khorreports]

#palmtrack #palmoil Indonesia policy

[Aditya K @saiditt]

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

[Khor Reports @khorreports]

Khor Reports / PalmTrack. Premium UCO & Biofuel Intelligence Pack, 1 Nov 2025 https://t.co/JNSScqfl6L

[Khor Reports @khorreports]

#PalmTrack. Thanks for sharing on #palmoil market.

[Aditya K @saiditt]

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

[Khor Reports @khorreports]

#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!

[Khor Reports @khorreports]

Good alert on #palmoil output! #palmtrack

[tushar agarwal @Goodvib75002247]

(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

[Khor Reports @khorreports]

#Palmtrack #palmoil to India

[Eric T @EctTan]

The SEA of India - Veg oil Imports for Sep 25
#PalmOil (RBDPO + CPO + CO + CPKO) - 829,017 vs 990,528 Tons ( -16.3%),
#Soybean oil - 503,240 vs 367,917 Tons ( +36.8%) ,
#Sunflower oil - 272,386 vs 257,080 Tons ( +6%).

[Khor Reports @khorreports]

Great visualization of Latam to China #soy trade! #vegoils, #Palmtrack

[Eduardo Vanin @EduardoVanin4]

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

[Khor Reports @khorreports]

Thanks for heads up for #palmoil, #PalmTrack

[Abdul Hameed @hameed_sky]

🇮🇳 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

[Khor Reports @khorreports]

#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

[Khor Reports @khorreports]

#PalmTrack eye on Indonesia #palmoil supply and demand

[Eric T @EctTan]

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%)

[Khor Reports @khorreports]

#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

[Khor Reports @khorreports]

#Palmtrack 💻📊 Traceability & digital tools at origins are expanding—driving lower costs, stronger data privacy & inclusive farmer participation. 🌱

[Khor Reports @khorreports]

#Palmtrack🌴📉 last week #Palmoil dips as 🌍 market & regulatory shifts play out: 🇦🇷 soy export taxes, 🇪🇺–🇮🇩 tariff deal, & EUDR delayed 1 year https://t.co/jGMkPhWWTy