Aditya K

Biofuel & Veg oil markets reporter at S&P Global | Opinions are my own. RTs/likes not endorsements.

[Aditya K @saiditt]

Indonesia plans state export body for key commodities, President tells Parliament

Now a free read - https://t.co/vec9VJuyjk

[Aditya K @saiditt]

Just In: India's April vegetable oil imports up 34% on year

[Aditya K @saiditt]

Just In: Malaysia's palm oil stocks rise in April

[Aditya K @saiditt]

Indonesia's fast tracked biodiesel program may offset imports completely says agri minister

Full story - https://t.co/17lY7AEXiB

[Aditya K @saiditt]

Indonesia's March palm oil exports decline on higher taxes, buyers shift to Malaysia

- Exports fall to 1.29 mil mt, down 45.9% m-o-m
- India, China, EU imports fall in double digits

Full story ($) - https://t.co/id5qrhWDOX

[Aditya K @saiditt]

JUST IN: Malaysia's #palmoil end stocks for March higher than expected

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Malaysia’s palm oil stocks to fall for third straight month in March: survey
- Exports seen rising 39% MOM in March
- #Palmoil contract on BMD falls 3% on US-Iran ceasefire
Full story ($): https://t.co/ASxjTjQPv0

[Aditya K @saiditt]

Malaysia’s palm oil stocks to fall for third straight month in March: survey
- Exports seen rising 39% MOM in March
- #Palmoil contract on BMD falls 3% on US-Iran ceasefire
Full story ($): https://t.co/ASxjTjQPv0

[Aditya K @saiditt]

Thailand's deepening energy crisis is now being felt by vegetable oil buyers in India. That too in a year when India's #palmoil imports from Thailand have ballooned.

Full story ($): https://t.co/V94RwEvFoi

[Aditya K @saiditt]

For suppliers of #palmoil byproducts, rising diesel prices and volatile #markets are weighing on ops but demand from SAF makers remains a silver lining #biofuels
Now a free read - https://t.co/DszRUl8d88

[Aditya K @saiditt]

Indonesia’s palm oil exports up 4% in Feb on China, EU demand
- Feb imports at 2.37 mil mt
- China imports surge 34.8% MOM
- Jan-Feb exports jump 27.7% YOY

Full story ($) - https://t.co/XUBSnctCIp

[Aditya K @saiditt]

Heard: Malaysia's #palmoil exports for March 1-25 vs Feb 1-25 seen at 1.39 mil mt (up 50.6%)

[Aditya K @saiditt]

CHINA DATA: Biodiesel exports drop 10% in Feb on EU demand dip

Full story ($): https://t.co/vcbpWXax1z

[Aditya K @saiditt]

For India's import-dependent vegetable oil market, how much have freight rates and prices gone up due to the #middleastconflict? Sudhakar Desai, CEO of Emami Agritech and head of IVPA speaks on the challenges ahead.

Link here: https://t.co/fOGFyLSM16

[Agriculture by S&P Global Energy @SPGEnergyAg]

INTERVIEW: India’s sugar mills call for higher ethanol blending amid oil supply risk

▪️Industry can double sugar diverted for feedstock
▪️Fertilizer situation unaffected by Middle East war yet
▪️Govt pricing favors maize over sugar ethanol

https://t.co/jw13ppgLvi

[Aditya K @saiditt]

Atul Chaturvedi, executive chairman of Shree Renuka Sugars speaks to @EnergySPG on the intersection of India's sugar industry, energy security, fertilizer flows and volatile geopolitics.

The conversation is now a free read -
https://t.co/tbipRcHe8M

[Aditya K @saiditt]

Just In: Malaysia's end-Feb stocks down 4% M-o-M, MPOB data shows

[Aditya K @saiditt]

Asian vegoil prices rise on crude futures rally; China's DCE hits daily limits
- Crude rally lifts palm oil 8% before easing
- Physical markets remain quiet amid rally
- Indian buyers look to domestic mustard supplies
Full story ($) : https://t.co/PVIy0ucJPN

[Aditya K @saiditt]

Crude oil jumped after the Middle East war. And due to this palm oil–gasoil spread collapsed 44% to $177.96/mt this week.
- Cheap palm oil vs costly gasoil = incentive to blend.
- But macro uncertainties weigh on biofuel makers

now a free read - https://t.co/TSmGsGLLsg

[Aditya K @saiditt]

Palm oil prices up nearly 4% as higher energy costs lift biofuel margins #whataday

- Higher crude oil prices favor biofuel margins
- PO-GO spread slashed nearly half within week
- Higher costs, uncertainty may weigh on biofuel makers

Full story ($): https://t.co/U3MdCczfpW

[Aditya K @saiditt]

Palm oil prices up nearly 4% as higher energy costs lift biofuel margins #whataday

- Higher crude oil prices favor biofuel margins
- PO-GO spread slashed nearly half within week
- Higher costs, uncertainty may weigh on biofuel makers

Full story ($): https://t.co/U3MdCczfpW

[Aditya K @saiditt]

@gaurav_kochar Hi Gaurav, thank you for sharing a @SPGEnergyAg story. We would appreciate it if you could give due credit as it helps us continue our work here!
Link here- https://t.co/8zL2Yvwj3Y