Saveraa International Pte. Ltd.

Saveraa International is multi commodity brokerage firm based in Singapore specializing in edible oil & related commodities operating in India, Pakistan & Dubai

[Saveraa International Pte. Ltd. @Saveraaintl]

INDONESIA LOCAL CPO - PTPN TENDER RESULTS
1 JUL'26, WED

[Saveraa International Pte. Ltd. @Saveraaintl]

🌱 EU Oilseed Outlook: Rapeseed revised higher, but heat and drought keep sunflower & soybean crops at risk.
#Oilseeds #Agriculture #EUCrops #Commodities

[Saveraa International Pte. Ltd. @Saveraaintl]

📊 June Export Data: Malaysian Palm Oil Up 4.7%
📈 Malaysian palm oil exports rose 4.7% in June to 1.34 million metric tons, up from 1.28 million metric tons in May, according to Intertek Testing Services (ITS).
#PalmOil #Malaysia #Exports #MarketUpdate

[Saveraa International Pte. Ltd. @Saveraaintl]

🌴 Veg Oils Commentary | 30 Jun 2026
🔻 CPO (Sep, Bursa): MYR 4,549/t (-0.85%), pressured by weaker global veg oils.
🔻 CME Soybean Oil: Aug -2.8%, Dec -1.95% on fund selling and lower crude oil.
📦 Malaysia June Palm Exports: +4.7% (ITS) / +11.9% (Amspec) – supportive.
💱 Ringgit -0.22%, improving Malaysia's export competitiveness.
🇮🇩 Indonesia cut July CPO reference price to US$1,000.9/t, slightly lowering export levies.
🇨🇳 China veg oil stocks: 2.11 MMT (+10k tonnes WoW), indicating adequate supply.
🇮🇳 India CPO (Jul): Offers at US$1,230/t CFR WCI, buyers at US$1,215/t.
🛢️ Crude Oil: Brent US$72.95 (-1.3%), WTI US$70.05 (-1.0%), weighing on biofuel-linked oils.
🌱 Soybeans: +0.4% after USDA reports met expectations.
🔑 Takeaway
🔻 Vegetable oils remained under pressure from weaker soybean oil and crude oil.
🌴 Palm oil losses were limited by stronger Malaysian exports and a weaker ringgit.

[Saveraa International Pte. Ltd. @Saveraaintl]

Daily Market Update - 1st Jul, Wednesday
📉 BMD eased as weaker vegoils and expectations of higher US soybean acreage weighed on sentiment. War risk premiums also continued to unwind.

[Saveraa International Pte. Ltd. @Saveraaintl]

🌱 Soybean Summary

📅 Date: 30 June 2026

📈 Soybean futures recovered from early losses, with the August CME soybean contract rising 0.40% to $11.23/bu, supported by a strong rally in corn and wheat futures.
🌽 USDA Acreage & Quarterly Stocks reports were neutral-to-bearish for soybeans, with figures largely matching market expectations.
🌱 US soybean planted area: 85.36 million acres, up from 84.7 million projected in March and 5.1% higher than last year.
📦 US soybean stocks: 1.06 billion bushels, above 1.01 billion bushels a year earlier.
🌽 Corn surprised the market bullishly: Stocks came in below expectations at 5.30 billion bushels, triggering a rally despite higher-than-expected planted acreage.
🌾 Wheat was the biggest bullish surprise: Planted area fell to 42.74 million acres, well below both analyst expectations and USDA’s March estimate, lifting wheat futures.
🔄 Strength in corn and wheat spilled over into soybeans, outweighing bearish influences from soybean products.
🥣 Soybean meal edged 0.03% lower to $303.70/short ton.
🛢️ Soybean oil fell 3.01% to 66.79¢/lb, pressured alongside a 2.01% decline in crude oil.
💵 The US Dollar Index rose slightly (+0.04%), adding modest pressure to commodity markets.
🇧🇷 Brazilian FOB Paranaguá premiums remained unchanged at 110¢/bu over August futures, with trading activity subdued ahead of the USDA reports.
🇨🇳 China’s Dalian market weakened: Soyoil fell 0.26% and soymeal declined 0.81%.
🛒 China cash soymeal sales reached 232,000 tonnes on Tuesday.
🚢 Brazilian August-loading soybean cargoes traded at 200–205¢/bu over November CME futures.
🏢 Wilmar was reported to have purchased several soybean cargoes during the week.
📈 August CFR China (Brazil) soybean premium increased by 4¢ to 223¢/bu over August CME futures, equivalent to $493.75/tonne.

[Saveraa International Pte. Ltd. @Saveraaintl]

📊 BMD Closing Recap | Tuesday, 30 June

🌴 Palm Oil Market Highlights

🔻 BMD Palm Oil (FCPO)
• Sep: Lower
• Dec: 66.42 (-23)
Weakness extended from overnight e-CBOT soybean oil losses.

🌱 China Vegetable Oils
• DCE Soybean Oil: -0.1%
• DCE Palm Olein: -0.5%
• Zhengzhou Rapeseed Oil: -0.4%

📦 Export Update (June)
✅ ITS: 1,340,842 MT
📈 +4.68% month-on-month, providing underlying demand support.

⚡ Market Drivers
• 🇮🇩 Indonesia’s B50 biodiesel mandate starts 1 July, supportive for palm oil demand.
• 🌦️ El Niño concerns remain, with potential impact on FFB production.
• 💱 Malaysian Ringgit at 4.0800 continues to limit palm oil export competitiveness.

Market Tone: Bearish pressure from competing oils outweighed supportive export demand, while biodiesel optimism and weather risks continue to provide longer-term support.

#FCPO #PalmOil #BMD #CommodityMarkets #VegetableOils #MarketRecap #TeamSaveraa

[Saveraa International Pte. Ltd. @Saveraaintl]

📊 Indonesia Reference Price Monitor | July 2026
Official July ‘26 Reference Price: USD 1,000.90
The market remains within Bracket 8, with a modest month-on-month decline across palm and lauric products.

Stay informed with Saveraa International’s latest price insights.
#SaveraaInternational #PalmOil #Oleochemicals #MarketUpdate #ReferencePrice #Indonesia

[Saveraa International Pte. Ltd. @Saveraaintl]

Indonesia Local CPO - PTPN Tender Results
30 Jun,26, Tues

[Saveraa International Pte. Ltd. @Saveraaintl]

📊 China Weekly Port Stock Update | 26 Jun'26
Total edible oil & oilseed stocks rose 2.85% WoW to 941.2K MTs, reflecting steady arrivals and inventory build.

[Saveraa International Pte. Ltd. @Saveraaintl]

PAKISTAN EDIBLE OIL - PORT STOCK UPDATE
- 29 JUN'26
Pakistan edible oil stocks rise 4.9% WoW, driven by stronger arrivals⚓
#MarketUpdate #EdibleOil

[Saveraa International Pte. Ltd. @Saveraaintl]

🌴 Vegetable Oils Market Commentary
📅 29 June 2026
🌴 Crude Palm Oil (CPO) – Malaysia
📈 September Bursa Malaysia CPO rose 0.46% to 4,589 ringgit/tonne.
🔄 CPO gained for the second consecutive session.
📊 Trading volume remained light at 43,096 lots (vs 89,194 lots on Friday).
💹 Support came from stronger vegetable oils and crude oil markets.
💵 Stronger Malaysian ringgit (+0.40%) limited buying by making CPO more expensive for overseas buyers.
🇨🇳 China Vegetable Oils
🌴 Dalian September Palm Olein: ▲1.26% to 9,379 yuan/tonne.
🛢️ Dalian September Soybean Oil: ▲0.65% to 8,469 yuan/tonne.
🌼 Zhengzhou September Rapeseed Oil: ▲1.47% to 9,746 yuan/tonne.
🛢️ Crude Oil Support
📈 Brent Crude: $73.91/barrel (▲1.80%).
📈 WTI Crude: $70.43/barrel (▲1.73%).
⚠️ Prices remained supported by Middle East tensions, although planned peace talks eased supply concerns.
🇺🇸 CME Soybean Oil
📉 August Soybean Oil: 68.72¢/lb (▼1.58%).
📉 December Soybean Oil: 66.53¢/lb (▼0.83%).
📉 July Contract: ▼3.51% ahead of first notice day.
🏦 Selling pressure came from:🌽 Expectations of larger US soybean acreage in the USDA report.
📊 Fund position adjustments and profit-taking.
♻️ Expectations of weaker demand due to higher used cooking oil (UCO) imports into the US.
💰 Perception that soybean oil remains overvalued.

🌱 USDA Focus
👀 Markets await 30 June USDA Acreage & Quarterly Grain Stocks Reports.
🌾 Analysts expect higher US soybean planted area, pointing to larger soybean supplies and bearish sentiment for soybean oil.
🌍 Export & Physical Market
🇲🇾 Malaysia's June export estimates expected to show exports ▲8.5% from May.
🇮🇩 Indonesia's July CPO reference price expected between $980–1,030/tonne, keeping export duties unchanged.
🇮🇳 India buying interest remained cautious despite higher offers.
🤝 Physical market activity stayed subdued with wide bid-offer spreads.
🇧🇷🇦🇷 South America
📉 Brazil and Argentina soybean oil basis weakened amid lower liquidity.
⚽ Trading remained quiet due to Brazil's World Cup match.
✅ Argentina's CIARA-CEC wage agreement reduced strike risks for crushing and exports.
🇪🇺 Europe
🌾 Euronext August Rapeseed: €513/tonne (▼€0.25).
🌻 Rapeseed oil and sunflower oil markets remained mixed with limited liquidity and weak buying interest.
🔍 Market Takeaway
🌴 Palm oil remained supported by stronger external markets and crude oil.
📉 Soybean oil weakened ahead of USDA reports and continued fund selling.
🌾 Expectations of larger US soybean supplies overshadowed strength in palm oil.
⚖️ Physical markets globally remained quiet with cautious buying.
#VegetableOils #PalmOil #CPO #SoybeanOil #RapeseedOil #SunflowerOil #USDA #CBOT #BursaMalaysia #China #India #Indonesia #Malaysia #CrudeOil #CommodityMarkets #Oilseeds #Agriculture

[Saveraa International Pte. Ltd. @Saveraaintl]

DAILY MARKET UPDATE - 30 JUN, TUES
BMD ended steadily higher after a cautious, tight session, supported by firmer external vegoils & stronger crude during Asian hours.

[Saveraa International Pte. Ltd. @Saveraaintl]

🌱 Soybean Market Summary
📅 29 June 2026
📉 Soybean futures declined ahead of the upcoming USDA Acreage and Quarterly Stocks reports.
🌽 July CME Soybeans: $11.08/bu (▼1.56%) from $11.26/bu.
🥣 Soybean Meal: $304.70/short ton (▼0.75%).
🛢️ Soybean Oil: 69.07¢/lb (▼3.13%).
🇺🇸 USDA Expectations
📦 Quarterly soybean stocks forecast: 1.051 billion bushels (▲4.3% YoY).
🌱 Soybean planted acreage expected: 85.37 million acres (▲0.8% vs. March Prospective Plantings).
📊 Anticipation of larger acreage and higher stocks weighed on prices.
🌤️ Weather Watch
☀️ Limited rainfall expected across key US soybean-growing regions.
🌡️ Heat wave forecast with temperatures reaching around 36°C.
⚠️ Weather concerns continue to support the market by raising risks to crop conditions.
🚢 Export Demand
✅ USDA reported 136,000 tonnes of 2026/27 soybeans sold to undisclosed destinations, helping limit further price declines.
🇧🇷 Brazil Market
📈 FOB Paranaguá August premium: +5¢/bu to 110¢/bu over August futures.
💲 Outright August FOB price: $451.50/tonne (▼ from $456.00/tonne).
⚽ Trading activity remained subdued due to lower futures and Brazil's World Cup match.
🇨🇳 China Market
🛢️ Dalian September Soybean Oil: ▲0.33% to 8,469 yuan/tonne.
🥣 Dalian September Soybean Meal: ▼0.24% to 2,967 yuan/tonne.
🛒 China cash soymeal sales: 140,300 tonnes, including 49,300 tonnes for nearby delivery.
🚢 August CFR China (Brazil) premium: 219¢/bu over August CME futures (unchanged).
💲 Equivalent CFR China price: $495.75/tonne.
🔍 Market Takeaway
📉 Larger expected US acreage and soybean stocks pressured futures.
🌦️ Dry weather and extreme heat remain supportive factors for prices.
🚢 Export sales provided limited downside protection.
🇨🇳 Chinese demand remained stable, while Brazilian premiums strengthened despite lower outright prices.

#Soybeans #USDA #CBOT #CME #SoybeanMeal #SoybeanOil #Brazil #China #Agriculture #Oilseeds #CommodityMarkets #WeatherMarket #Grains #FarmMarkets

[Saveraa International Pte. Ltd. @Saveraaintl]

📌 BMD FCPO Closing Recap | Monday, 29 June

📈 Market Highlights

🟢 FCPO closed higher, though gains were trimmed in late trading as follow-through buying remained limited.

🌏 China Vegetable Oils Remained Strong
🟢 DCE Soybean Oil: +0.6%
🟢 DCE Olein: +1.2%
🟢 Zhengzhou Rapeseed Oil: +1.4%

🛢️ Crude Oil Firmer
⬆️ Ongoing Middle East geopolitical concerns supported crude oil prices, providing a positive backdrop for biodiesel demand and palm oil.

💱 Currency Watch
🇲🇾 Stronger Ringgit at 4.0700 capped further gains by reducing Malaysian palm oil’s export competitiveness.

📊 Overall Sentiment: 🟢 Cautiously Positive
Supportive external markets continue to underpin prices, while currency strength remains a key headwind.

⸻

📍Source: TEAM SAVERAA

[Saveraa International Pte. Ltd. @Saveraaintl]

📌 BMD FCPO Evening Closing | Monday, 29 Jun

📈 BMD Futures
🟢 Jul 25: 4,527 ▲23
🟢 Aug 25: 4,561 ▲22
🟢 Sep 25 (Active): 4,589 ▲21

📊 Volume: 43,096 lots

🌏 Global Futures Snapshot
🟢 CBOT Soybean Oil (Dec): 67.42 ▲0.33
🔴 CBOT Soybeans (Nov): 1,148.00 ▼8.25

🟢 DCE Palm Oil (Sep): 9,379 ▲117
🟢 DCE Soybean Oil (Sep): 8,469 ▲55
🔴 DCE Soymeal (Sep): 4,828 ▼3

💱 FX & Energy
🇮🇩 IDR: 17,835
🇪🇺 EUR/USD: 1.1402
🇲🇾 MYR Spot: 4.0670
🇲🇾 MYR NDF: 4.0675
🛢️ Crude Oil (Aug): 70.49 ▲1.26

📉 SEP Technical Outlook
🟩 Support: 4,520 | 4,470
🟥 Resistance: 4,650 | 4,700

🟢 Market Bias: Bullish
💬 Market Sentiment: Positive

✅ Strong rebound in DCE Palm Oil (+117) and firmer Soybean Oil supported FCPO prices, while a stable Ringgit kept market sentiment constructive.

⸻

📍Source: TEAM SAVERAA

[Saveraa International Pte. Ltd. @Saveraaintl]

Indonesia Local CPO - PTPN tender Results
29 Jun’26, Monday

[Saveraa International Pte. Ltd. @Saveraaintl]

China Edible Oil Port Stocks Update|26 June 2026 📊
Latest inventory and crushing trends indicate mixed movements across key edible oils, offering fresh insights into market dynamics.
#China #EdibleOil #SoybeanOil #PalmOil #RapeseedOil #SunflowerOil #PortStocks #CommodityMarket #AgriCommodities #VegetableOil #MarketUpdate #ChinaMarket #SaveraaInternational

[Saveraa International Pte. Ltd. @Saveraaintl]

PAKISTAN MARKET OUTLOOK - 22 - 26 Jun'26
Short-term prices may stay stable to slightly softer as higher stocks ease supply concerns, but the medium-term trend depends on import arrivals. Keep an eye on import pace—it will shape the next market move.

#MarketUpdate #CommodityMarkets #PriceOutlook #SupplyDemand #Imports #MarketTrends #TradingInsights #AgriCommodities

[Saveraa International Pte. Ltd. @Saveraaintl]

WEEKLY MARKET UPDATE - 29 Jun, Monday
BMD CPO ended the week lower as weaker crude, profit-taking, and soft export demand outweighed Friday’s firmer close. Markets now turn to production and export trends for direction.

#PalmOil #CPO #VegOils #WeeklyWrap