SouthWind

Technical Trader Focused on Commodities: #PalmOil, #SoybeanOil & #Sugar Markets

[SouthWind @SW9100]

https://t.co/jQUeb0xsfH

[Habib NAWAZ Wazir @HabibNAWAZWazi2]

*Indonesia export policy burden high - Reference price $1,008/MT; levy $126 plus export duty $148, total ~$274/MT, squeezing Indonesian exporters and potentially shifting demand to Malaysian CPO.*

[SouthWind @SW9100]

CPO prices seen at RM4,400-RM4,600 on tighter supply | New Straits Times https://t.co/ozSg9wruvW

[SouthWind @SW9100]

Palm oil outlook more positive due to demand https://t.co/WGF6fRG8e7

[SouthWind @SW9100]

https://t.co/HS81tZxHy3

[SouthWind @SW9100]

https://t.co/3XpnibUmpx

[SouthWind @SW9100]

https://t.co/sUKRwgpmEJ

[Palm Oil Analytics @sathia_varqa]

The higher and steeper contango CPO futures curve indicates ample nearby supply moving to medium and long-term tightness, thereby commanding a premium for deferred delivery through April 2027, followed by moderate softening. #PalmOil @Fastmarkets

[SouthWind @SW9100]

Trump administration seeks to protect US farmers from lower biofuel demand https://t.co/5uNw4mmPo3

[SouthWind @SW9100]

https://t.co/VJFM9W6r7O

[SouthWind @SW9100]

Soybeans Rally with the Products on Friday https://t.co/uaEqtWNByl

[SouthWind @SW9100]

EU Soybean Production

[Areté - Market Intelligence @mkt_intl]

#EU🇪🇺 #oilseeds - #Soybean 🌱 Production and Area update for main producing Countries by @EUAgri 🚜

[Areté - Market Intelligence @mkt_intl]

#EU🇪🇺 #oilseeds - #Soybean 🌱 Production and Area update for main producing Countries by @EUAgri 🚜

[SouthWind @SW9100]

🌱🇨🇳 DCE Soybean Oil closes with a broad-based rally! 🔥📈 Contracts surge +110 to +174 points, signaling renewed strength across the vegetable-oil complex. 🌴🚀

[SouthWind @SW9100]

🌴🇨🇳 DCE RBD Palm Olein Close: Broad-Based Rally, Contracts Gain 65–176 Points at close 📈🔥

[SouthWind @SW9100]

https://t.co/DRa4a5dLto
The Indonesian Palm Oil Producers Association (Gapki) has projected that extreme El Nino could potentially reduce crude palm oil (CPO) output by up to five million tonnes.

[SouthWind @SW9100]

https://t.co/F2pEWsyVYZ

[SouthWind @SW9100]

@RealmaazAli An uptrend isn't a straight line; it's a sequence of higher highs and higher lows. Following a higher high, we've established a higher low—now a new higher high is needed to resume the uptrend, IMHO.

[SouthWind @SW9100]

China Palm Oil Import 🌴

[Areté - Market Intelligence @mkt_intl]

🇨🇳 #China - Monthly imports of #palmoil 🌴 in July 2026:
▪️+57% vs LY and +78% vs previous month.
▪️Cumulated imp. from Indonesia are up +33% y/y.
▪️Cumulated imp. from Malaysia are down -20% y/y.
▪️Tot. cumulated imp. are up +22% y/y.

[SouthWind @SW9100]

El Niño to hit palm oil production with a 12–16 month lag https://t.co/fOAAHZ9TAD