China, Japan, South Korea meet in Kuala Lumpur Malaysia, Likely to discuss US tariffs, Countermeasures, China may turns its attention to palm oil after US imposes heavy tariffs burden on China. #China | #Malaysia |#Palmoil

Palm has recently moved back into a discount relative to soyoil, Improved palm exports from Malaysia & possible increase in biodiesel blending in Brazil will provide the support Palm oil. CPO May hold the support at 4,000 & May test the resistance level at 4,250/90 in near term.

Crude Oil Hold a Support Level of $60 & Rose To Above $63 As New U.S. Sanctions On Iran Targeting Oil Exports. Crude Oil May Test The Resistance Level Of The $67 In Near Future Due To OPEC+ Plans Further Output Cuts To Compensate For Overproduction. #Crudeoil | #Forecast |#OPEC

Indonesia's Exports of Crude Palm Oil and refined Palm Oil in March 2025 Were 2.02 million tons, Slightly Lower Than 2.06 million tons in February. Exports Were Worth $1.09 billion in March, Compared With $1.1 billion in February. #Indonesia | #PalmOil | #Exports

Malaysia Palm Oil Production In The 1st Q"25 Was The Lowest In 3 Years. It is Expects The Year Basis Decline In Production To Continue Until Sept, Which Could Result In Total Palm oil Production Of Around 19 million tonnes in 2025, Down From 19.3 million tonne in 2024. (Malaysian Palm Oil Council)

Crude Palm Oil Is Shows Strength And The Futures Price Once Again Stood Above The 4,000 Mark After Test The Support Level Of MYR3,863. China & India Demand May Rise Due To Its Continued Discount To Soybean Oil, & Increase By Pre-summer Restocking Activities.

India Imported 1.57 million tons of Palm Oil, From Dec 2024 to March 2025, And Imports in April Are Expected To Be 350,000 tons, Which Means That The Average Monthly Imports in These Five Months Reached 380,000 tons. Indian Have Increased Purchases. #India | #PalmOil | #Imports

U.S. Environmental Protection Agency (EPA) May Postpone The Determination Of The Standard For Biodiesel Blending To The 2nd Half Of The Year. Soybean Oil Will Continue To Fluctuate And Weaken Under The News, & Palm Considered That There Is Still A Bottom Support More Below. Weak

China & United States was significantly reduce the level of bilateral tariffs. The easing of Sino-US trade relations may be unfavorable to the premium & Discount of Brazilian soybeans, But it will support the price of US soybeans & Boost the rise of CBot soybeans. Stable

#Chicago Soybean Oil Return To Being Dominated By Fundamentals After The Short-term tariff Changes, It is Fluctuate & Run Weakly, But The Downward Space Is Relatively Limited. #SoybeanOil Will be Trade In The Range Of 52¢/lb To 47¢/lb In 2nd Half of the May. #ProfitTaking

Malaysia is cutting its June'25 crude palm oil export duty to 9.5%, Following an earlier increase to 9.5% from 8% in Nov'24. This change is part of a broader shift in palmoil export policies, & Recent increase in windfall profit levy threshold & Planned revision of export duties.

Pakistan may see changes related to cooking oil due to the government's plans to expand the list of luxury items subject to a 25% sales tax. In the 2025 budget, This could potentially impact cooking oil, especially if it's categorized as a luxury item. #PakistanBudget2025

Malaysian Palm Oil Prices Faces Increase Stocks & Growth In Production Challenges, Exports Saw An Increase, But Eid-ul-Adha Demand Has Come To An End. The Rebound Space For Plam Oil Futures Prices May Be Limited. #Defensive #Palmoil |#MPOB | #SnD

EPA has proposed 5.61 billion gallons of biomass-based diesel in 2026. That is well above what was originally expected and certainly above what the market was trading on the past few days. Soyoil is up limit as a result and soybeans are up over 20 cents. #EPA |#Biomass | #Soyoil

The Current Fundamentals of Malaysia are Manifested in the game of "Supply Expansion" and "Demand Improvement". Although the increase in production has led to increased inventory pressure. Join our Whats app group to stay fully informed on time.

Brazil's biodiesel policy is positive, But the US biodiesel policy has exceeded expectations. Palm Oil June'25 Exports is Positive But blow the Expectation, Exports is certain support from below, and short-term fluctuations & Weak. #Palmoil |#Prices |#Forecast

REUTERS Poll estimate for June 2025 compared to May'25 Prod 1.7m vs 1.77m (-4.04%) Impt 67k vs 69k Expt 1.45m vs 1.39k (+4.16%) LDsp 327k vs 329k Stks 1.985m vs 1.99m (-0.24%) These numbers indicate A Surprise decline in palm oil Stocks, Prod & Imports, An increase in Exports.

Malaysia & Indonesia will be subject to 25% & 32% tariffs from USA, Malaysia, a competitor with lower tariffs, May gain more market share. However, The Realization is pending of the Positive impact of tomorrow's MPOB monthly Report. Forecast attached for Review 👇

Unexpected Export Decline & Stock Build-up: MPOB’s June Export figures Dropped 10.52%, Stockpile Build-Up: Combined palm oil stock Crossed 2 million tonnes. Heightening risks of oversupply, Especially if export momentum doesn't rebound soon.

July WASDE: Soyoil Biofuel Insights. Blofuel use overtakes food use: Soyoil demand for biofuel is projected to surrpass food-ri consumpttion. Imports up, Exports down: To meet rising domestic biofuel demand, & Food, feed, & industrial use remain unchanged, Attached Analysis👇