Market indicators

Front futures. US dollars per tonne at current exchange rates.

A negative POGO means palm oil is cheaper than gasoil, so blending it into biodiesel pays without subsidies.

Production, consumption, trade and stocks according to USDA, thousand tonnes of oil. Loaded 17 Oct, 14:19 UTC.

Estimates for countries not broken out by USDA. The source of each row is in the last column.

71 items, selected and checked against primary sources; updated 2 Nov, 05:56 UTC. Newest first.

1. 2 Nov
   Indonesia cuts November CPO reference price 6.07% to $978.90/t

   The Nov 1–30 reference price is down $63.25 from $1,042.15/t in October. The export duty is set at $124/t and the export levy at 12.5% of the reference price, or $122.36/t.

   Palm Oil MagazineIndonesiaPalm, Policy

2. 2 Nov
   Kazakhstan triples September sunflower seed exports to China to 9,100 t

   Total sunflower seed exports reached 9,200 t in September, with China taking 99% versus 79% a year earlier. Output of all types of sunflower oil rose 46.6% to 55,700 t.

   UkrAgroConsult (APK News Kazakhstan)KazakhstanSunflower, Trade

3. 31 Oct
   Canada raises 2026/27 canola ending stocks forecast nearly 32% to 1.979 Mt

   Agriculture and Agri-Food Canada lifted the estimate by 475,000 t from 1.504 Mt in August. Ending stocks for the previous season were raised by 175,000 t to 1.9 Mt.

   UkrAgroConsultКанадаRapeseed

4. 31 Oct
   Ukraine and Turkey agree to work on restoring Black Sea grain corridor

   Zelenskyy and Erdoğan reached the agreement at a meeting in Istanbul on October 31; safety mechanisms and operating terms have not yet been announced. Trilateral Ukraine–US–Russia talks could take place in the first half of November.

   UkrAgroConsultUkraine, TurkeyTrade

5. 31 Oct
   Palm oil posts weekly loss; January contract down RM137 to RM4,681

   CPO futures are expected to trade between RM4,100 and RM4,250 per tonne next week, Bernama reports. Interband's Jim Teh noted Malaysian palm oil stocks rose to 3.51 Mt in September, the highest this year.

   BernamaMalaysiaPalm

6. 31 Oct
   Ukraine ships no sunflower oil to India for three months

   Ukraine has not shipped a single tonne of sunflower oil to India in three months and is losing ground in China, Ukroliyaprom head Stepan Kapshuk said. Europe takes about half of Ukraine's sunoil exports, while Argentina, with a sunseed crop of about 8 Mt, is expanding sales to Asia.

   UkrAgroConsult (Latifundist)UkraineSunflower, Trade

7. 30 Oct
   Palm oil futures close higher; January contract up RM65 to RM4,681

   Bursa Malaysia's January 2027 CPO contract rose RM65 to RM4,681 a tonne on stronger crude oil, Bernama reported. Physical CPO for November South gained RM60 to RM4,460 a tonne.

   BernamaMalaysiaPalm

8. 30 Oct
   Brent rises to $115.74 after Houthi attacks, set for 14% monthly gain

   Brent rose 0.75% to $115.74 a barrel early on Oct 30 and WTI gained 0.71% to $102.72, after the Houthis said they attacked Saudi sites including the Ras Tanura refinery. Brent is on course for a nearly 14% gain in October.

   Business Recorder (Reuters)Biofuel

9. 29 Oct
   Ukraine's oilseed harvest reaches 16.91 Mt; sunflower up 17.5% at 9.83 Mt

   As of Oct 27 Ukraine had harvested 16.91 Mt of major oilseeds, up 11.7% y/y, per the agriculture ministry: sunflower 9.83 Mt from 85% of the area at 22.1 c/ha, rapeseed 3.90 Mt (+17.4%), soybeans 3.18 Mt (-19.2%).

   Open4Business (Минагрополитики Украины)UkraineSunflower, Rapeseed, Soy

10. 29 Oct
    Malaysia finance ministry reviews CPO export tax suspension

    Plantation Minister Noraini Ahmad told parliament the finance ministry is reviewing a proposal to temporarily suspend crude palm oil export taxes and the decision rests with it. Stocks hit a record 3.51 million tonnes in September; Malaysia waived the duty for six months in 2020.

    The Star (Reuters)MalaysiaPalm, Policy

11. 29 Oct
    Russian exporters switch to sunoil and meal for Kazakhstan after seed curbs

    Kazakhstan's Grain Union said the shift could intensify competition; Kazakh sunflower seed prices fell from 200,000–210,000 to 160,000–165,000 tenge/t in a month. Russia's sunflower oil export forecast was cut from 3.5 Mt to 2.8–3 Mt.

    UkrAgroConsult (APK News)KazakhstanSunflower, Trade

12. 29 Oct
    Argentina eyes up to 6 Mt of Brazil's EU soymeal share under EUDR

    CIARA-CEC head Gustavo Idigoras said Argentina could replace 5–6 Mt of Brazilian soybean meal if Brazil's exporters struggle with EUDR rules applying from Dec 30, 2026. FEFAC warns the rules could restrict up to 4 Mt of Brazil's soymeal exports.

    UkrAgroConsult (Reuters)ArgentinaSoy, Policy, Trade

13. 29 Oct
    Palm oil falls for fourth session, down 1.62% to RM4,609

    By midday the January contract on Bursa Malaysia fell 76 ringgit to 4,609 ringgit ($1,131.32) a tonne, tracking weaker soyoil in Dalian and Chicago amid concern over higher October-end stocks. No decision on removing Malaysia's CPO export tax has been announced.

    Business Recorder (Reuters)MalaysiaPalm

14. 29 Oct
    Brent slips 0.7% to $114.50 on Middle East peace-talk hopes

    Brent fell 82 cents to $114.50 a barrel early on Oct 29 and WTI lost $1.04 to $101.74. Brent rose 1.3% the previous day after a Houthi attack on a Saudi refinery; fears of wider Middle East conflict limited the decline.

    Business Recorder (Reuters)Biofuel

15. 28 Oct
    EU palm oil imports down 21% so far in 2026/27 season

    EU palm oil imports from the start of the 2026/27 season in July to Oct 25 fell 21% year on year to 0.8 million tonnes, European Commission data showed. Soybean imports over the period fell 2% to 3.8 million tonnes.

    Business Recorder (Reuters)EUPalm, Soy, Trade

16. 28 Oct
    Turkey warns Russia, Ukraine against further Black Sea ship attacks

    Turkish Defence Minister Yasar Guler said Ankara reserves the right to legal action over strikes on vessels and awaits replies to its proposal to halt attacks and secure grain shipments. The same day a container ship was hit by three drones in Bulgaria's maritime zone.

    MarineLink (Reuters)Black SeaTrade

17. 28 Oct
    Sulina queue could cost a vessel $160,000 in demurrage

    A vessel that reached the Sulina anchorage on Sept 25 was about 50th in line on Oct 27 and faces at least 10 more days, Avalon Shipping said. At $4,000 a day, 40 days of waiting costs $160,000, once enough to cover freight for a whole voyage.

    UkrAgroConsult (Ukrainian Shipping Magazine)UkraineTrade

18. 27 Oct
    Palm oil glut swamps storage in Malaysia's top producer Sarawak

    Tanks in Sarawak, which produces over a fifth of Malaysia's palm oil, are near full after a bigger harvest, higher freight and slower shipments; Bintulu port handles over 90% of the state's exports. Malaysian stocks hit a record 3.51 Mt in September; minister Noraini Ahmad said a CPO export tax waiver is still under consideration.

    The Edge MalaysiaMalaysiaPalm, Policy

19. 27 Oct
    Palm oil drops 1.82% to RM4,702 on weaker Dalian, high stocks

    The January contract on Bursa Malaysia fell 87 ringgit to 4,702 ringgit ($1,151.04) a tonne, a second losing session, tracking Dalian and high stocks. Dalian soyoil fell 2.62% and palm oil 3.54%.

    Business Recorder (Reuters)MalaysiaPalm

20. 27 Oct
    Ukraine's Oct 1-22 sunflower oil exports double to 177,600 t

    Ukraine exported 177,600 t of sunflower oil worth $234.6 mln in Oct 1-22, versus 86,600 t in the same September period, per Spike Brokers; Turkey, Romania and the Netherlands were top buyers. Seed purchase prices fell $20 to $360/t CPT.

    UkrAgroConsult (Spike Brokers)UkraineSunflower, Trade

21. 27 Oct
    US NOPA soyoil stocks fall to lowest since 2014

    Soybean oil stocks held by NOPA members fell 12.3% month on month in September to 1.05 bln pounds, the lowest since 2014; crush slipped to 196.3 mln bushels. USDA sees 2026/27 soyoil use for biofuels at 17.8 bln pounds, up from 14.8 bln.

    UkrAgroConsult (NOPA)USASoy, Biofuel

22. 27 Oct
    Russia discusses Black Sea shipping safety with Turkey, others

    Russian Deputy Foreign Minister Alexander Alimov said Moscow is discussing Black Sea shipping safety with Turkey and several other countries, Bloomberg reported. Chicago wheat fell 2% on Oct 26 to $6.125 a bushel, the lowest since July 9.

    UkrAgroConsult (Bloomberg)Black SeaTrade

23. 27 Oct
    Turkey's TMO tenders for about 18,000 t of crude sunflower oil

    Turkey's state grain board TMO is taking offers until Nov 2 for about 18,000 t of crude sunflower oil, for delivery Nov 11-Dec 11, 2026 to Mersin, Iskenderun and Tekirdag.

    UkrAgroConsultTurkeySunflower, Trade

24. 26 Oct
    Russia's Bashkortostan harvests record 1.24 Mt of oilseeds

    Bashkortostan harvested a record 1.24 Mt of oilseeds, including about 870,000 t of sunflower, the regional farm ministry said. Oilseed-product exports topped 192,000 t worth $166.8 mln, including nearly 108,000 t of sunflower oil worth $143 mln.

    BashinformRussiaSunflower, Trade

25. 26 Oct
    Argentina sunflower area seen flat at 3.1 million ha in 2026/27, BAGE says

    The Buenos Aires Grain Exchange (BAGE) sees Argentina's 2026/27 sunflower area unchanged at 3.1 million ha; 50.3% was planted as of Oct 21, 1.4 points above the five-year average. USDA's October forecast is 3.5 million ha and a record 8 Mt crop.

    UkrAgroConsult (BAGE)ArgentinaSunflower

26. 26 Oct
    Russia rapeseed crop seen at record above 7.2 Mt, Ruseed says

    Ruseed forecasts Russia's 2026 rapeseed harvest at 7.2-7.3 million tonnes versus 5.6 million in 2025, per Rosstat. 86% of the area was harvested by Oct 20; plantings rose 30% to 3.94 million ha.

    OleoScopeRussiaRapeseed

27. 26 Oct
    Soybeans hit two-month low after Lula wins Brazil election

    Chicago soybeans fell as much as 1.7% to the lowest since late August, soyoil as much as 1.2% and Kuala Lumpur palm oil as much as 1.1%. A weaker real makes Brazilian exports more competitive; Brazil supplied nearly 80% of China's imports in the first nine months.

    The Edge MalaysiaBrazilSoy, Palm, Trade

28. 26 Oct
    Malaysia Oct 1-25 palm oil exports jump 46.89% to 1.304 Mt, ITS says

    Malaysian palm oil exports for Oct 1-25 rose 46.89% from Sept 1-25 to 1.304 million tonnes, per Intertek Testing Services. CPO futures still closed lower on stock concerns, with the January contract down RM29 at RM4,789 a tonne.

    BernamaMalaysiaPalm, Trade

29. 26 Oct
    Brent slips nearly 2% to $114 on hopes of US-Iran de-escalation

    Brent fell as much as 2.29% to $114.04 on Oct 26 and traded at $114.44 a barrel (-1.95%), with WTI at $100.69, IANS reported. Prices hit their highest since April on Friday; Brent is up nearly 90% this year.

    IANSBiofuel

30. 25 Oct
    Black Sea ship attacks jump fivefold to about 387 in Q3

    About 387 attacks were recorded in July-September, more than five times the previous quarter, per Ambrey data cited by the FT. War-risk premiums can reach 15% of hull value, and Ukraine's seaborne farm exports fell to 1.4 Mt in August.

    UkrAgroConsult (Financial Times)Чёрное мореTrade

31. 24 Oct
    Danube freight may rise on Ukraine's edible oil priority, broker says

    Avalon Shipping's Kateryna Kononenko said priority passage for vegetable oil vessels on the Danube has not yet taken effect and agents have no official instructions, but rumours may already be lifting freight. Fog and draft limits matter more: the maximum between Mile 44 and Galati is 6.7 m.

    UkrAgroConsult (Ukrainian Shipping Magazine)UkraineSunflower, Trade

32. 24 Oct
    Palm oil posts weekly gain; January CPO up RM49 to RM4,818

    January CPO futures on Bursa Malaysia rose RM49 week on week to RM4,818/t, and November gained RM51 to RM4,587/t. Iceberg X's David Ng expects range-bound trade next week, with support around RM4,600/t and resistance at RM4,800/t.

    BernamaMalaysiaPalm

33. 24 Oct
    India's edible oil imports seen rising 3% to 17 Mt in 2026/27

    India may lift edible oil imports about 3% to 17 Mt in the marketing year starting November, after an estimated 16.5 Mt in 2025/26, market participants say. SEA's B.V. Mehta says the country needs an extra 0.8–1 Mt of oil a year.

    UkrAgroConsult (Economic Times)IndiaTrade, Palm, Soy, Sunflower

34. 23 Oct
    Kyrgyzstan vegetable oil prices up 6.5% this year

    Kyrgyzstan's economy ministry links the 6.5% year-to-date rise in oil and fat prices to Russia's higher sunflower oil export duty, which rose to 3,294 rubles/t in July and 7,748 rubles/t in August, staying there in September and October.

    OleoScopeKyrgyzstanSunflower, Trade, Policy

35. 23 Oct
    Palm oil extends gains on export demand; January contract at RM4,818

    January CPO futures on Bursa Malaysia rose RM26 to RM4,818/t on Oct 23 and November rose RM36 to RM4,587/t. Iceberg X trader David Ng cited export demand, firm energy prices and soyoil gains, while elevated Malaysian inventories capped gains.

    BernamaMalaysiaPalm

36. 23 Oct
    Palm's $300 discount to sunoil draws Indian buyers

    Palm oil's discount to sunflower oil has widened to about $300/t and to soyoil to about $100/t, according to Patanjali Foods VP Aashish Acharya. Indian buyers have taken 20,000–30,000 t of palm oil daily over the past couple of weeks; ocean freight rose $15–20/t in 10 days.

    The Star (Bloomberg)IndiaPalm, Sunflower, Soy, Trade

37. 23 Oct
    Brent climbs 2.7% to $116.24, highest since March

    Brent crude rose 2.7% to $116.24 a barrel on Oct 23, its highest since March, AP reported; it was below $97 at the start of October. The gains were tied to stalled efforts to bring the US and Iran back to negotiations.

    Transport Topics (AP)Biofuel

38. 23 Oct
    Ukraine sees 2026 oilseed crop near 20 Mt, sunflower at 12 Mt

    Ukraine's major oilseed harvest may reach about 20 Mt in 2026, Agrarian Minister Taras Vysotskyi said in a preliminary forecast: sunflower 12 Mt, soybeans up to 4 Mt, rapeseed (harvest complete) 4 Mt. As of Oct 22, about 80% of sunflower and over 85% of soybean area was harvested.

    UkrAgroConsultUkraineSunflower, Soy, Rapeseed

39. 23 Oct
    European Parliament urges EU to weigh Black Sea naval operation

    The resolution passed 432–52 with 88 abstentions. MEPs condemned recent deadly attacks near Bulgaria and Romania, held Russia responsible for strikes on civilian vessels and called for faster setup of a Black Sea maritime security centre.

    UkrAgroConsult (Censor.NET)Чёрное мореTrade, Policy

40. 22 Oct
    Brent jumps 4% to $113.17, highest close since May, on Houthi attacks in Saudi Arabia

    Brent rose $4.35 (4%) to settle at $113.17 a barrel on October 22, its highest close since May 4, while WTI gained 2.4% to $99.47. Houthi attacks in Saudi Arabia raised fears of further Middle East supply disruption.

    The Nation (Reuters)Biofuel

41. 22 Oct
    MPOC sees palm oil holding above RM4,600/t in November

    The Malaysian Palm Oil Council expects prices to stay above RM4,600/t in November, saying output peaked in September, when stocks rose nearly 25% to a record, and inventories should decline from November to February 2027. It called September's 12% export drop temporary and expects shipments to rise significantly in October–December.

    The Edge MalaysiaMalaysiaPalm, Trade

42. 22 Oct
    Kazakhstan asks Russia to halt sunflower seed shipments from Oct 23 over quarantine pest

    Kazakhstan's agriculture ministry asked Rosselkhoznadzor to stop issuing phytosanitary certificates for Russian seed and food sunflower from October 23, citing 23 detections of phomopsis in seed batches in 2025–2026. Per APK Novosti, Russian imports did not exceed 10% of Kazakh crushing last season.

    Mail.ru (TASS)KazakhstanSunflower, Policy, Trade

43. 21 Oct
    Ukraine gives edible oils priority on rail, at ports and through Sulina Canal

    Ukraine's cabinet set a pilot regime (up to two years, during martial law) giving edible oil block trains rail priority and oil tankers priority berthing and Sulina Canal passage; tariffs are unchanged. A tonne of oil exports earns about $1,300 in FX on average, versus about $220 for corn or wheat.

    UkrAgroConsult (Latifundist)UkraineSunflower, Rapeseed, Soy, Trade, Policy

44. 21 Oct
    Palm oil slips 1% to RM4,768/t from four-week high despite export surge

    Bursa Malaysia's January contract fell 50 ringgit (1.04%) to RM4,768/t on October 21. Cargo surveyors estimated Malaysian palm product exports for October 1–20 up 58.5–78.4% from the same period in September; high stocks capped gains.

    UkrAgroConsultMalaysiaPalm, Trade

45. 21 Oct
    Brent hovers near five-month high at $110 on Gulf shipping attacks

    Brent rose $1.32 (1.2%) to $110.11/bbl on October 21 and WTI to $99.00. Kpler recorded at least 18 vessel attacks in two weeks, and API data showed US crude stocks down 4.9 million barrels on the week.

    Euronext (Reuters)Biofuel

46. 20 Oct
    Malaysia weighs temporary halt to CPO export duty to clear record stocks

    Per Bloomberg, plantation ministry officials were to discuss a temporary duty waiver with the industry on October 20. The current rate ranges from 3% to 10% (the maximum applies above RM4,050/t); November stays at 10% with a reference price of RM4,323.78. Indonesia raised its October duty and levy to a combined $308/t.

    The Edge Malaysia (Bloomberg)MalaysiaPalm, Policy

47. 20 Oct
    Palm oil futures touch four-week high of RM4,818/t

    Bursa Malaysia's January contract rose 52 ringgit (1.09%) to RM4,818/t (about $1,181) on gains in rival oils and hopes of a possible export duty waiver; there is no official decision.

    UkrAgroConsultMalaysiaPalm

48. 20 Oct
    Ukraine oilseed harvest nears 16 million tonnes

    As of October 20, Ukraine had harvested 9.08 Mt of sunflower (4.12 million ha, 2.2 t/ha), 3.01 Mt of soybeans (86% of the area) and 3.9 Mt of rapeseed (harvest complete) — about 15.99 Mt in total.

    УкрАгроКонсалтUkraineSunflower, Soy, Rapeseed

49. 20 Oct
    Ukrainian sunflower seed prices slip to UAH 15–16k/t

    Per E-ZERNO as of October 19, most processors offer UAH 15–16 thousand/t, with a maximum of UAH 17.2 thousand/t (Vinnytsia region); the gap between the lowest and highest price is UAH 2.2 thousand/t.

    УкрАгроКонсалтUkraineSunflower

50. 19 Oct
    MPOA sees record Malaysian palm oil output in October

    MPOA chief executive Roslin Azmy Hassan expects a monthly record in October and annual output at or above 2025's record 20.28 Mt, followed by a possible decline. The industry is short of about 18,000 harvesters, which could leave 8.6 Mt of fresh fruit bunches (about RM8 bn) unharvested.

    The Star (Bloomberg)MalaysiaPalm

51. 19 Oct
    China resumes US soybean imports: 360,900 t in September

    China's total soybean imports in September fell 7.7% y/y to 11.88 Mt, with 10.7 Mt from Brazil. Traders say China has already bought more than 60% of its 25 Mt target for US soybeans in the 2026/27 season.

    Investing.com (Reuters)ChinaSoy, Trade

52. 19 Oct
    Kazakh flaxseed jumps to $670/t in Europe on Russian transit curbs

    Per the Grain Union of Kazakhstan, the C&F ARAG price rose $25 to $670/t on October 12–18. Russian Railways is rejecting requests to carry flaxseed to Estonian and Latvian ports; the detour via Belarus and Lithuania adds $15–20/t.

    UkrAgroConsult (Зерновой союз Казахстана)KazakhstanTrade

53. 19 Oct
    China UCO exports up 55% in Jan–Aug; Europe now top buyer

    Per Fastmarkets, China exported 2.57 Mt of UCO in January–August versus 1.66 Mt a year earlier; Europe bought 850,000 t (+24%) and the US 452,000 t.

    UkrAgroConsult (Fastmarkets)ChinaBiofuel, Trade

54. 19 Oct
    Singapore palm stocks fall as haze source probe widens

    Singapore is looking into which companies are linked to fires in Indonesia; Golden Agri-Resources shares fell 3.5% and Wilmar 1.2% on October 16. The PSI exceeded 200 in some areas, and exchange regulator SGX sent queries to the companies.

    The Star (The Straits Times/ANN)Singapore, IndonesiaPalm, Policy

55. 18 Oct
    58,000 Sarawak smallholders risk losing EU access under EUDR

    The Dayak Oil Palm Planters Association of Sarawak (Doppa) warns that many smallholdings operate on undocumented customary land, which makes EUDR geolocation and traceability requirements hard to meet. Doppa proposes that Malaysia's MSPO certification be recognised for EUDR compliance.

    Borneo PostMalaysiaPalm, Policy

56. 17 Oct
    Traders split on CPO outlook: RM4,100–4,800/t range seen

    Interband's Jim Teh sees Bursa Malaysia CPO futures correcting to RM4,100–4,200/t on stocks of about 3.5 Mt; Iceberg X's David Ng expects a RM4,600–4,800 range. The January contract gained RM60 on the week to RM4,769.

    BernamaMalaysiaPalm

57. 16 Oct
    Palm oil gains 3.85% on the week on strong exports

    Bursa Malaysia Derivatives' January contract rose 44 ringgit (0.93%) on Friday to RM4,769 ($1,169.16) a tonne on strong exports in the first half of October. Malaysia cut its November CPO reference price and kept the export duty at 10%.

    Business Recorder (Reuters)MalaysiaPalm, Trade, Policy

58. 16 Oct
    EPA proposes reallocating 770 million RINs from 2025 small refinery exemptions

    Small refinery exemptions for 2025 totalled 1.76 billion RINs versus the expected 990 million. EPA proposes either splitting the 770 million difference equally between 2026 and 2027 or assigning it all to 2027; comments are open until December 4, 2026.

    Federal Register (EPA)USABiofuel, Policy, Soy

59. 16 Oct
    Russia's farm ministry expects record oilseed crop of about 35 Mt

    Per the agriculture ministry, cited in a Bank of Russia report, the 2026 oilseed harvest will be 1.9% above the 2025 record. OleoScope estimates 22.8 Mt had been harvested by mid-October, including 11.4 Mt of sunflower and 6.2 Mt of rapeseed.

    OleoScopeRussiaSunflower, Rapeseed, Soy

60. 15 Oct
    Malaysia palm oil exports up 43–58% in Oct 1–15; futures slip

    Cargo surveyors estimated October 1–15 exports up 43.2–58.3% from the same period in September. The December CPO contract on Bursa fell 78 ringgit (−1.66%) to RM4,622 a tonne, tracking soybean oil in Dalian and Chicago.

    Business Recorder (Reuters)MalaysiaPalm, Trade

61. 15 Oct
    India raises September palm oil imports, cuts sunflower oil by a third

    Per SEA, palm oil imports rose 4.5% from August to 817,884 t; soybean oil fell 2.2% to 614,965 t; sunflower oil dropped 32% to 108,837 t.

    Business Recorder (Reuters)IndiaPalm, Soy, Sunflower, Trade

62. 15 Oct
    Malaysia palm oil exports up more than a third in Oct 1–10

    AmSpec estimated October 1–10 exports at 491,954 t (+37.73% vs September 1–10) and ITS at 525,071 t (+33.51%). The December CPO contract closed at 4,700 ringgit a tonne (+18) on October 14.

    Palm Oil MagazineMalaysiaPalm, Trade

63. 14 Oct
    Ukrainian sunflower oil prices under pressure from logistics

    Oil trades around $1,100/t FCA plant and $1,200/t at the western border; rising freight costs and shipping delays are causing stocks to build up at plants. Black Sea oil offers to India stand at $1,400–1,450/t CIF Mumbai.

    UkrAgroConsult (Graintrade)UkraineSunflower, Trade

64. 14 Oct
    Analysts: record stocks to cap CPO prices until early 2027

    Malaysian stocks hit a record 3.51 Mt at end-September. BIMB expects an average CPO price of 4,400 ringgit in 2026 and 4,500 in 2027; RHB also forecasts 4,400 and 4,500. Demand is supported by India's duty cuts and a soy–palm spread that widened to $375/t in October.

    The StarMalaysiaPalm

65. 13 Oct
    Indonesia's palm oil stocks fall 19.7% in August on biodiesel demand

    Per GAPKI, end-August stocks were 2.214 Mt versus 2.758 Mt in July. Output was 5.343 Mt (−0.5%), and biodiesel use rose 5% to 1.35 Mt. January–August exports totalled 23.37 Mt.

    Palm Oil Magazine (GAPKI)IndonesiaPalm, Biofuel

66. 12 Oct
    Malaysia's September palm oil stocks jump 24.5% to record 3.51 Mt

    Per MPOB, September CPO output rose 16.5% from August to 2.11 Mt, while palm oil exports fell 12.1%.

    The Edge MalaysiaMalaysiaPalm, Trade

67. 12 Oct
    Kazakhstan's oil and fat export revenue up fivefold in five seasons

    Per Kazakhstan's agriculture ministry, revenue grew from $247 million to $1.232 billion; exports to China rose more than 3.7 times over three seasons. The target is $1.5 billion by 2028.

    Inbusiness.kzKazakhstanSunflower, Trade

68. 9 Oct
    Uzbekistan proposes mandatory marking of vegetable oils, incl. palm, from July 2027

    The Tax Committee put out for consultation a draft on digital marking of oils under HS codes 1507–1515, including palm and sunflower oil. The operator is CRPT Turon; consultation runs until October 24.

    Spot.uzUzbekistanPolicy, Palm

69. 8 Oct
    Malaysia expects palm oil exports above 16 Mt in 2026

    Indonesia's B50 programme is expected to lift domestic palm oil use to 16.3–17 Mt; MPOC says lower Indonesian exports will help Malaysia hold its position. Malaysia expects exports above 16 Mt versus 15.2 Mt in 2025.

    UkrAgroConsult (BusinessWorld)MalaysiaPalm, Biofuel, Trade

70. 7 Oct
    Malaysia's plantation ministry sees 2026 palm oil output at 19.5–19.8 Mt

    Minister Noraini Ahmad said output is running ahead of targets, with 10.8 Mt produced in seven months.

    Malay MailMalaysiaPalm

71. 5 Oct
    EUDR applies to large companies from December 30, 2026; experts doubt further relief

    For small companies the deadline is June 30, 2027. A lawyer and a representative of the NGO Fern consider further simplification unlikely, though they do not fully rule out a third delay.

    FoodNavigatorEUPolicy, Palm