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Weather risk, energy prices and the daily palm oil news — all in one place.

Weather & ENSO

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ENSOEl NiñoONI +1.4°C
RegionNext 7dPast 30dStatus
Peninsular Malaysia41 mm266 mmNormal
Sabah41 mm123 mmNormal
Sarawak14 mm78 mmDry
Sumatra/Riau31 mm136 mmNormal
Kalimantan0 mm15 mmDry

Next 7d is forecast (MET Norway); past 30d is observed (NASA POWER, ~2-day lag). Status reflects the 7-day outlook.

Energy Desk

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Brent crude$92.50 / bbl
last session 0.40%
7 days 2.93%
15 days 0.26%
30 days 0.40%
turning — weak palm readas of Aug 25, 2026
$69Brent, past 3 months$105

Crude is turning — the recent week runs against the month. Palm tracks crude least closely while direction is changing, so treat the blend-economics read as weak until the two agree.

Latest news & briefs

Read The Palm Oil Daily →

Aug 24, 2026

Products explained

Oil palm yield gap: why field averages lag trials, and what agronomy says is recoverable

A neutral look at the evidence behind the yield gap, what is established, and what remains contested.

Weather & crops

El Niño's lingering dry footprint weighs on palm yields as rains miss key belts

Dry conditions in Sarawak and Kalimantan point to lagged yield losses, while ample stocks and peak season temper near-term supply concerns.

Buyer's guide

Letters of Credit in Palm Oil Trade: How Payment Security Works

A practical guide for first-time buyers on using LCs to secure palm oil payments and shipments.

Demand watch

China Palm Demand Watch: Peak Season, Stockpiles, and Cautious Buying

Import appetite stays steady as peak production weighs on prices; currency and duty factors shape near-term buying.

Market brief

Palm oil rally loses steam at overbought levels as supply buffers build

Malaysian CPO is up 4.6% in seven days and near its 52-week high, but our model’s balance of factors gives the downside a 5-4 edge.

Weather & crops

El Niño dryness in Sarawak and Kalimantan signals delayed palm yield pressure

ONI +1.4 and dry conditions in Sarawak and Kalimantan point to possible yield stress six to twelve months ahead, while near-term harvesting stays largely unhindered.

Policy & energy watch

B50 Momentum Tightens Palm Supply as Export Levy and Equipment Readiness Shift

Indonesia’s B50 push, export levy forecasts and equipment readiness point to tighter palm supply and firmer prices, nudging buyers to track compliance.

Products explained

Shortenings 101: How Bakery Fats Are Built from Palm Fractions

Palm oil can be fractionated into stearin and olein; blending these fractions gives bakery shortenings tailored melting, creaming, and stability.

Market brief

CPO near 52-week highs as biodiesel demand meets peak output

Malaysian benchmark $1,158/MT with ample July stocks and El Niño dryness; biodiesel levies and soy spread support, but RSI 78 hints consolidation.

Policy & energy watch

Indonesia B50 Push, Dry Weather Shape Palm Oil Policy Outlook

Biodiesel mandates and El Niño dry spells underpin prices, but ample stocks may temper gains.

Market brief

CPO extends rally to fifth week, hits 20-month high near RM4,977

Malaysian CPO ends week up for fifth straight session; MPOC sees prices above RM4,600 in September on tight supply.

Aug 23, 2026

Policy & energy watch

West African Palm Oil Duties: How Ghana, Côte d'Ivoire and Cameroon Shape Refining

A practical guide to how export taxes, import tariffs and local content rules in three key producers affect your landed cost.

Compliance

US Palm Oil Imports: Tariffs, FDA Labelling, and Withhold-Release Orders Explained

How US trade rules, food labelling, and customs enforcement shape palm oil market access.

Market brief

Palm Oil Splits Between Bullish Soy Discount and Overbought Technicals at $1,144

Malaysian CPO gains 1.2% to RM4,626 as BOPO, crude and El Niño support prices while RSI and July stocks keep the market balanced.

Policy & energy watch

B50 Levy Increase and El Niño Risks Reshape Palm Oil Policy

Indonesia's B50 push raises domestic feedstock use as a higher export levy and flat CPO output test biodiesel funding and compliance planning.

Palm oil facts

A Tree with No Waste: Practical Uses for Every Part of the Oil Palm

How mills and downstream buyers can source value from fruit, kernel, fronds, trunks, and effluent — not just crude palm oil.

Market brief

El Niño and B50 keep palm oil supported despite July stock build

Malaysian CPO at RM4,626/MT; MPOB July stocks rise 7.2% but dry weather and Indonesian biodiesel demand underpin prices.

Policy & energy watch

Indonesia B50 Push, El Niño Weigh on Palm Oil Supply, Export Levy

Jakarta's B50 mandate and El Niño dry weather tighten supply, while export levy revenue rises.

Market brief

CPO Ends Fifth Week Higher at 20-Month High; MPOC, BMI See Firm Prices

Malaysian CPO settles near $1,144/MT, up 1.2%, as El Niño and biodiesel demand underpin; MPOC sees RM4,600+ in September.

Aug 22, 2026

Market brief

Palm Oil Steady Near 20-Month High as B50, El Niño Tighten Supply Outlook

Malaysian CPO benchmark edges up 1.2% to $1,144/MT; MPOB July stocks rise but El Niño and biodiesel demand underpin bullish view.

Palm oil facts

The Rise of Indonesia: How It Overtook Malaysia and Reshaped Palm Oil Trade

From colonial-era smallholdings to global dominance, Indonesia's ascent changed supply routes, investment patterns, and market dynamics.

Products explained

Hydrogenation in Palm Processing: HPO, HPS and Powdered Fats

A practical guide to how palm oil is hydrogenated and what it means for buyers.

Products explained

Interesterification vs hydrogenation: trans-fat-free fat options

A practical guide to how these fat-modification routes differ, why it matters commercially, and what to check when sourcing.

Market brief

BMI lifts 2026 CPO price forecast to RM4,453 on tight supply outlook

Analyst revises average Malaysian palm oil price forecast higher for 2026, citing tightening global supply conditions.

Market brief

Palm Oil Holds Near 20-Month Highs as B50 Demand and BOPO Discount Offset Overbought Signa

Malaysian CPO rises to $1,144/MT after five straight sessions, but RSI 73, upper Bollinger Band and ample July stocks signal a likely 3-5 day technical pullback before any extensio

Policy & energy watch

B50 Mandate and El Niño Shape Palm Oil Supply and Demand Signals

Indonesia’s higher biodiesel blend and weather risks tighten CPO balances, while levy changes and outreach add compliance signals.

Products explained

Shortenings 101: How Bakery Fats Are Built from Palm Fractions

A practical guide to palm stearin, olein and blending choices that shape plasticity, mouthfeel and shelf life in bakery fats.

Market brief

Palm oil holds near 20-month highs on B50 and El Niño, but overbought signals loom

Malaysian CPO benchmark is RM4,626/MT, Brent crude $94/bbl, and Kalimantan dry; ample July stocks of 1.43m tonnes temper the bullish supply story.

Market data

Palm Oil Weekly: CPO Holds Near 20-Month Highs, Overbought Signals Emerge

Malaysian benchmark tops $1,140/MT as B50 hopes and tight supply offset ample stocks; technicals flag pullback risk.

Policy & energy watch

Indonesia B50 Push, El Nino Weigh on Palm Oil Supply, Export Levies

Policy watch: B50 mandate, El Nino dry spell and rising export levies shape palm oil supply, demand and compliance.

Aug 21, 2026

Palm oil facts

A Tree With No Waste: How Every Part of the Oil Palm Is Used

From fruit to frond, the oil palm yields a surprising range of products—here's what buyers should know.

Market brief

Palm Oil Extends Weekly Gain as El Niño and Biofuels Support Outweigh MPOB Stock Build

Malaysian CPO trades near $1,143/MT after a 3.7% weekly jump. Dry Kalimantan weather, firm crude and a wide discount to soybean oil keep the bias higher, but building stocks and ov

Policy & energy watch

B50 Policy, El Niño and Higher Levies Tighten Palm Oil Supply Outlook

Indonesia’s B50 mandate, higher export levies, replanting support and El Niño risk shape a tighter palm oil supply-demand balance for buyers.

Compliance

EU Deforestation Regulation and Palm Oil: Import Readiness for Buyers

What procurement teams and first-time buyers need to collect, verify and document before placing palm oil orders.

Market brief

Palm Oil Prices Firm as Supply Risks and B50 Support Persist

Malaysian CPO near RM4,619, July stocks rise but El Niño and biodiesel demand keep the market supported.

Policy & energy watch

Indonesia B50 Push: Export Levy Up 73%, Replanting Aid Raised as El Nino Tightens Supply

Jakarta raises palm oil export levy and replanting grants to fund B50 biodiesel as El Nino dries Kalimantan and stocks draw down.

Market brief

Palm Oil Steady Near 20-Month Highs as Supply Tightens, B50 Looms

Malaysian CPO benchmark rises 1.1% to $1,143/MT; MPOB data shows output up but stocks still lean; El Niño and biodiesel policy keep market supported.

Aug 20, 2026

Market brief

CPO Hits Highest Since 2024 on Tight Supply, Biofuel Demand, El Niño

Malaysian benchmark climbs to ~$1,130/MT as MPOC and BMI see prices holding above RM4,600.

Market brief

BMI lifts 2026 CPO price forecast to RM4,453 on tight supply

Research house revises average forecast upward as supply concerns persist; Malaysian benchmark trades near RM4,600.

Weather & crops

El Nino's Yield Lag and Dry Kalimantan Weather Frame Palm Output Outlook

Dry conditions in Kalimantan and a lingering El Nino signal point to lagged yield pressure even as Malaysian output climbs.

Policy & energy watch

B50 mandate, El Niño tighten Indonesia palm oil supply outlook

Indonesia's B50 biodiesel push and dry Kalimantan weather sharpen supply risk for palm buyers.

Policy & energy watch

B50 Mandate and El Niño Risks Tighten CPO Supply and Compliance Outlook

Indonesia's B50 transition, soft output forecasts and export levy strains signal higher palm oil costs and fewer uncommitted volumes for global buyers.

Market brief

CPO holds near RM4,600 as El Niño and B50 keep supply risks in focus

Malaysian CPO at RM4,595; MPOB July stocks ample but El Niño, B50, and firm energy underpin forward prices.

Market brief

Palm Oil Extends Toward 52-Week High as El Niño and B50 Outweigh Peak Stocks

Malaysian CPO edges up to $1,130/MT; bullish supply-side drivers hold the upper hand, but overbought technicals point to consolidation with mild upside.

Palm oil facts

A tree with no waste: how every part of the oil palm is used

From fruit to fronds, the oil palm yields edible oils, feed, fibre, fuel and soil amendments—useful for procurement decisions.

Weather: NOAA CPC (ENSO) & MET Norway (rainfall). Energy: EIA via FRED. News is AI-assisted analysis with sources linked — information only, not advice. Data credits.

When the data points to a trade, our sourcing desk turns it into a firm offer from vetted suppliers.

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