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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$91.39 / bbl
last session 0.80%
7 days 4.09%
15 days 1.46%
30 days 0.80%
trending downas of Aug 25, 2026
$69Brent, past 3 months$105

Crude is trending lower across both the week and the month. Softer crude weakens biodiesel economics, easing the demand support under palm.

Latest news & briefs

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Aug 10, 2026

Market data

Surge in Malaysian Palm Oil Output Lifts July Stocks to 1.43 Million Tonnes

MPOB data shows production rose 9.4% on-month, pushing inventories 7.2% higher despite a 14.5% export rebound. FFB prices edged up, but near-term CPO outlook remains pressured.

Compliance

EU RED III and Palm Biofuel: How Renewable Status Was Lost and Where Demand Went

Explaining the mechanism behind the EU's phase-out of palm-based biofuel and its impact on exporters and traders.

Products explained

3-MCPD and Glycidyl Esters: Formation, Mitigation, and the State of the Evidence

How process contaminants arise in refined palm oil, what mitigation can and cannot do, and where the science remains unsettled.

Compliance

India's Edible Oil Self-Sufficiency: How the Oil Palm Mission Reshapes Import Demand

Understanding India's National Mission on Edible Oils and its oil palm expansion targets—what it means for importers, exporters, and trade flows.

Weather & crops

El Niño Lingers as Sarawak, Kalimantan Dry Out; Rain Disrupts Harvests

Dry conditions persist across key belts while heavy rain hits logistics; output outlook mixed

Market brief

Palm Oil Consolidates Above $1,100 as El Niño and B50 Offset Weak Biofuel Economics

The Malaysian benchmark holds near $1,102/MT ahead of a key supply report, with a bullish inventory inflection expected to test the bearish pressure from crude oil and China.

Policy & energy watch

Southeast Asia Biodiesel Mandates Tighten Palm Oil Supply Outlook

Indonesia, Malaysia and Thailand raise 2026 biodiesel mandates; B50 rollout and El Niño tighten supply.

Market brief

Palm Oil Steadies Near $1,102 as India Imports Surge, El Niño Risk Builds

Malaysian CPO holds at $1,102/MT; India's buying hits 10-month peak, but July MPOB data shows rising stocks and Indonesia sets a lower August reference price.

Aug 09, 2026

Products explained

Tocotrienols in Red Palm Oil: What the Vitamin E Fraction Is and What Evidence Shows

A plain-language look at the tocotrienol research landscape, separating established findings from contested claims.

Palm oil facts

Palm Oil in Ancient Egypt: Tomb Evidence and Early Trade Routes

How archaeological finds of palm oil in Egyptian tombs illuminate ancient trade and the industry's deep roots.

Palm oil facts

The Tenera Breakthrough: How One Hybrid Doubled Palm Oil Yields

The discovery of the tenera palm, with its thin-shelled fruit, transformed oil palm cultivation and shaped today's industry.

Products explained

RSPO-Certified vs Conventional Palm Oil: Price, Supply, and Buyer Choices

A neutral comparison of certified sustainable and conventional palm oil across premiums, availability, and practical sourcing factors.

Market brief

Palm Oil Under Pressure as Bearish Factors Pile Up; El Niño Bets Cushion the Fall

A wave of bearish signals—weak crude, peak output and positioning ahead of MPOB data—drags Malaysian CPO lower, even as a wide BOPO discount and Indonesian B50 support the market.

Policy & energy watch

Biodiesel mandates lift demand outlook as palm benchmarks consolidate

Indonesia, Malaysia and Thailand raise 2026 biodiesel mandates, underpinning palm demand amid peak supply.

Market brief

Palm Oil Steadies Near $1,104/MT as August Reference Price, MPOC Range Set the Tone

CPO consolidates ahead of MPOB July data; Indonesia's $996.52/MT reference and MPOC's RM4,400-4,650 band frame trade.

Aug 08, 2026

Products explained

Precision Agriculture in Oil Palm: What Field Trials Actually Show

Remote sensing, drones and yield mapping are moving from pilot to practice. Here is the state of the evidence.

Products explained

Shortenings 101: How Bakery Fats Are Built from Palm Fractions

A practical guide for buyers on how palm oil fractions are blended into bakery shortenings.

Products explained

Palm Kernel Expeller and Cake: Sourcing Guide for Feed Buyers

How palm kernel meal is produced, its nutritional profile, and what procurement managers should verify when buying.

Market data

Palm Oil Weekly: CPO Steady Near $1,104 as MPOB Data, El Niño Shape Outlook

Malaysian CPO benchmark holds around $1,104/MT; MPOB June shows output, stocks up; market awaits July report.

Market brief

Palm Oil Consolidates as Bearish Crude and Soybean Pressure Counter El Niño Hopes

Malaysian CPO edges lower ahead of MPOB July data, with a 4-to-5 bearish tilt in our model's factor balance keeping the downside in control.

Policy & energy watch

Southeast Asia biodiesel mandates tighten in 2026, pressuring palm oil supply

Indonesia, Malaysia and Thailand raise blend mandates; B50 rollout and India's import concerns shape market.

Market brief

Palm Oil Steady as El Niño, Biodiesel, and Stocks Build Shape Market

CPO holds near $1,104/MT as peak production meets firm demand; MPOB report and weather in focus.

Aug 07, 2026

Products explained

Enzymatic Interesterification: Evidence Base for Replacing Partial Hydrogenation

What research shows about enzyme-catalyzed fat modification, where the evidence is solid, and where industry claims outrun the science.

Palm oil facts

The trans-fat turn: how the campaign against PHOs made palm oil the default replacement fa

From margarine bans to label mandates, the 1990s-2000s trans-fat fight reshaped edible oils, pushing palm to the fore.

Policy & energy watch

Indonesia's biodiesel mandate: how B30 became B35 and B40, and what it means for CPO expor

A step-by-step look at the mechanism behind Indonesia's rising biodiesel blend rates, who pays for it, and how each increase locks more crude palm oil out of the export market.

Palm oil facts

Two Oils From One Fruit: Palm Oil vs. Palm Kernel Oil Basics

A practical guide for buyers to the distinct origins, compositions, and uses of palm oil and palm kernel oil.

Market brief

Palm Oil Succumbs to Bearish Tides Ahead of Key Data

CPO benchmark slips 0.3% as peak output, weak Indian demand, and a crude oil rout overshadow a wide soy oil spread cushion.

Policy & energy watch

Indonesia B50 rollout, Nepal import row set palm policy agenda

Biodiesel mandate lifts Indonesian palm demand; India mulls Nepal duty-free curbs as prices firm.

Market brief

Palm Oil Extends Losses on Weak Rivals, Still Set for Weekly Gain

CPO slips on profit-taking and softer soybean, crude; Indonesia's August reference price set lower at $996.52/MT.

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.

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