top of page
Mid March
Vegetable oil markets are being driven sharply higher by an oil-led rally in the soy complex and strong palm oil performance, reinforced by biodiesel demand, tighter export flows, and geopolitical risk. At the same time, rising freight, logistics disruptions, and currency pressures are amplifying price volatility across all major origins and destinations.
Mid february
Overall, macro conditions are neutral to mildly supportive. Markets are expected to stay balanced, range-bound, and highly policy-driven.
Feb 16
Early February
SFO fundamentals remain solid, driven primarily by supply constraints. Volatility is high, and March 2026 is shaping up as a high-risk month due to uncertainty around logistics, demand patterns, and policy developments.
Feb 9
Mid January
Please enjoy a fresh overview of the food oil market.
Jan 19
bottom of page