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BIODIESEL
WEEKLY Sept 26
World Production Declining This Year
During the past three months our estimates of biodiesel/HVO production have been scaled back for the USA and the EU-27 but increased for Indonesia and Brazil. The net effect is a minor downward revision of our global production estimate to 61.8 Mn T. This implies a decline by 2.4 Mn T from a year ago compared to an uninterrupted increase during the preceding nine years when the average annual growth reached 3.8 Mn T.
This setback is clearly reflected in a slowdown in the growth of world consumption of 17 oils and fats to an estimated 3.3 Mn T in Jan/Dec 2025 (versus 7.9 Mn T in 2024), implying a sizable increase in non-energy uses, primarily for food...
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INDONESIA
WEEKLY Sept 26
Domestic Palm Oil Usage Set to Reach a New High in 2025
Booming biodiesel production is seen raising total Indonesian palm oil use to a record 23.1 Mn T in calendar year 2025, thus more than tripling within 10 years....
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ARGENTINA
WEEKLY Sept 26
Temporary Elimination of Export Taxes Boosting Farmer Selling
Argentine farmers are now selling old-crop soybeans and grains aggressively after the government has temporarily eliminated export taxes, which has significantly raised domestic prices, particularly of soybeans.....
The latest developments in Argentina will make it possible for China to cover its soybean import requirements in South America at least until December. Argentine export estimates will have to be raised for the next few months, and we now consider it possible that they will reach...
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17 OILS & Fats
MONTHLY Sept 19
Many Vagaries on Supply and Demand Side
The uncertainties regarding supplies of oils and fats in 2025/26 are probably bigger than normally at this time of the year in view of diverging yield prospects on sunseed fields. Furthermore, the magnitude of soya oil production will continue to hinge on the ability of crushers to sell large amounts of soya meal. Last but not least, the extent of the prospective slowdown of global palm oil output in 2026 will be a key variable to watch.
Assessing the demand prospects for the upcoming season is complicated by political vagaries such as the still unclear political framework for the US biofuel industry....Latest OIL WORLD including a by-country breakdown until 2025/26 were published in the MONTHLY of Sept 19.... -
12 OILMEALS
MONTHLY Sept 19
Growth in World Production of Soya Meal to Slow in 2025/26
However, output of 11 other oilmeals is seen recovering by 2.2 Mn T, keeping oilmeal prices under pressure ....
We expect world production of soya meal to reach a new high of 285.3 Mn T (vs. 280.4 Mn T a year earlier), implying a slowdown of the year-on-year growth rate to 4.9 Mn T compared to 19.0 and 12.7 Mn T in the preceding two seasons....World oilmeal demand prospects for 2025/26 are still highly uncertain and we consider the recent uptrend in soya meal prices in the cash and futures markets to be only temporary.... More details in the MONTHLY....
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10 OILSEEDS
MONTHLY Sept 19
Ample World Supplies of Soybeans in 2025/26
Upward revisions in rapeseed & canola production and Chinese import restrictions have put prices under pressure on the world market....
Substantial year-on-year declines are in prospect for US soybean exports in October and the following months, considering that there are no Chinese purchases in the books and that higher shipments to the rest of the world can only partly offset the loss of China.... Instead, China will satisfy most of its import requirements in South Amercia in the first 4 months of the 2025/26 season... -
SUNSEED
WEEKLY Sep 12
Sunflower Oil Prices Have Started to Ease
The transition from the old crop to the new crop has been very difficult this year and is still going on as crushings are slow to increase seasonally, mainly due to delayed harvesting and reserved farmer selling......But an easing price trend has now become more obvious for Nov/Dec and the deferred positions. There is more downward potential, in our opinion, for early 2026, if current expectations of sharply increasing Argentine production and export supplies materialize....
Argentine sunflower oil is currently offered at price discounts to the Black Sea origins. With production and export supplies seen rising sharply in coming months ....More details in the WEEKLY...
--- World Market Prices in US-$/T ---
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- 1085 O
- Sep 25
- Palm olein RBD, fob Mal
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- 242 N
- Sep 25
- Rapeseed Meal, ex-mill Hmb
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- 1340 N
- Sep 25
- Sunflower Oil fob N.W. Eur. ports
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- 433 O
- Sep 25
- Soybeans, US, cif Rdam