1. The Commodity Market Fundamentals Forum 2018: Palm Oil
A look Into Commodity Super-Cycle & Drivers
Dr. Sathia Varqa
Palm Oil Analytics, Singapore
Mumbai 14th June 2018

2. Production
Production of palm, soybeans, sunflower and rapeseed been good or is about to get better in 2018

3. Palm Oil Production

4. Palm Oil Production

5. Soybean Production

6. Canola Production

7. But… exports been dismal

8. Tariffs Displaced 462K tons of CPO & Olein imports

9. Why exports been dismal
2. High inventories – origin & destination countries
1. India imposed steep import tariffs on palm oil

10. Why exports been dismal
3. Lower palm olein discount to soybean oil
4. No significant increase in biodiesel despite CPO being cheaper than gasoil

11. CPO Prices

12. SBO Prices

13. How did prices do?

14. 2018 –First 5 months
Lackluster exports undermined palm market, leading to rise in inventories and fall in prices

15. 2018-19 - Year ahead Will India import tariffs be revised ?
8 main challenges & opportunities
Will India import tariffs be revised ?
Will Indonesia push for higher biodiesel mandate ?
Will Malaysia increase biodiesel mandate ?
E.U ban on palm based biofuels by 2021
China – US trade ‘war’ plays out
Labour market reforms in Malaysia
Malaysian Ringgit under new government
China E10 mandate by 2020

16. About Palm Oil Analytics
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Two market reports daily
Hold over 30 years of historical prices – daily and monthly
Subscribers all around the world
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@sahia_varqa
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17. Palm Oil Analytics - Maps - Essential Palm Oil Statistics
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