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Malaysian palm oil futures climbed above MYR 4,850 per tonne, rebounding from recent losses as a weaker ringgit boosted competitiveness and firmer edible oils on the Dalian exchange lent support. Bargain buying also emerged after prices touched a one-week low. Weather risks also weighed on sentiment, with a developing El Niño raising concerns about potential dryness and output cuts in Indonesia and Malaysia. Meanwhile, the B50 biodiesel mandate in top supplier Indonesia is slated for full implementation on October 1, reinforcing bets of stronger domestic consumption and tighter export supply. However, gains were capped by softer soybean oil prices on the Chicago exchange and a further retreat in crude oil. On the demand side, cargo surveyors estimated that Malaysian palm oil product exports for August 1–25 fell between 11.4% and 20% from the same period in July, underscoring sluggish momentum. Ample supply also weighed, with Malaysian inventories rising to a five-month high in July.

Palm Oil at 4852.00MYR/MT

Malaysian palm oil futures climbed above MYR 4,850 per tonne, rebounding from recent losses as a weaker ringgit boosted competitiveness and firmer edible oils on the Dalian exchange lent support. Bargain buying also emerged after prices touched a one-week low. Weather risks added to sentiment, with signs of a developing El Niño raising concerns over potential dryness and output cuts in Indonesia and Malaysia. Meanwhile, Indonesia’s B50 biodiesel mandate is slated for full implementation on October 1, reinforcing expectations of stronger domestic consumption and tighter export supply. Still, gains were capped by softer soybean oil prices on the Chicago exchange and a further retreat in crude oil. On the demand side, cargo surveyors estimated Malaysian palm oil product exports for August 1–25 fell 11.4%–20% from the same period in July, underscoring sluggish momentum. Ample supply also weighed, with Malaysian inventories rising to a five-month high in July.

Palm Oil Gains Despite Weak Export Momentum

Wheat futures climbed toward $7.40 per bushel in late August, hitting its highest level since June 2023, as the escalating Russia-Ukraine war fueled concerns over further disruptions to supplies from one of the world’s key grain-producing regions. Russia is set to ramp up attacks on Ukraine, including infrastructure strikes, after concluding that peace talks have reached an impasse. Russia and Ukraine account for more than a quarter of global wheat exports, raising fears of renewed food-price pressures amid elevated energy and transport costs stemming from Middle East conflict. Ukraine’s agricultural exports are already expected to fall by more than half this season from previous estimates, while Russian wheat exports are projected to drop over 50% in August from a year ago. Adding to upward pressure on prices, US wheat export inspections fell to 425,668 metric tons in the week ended August 20, from 514,363 tons a week earlier and well below the 1.05 million tons recorded a year ago.

Wheat Futures Hit Over 3-Year Peak

The Nikkei 225 Index rose 0.3% to above 66,400 while the broader Topix Index gained 0.25% to 4,121 on Thursday, extending gains for a third straight session as Nvidia’s strong sales outlook provided fresh evidence that spending on AI infrastructure is likely to remain resilient. Japanese technology companies are deeply involved in the global AI infrastructure buildout, which has been a key driver of the country’s equity rally over the past year. Meanwhile, data released Wednesday showed US PCE prices rose more than expected in July and remained well above the Federal Reserve’s target, reinforcing hawkish expectations for US interest rates. Tech and AI-linked stocks led the gains, with notable advances from Kioxia Holdings (5%), Fujikura (2.6%), Ibiden Co (2.3%), Murata Manufacturing (2.6%) and Tokyo Electron (1%).

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