Oils and Fats Podcast

In a bi-weekly oils and fats webinar, Vesper’s veg oils analyst reviews June supply-demand and key price drivers across markets. For palm oil, estimates suggest Malaysian stocks rose 3–5% in June, with production up 7–11% and exports up 14–17%, keeping stocks historically high and pressuring prices alongside weaker Brent and delays to Indonesia’s B50 rollout. Brent futures fell to just under $72/b...

Brent has slipped to its lowest in weeks, yet vegetable oils have not fallen as far. The question is what comes next. A fragile Middle East ceasefire and a reopening Strait of Hormuz have pulled energy lower, while palm, soy, rapeseed and sunflower oils are holding more of their ground. At the same time, Indonesia’s move to route strategic exports through a new central body is reshaping how the wo...

In this Oils & Fats webinar, Maria discusses with Gehrman key market drivers for vegetable oils. They review Brent crude’s drop from mid-May highs (~$108–110) to around $95 amid fragile Middle East ceasefire negotiations and hopes of reopening the Strait of Hormuz, noting conflicting outlooks: EIA projects a gradual decline through 2026–27 due to infrastructure damage, while oil majors warn lo...

In this week's webinar we review key drivers across the oils complex. Brent crude fell from about $114 to $104/bbl, rebounding after the US called Iran’s proposal unacceptable; optimism around a potential US–Iran deal and Strait of Hormuz access keeps prices below highs, and vegetable oils track Brent due to biofuel feedstock demand. Malaysia’s April MPOB palm oil data met expectations: strong...

In this oils and fats webinar, the hosts discuss key market drivers for procurement managers, starting with Middle East conflict developments and their impact on Brent crude, which dropped on ceasefire/Strait of Hormuz news then rebounded after failed talks and U.S. escalation signals; vegetable oil prices followed Brent’s swings, with futures reacting faster than physical benchmarks. They announc...

This biweekly oils webinar, analysts discuss how day 18 of the Middle East conflict is driving volatility in Brent crude through Strait of Hormuz risks, attacks, and higher shipping, fuel, and insurance costs, filtering into vegetable oils mainly via biofuel economics. Palm oil has surged to multi-year highs, supported by Brent, renewed Indonesia B50 speculation, strong Indonesian exports and stoc...

In the first OS oils webinar of the new year, the hosts recap new Vesper platform features including dashboard sharing, “bring your own data,” and a Commodity Copilot that answers market and platform questions using only Vesper data and provides cited sources. The market discussion covers palm oil, noting recent price declines tied to Chinese New Year demand and weak Malaysian exports, with stocks...

In a biweekly oils webinar, the host interviews analyst Gehrman on recent moves in vegetable oil markets and an outlook into 2026. Palm oil prices faced pressure after Malaysia’s ending stocks rose 13% versus expectations due to good production and weak November exports, with similar weak export signals from Indonesia; December may stay flat to slightly down, while January could see recovery from...

In Vesper’s biweekly oils webinar, the hosts review key market developments and a 2026 outlook across the vegetable oils complex. From the IPOC palm oil conference, most speakers forecast a 1–1.5 MMT decline in 2026 palm production, with added uncertainty from Indonesia’s seizure of illegal plantations potentially lowering yields longer term; Indonesia’s B50 biodiesel for 2026 was viewed as unlike...

Feiko and Gehrman break down key shifts in global oils: palm oil steadies amid Indonesia’s delayed B50 rollout and possible EUDR leeway, soybean oil gains on U.S. biodiesel demand, rapeseed supply improves with Canadian exports, and sunflower oil prices stay firm as Black Sea crops deteriorate. *This video is part of our bi-weekly webinar series. Want to join our live, interactive session? Sign up...

Join Maria Cruz and Gehrman Kosenkov for an in-depth discussion on global vegetable oil markets. From palm oil supply and EUDR benchmarks to U.S.–China soybean tensions, Canadian canola exports, and the latest sunflower and coconut oil trends—discover the key forces shaping prices and trade flows heading into Q4. *This video is part of our bi-weekly webinar series. Want to join our live, interacti...

In this week's session, Vesper's oils and fats specialists, Gehrman Kosenkov and María Cruz Franco, will dive into the latest market updates, including: ➡️ Crop volumes for rapeseed, sunflower, and soybean ➡️ Progress on this year’s harvesting ➡️ Key market drivers: geopolitics, biofuel policies, supply & demand shifts, and more *This video is part of our bi-weekly webinar series. Want...