$Crude Palm Oil Futures(MAY5) (FCPOmain.MY)$
Last week,palm oilFutures suddenly turned downward, starting a downward path. Currently, the main palm oil futures contract has once again fallen below 8,800 yuan/ton. However, market participants generally believe that palm oil is still one of the few varieties with strong fundamentals in the commodity market. So, based on market performance since this year, is palm oil a return to the bull market or just a blip?
League of Nations futuresagricultural productsJiang Ying of the division believes that there are two main reasons for the recent acceleration in palm oil futures. First, there is no implementation news of Indonesia's B40 policy, which was originally scheduled to be fully implemented on March 1. After the POC meeting released negative information, the further delay of the B40 policy further dampened market confidence; second,crudeThere was a sharp drop, OPEC+ decided to gradually increase production, opening up room for crude oil prices to decline, and palm oil prices followed suit.
“The uncertainty of Indonesia's B40 policy has increased, and at the same time, palm oil production is expected to improve and demand remains relatively weak, putting short-term pressure on palm oil futures prices.” Liu Jinlu, an oil analyst at Guoyuan futures, said that the Indonesian government previously announced that it would delay full implementation of the B40 policy until March, but no new news has yet been seen on the implementation of the B40 policy, and there are still many variables in the subsequent implementation. Combined with the recent weakening of crude oil prices, falling demand for raw firewood led to a decline in profits, support for the promotion of the B40 policy may have weakened.
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Financial Report: Jtiasa Q1 FY2025 Results.pdf
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$JTIASA (4383.MY)$ recorded a commendable 10% growth in revenue for the first quarter of FY2025, achieving RM271.66 million compared to RM248.00 million in the same period last year. This growth was fueled by a 7% increase in revenue from the oil palm segment to RM253.42 million and an impressive 82% rise in timber segment revenue to RM17.86...

$Crude Palm Oil Futures(MAY5) (FCPOmain.MY)$
Business Society news on November 29th.
National Grain and Oil Information Center news on November 28th: Malaysiapalm oil.Palm oil Council (MPOB) will release the November monthly supply and demand data on December 10th. According to reports from plantation sources, palm oil production in Malaysia has decreased since November. Data from the Southern Malaysia Palm Oil Association shows a 3.24% month-on-month decrease in palm oil production from November 1st to 25th, with a predicted 5% month-on-month decrease in local palm oil production for November.
In November, the international palm oil price fluctuated at a high level, with export demand being suppressed. According to multiple shipping institutions, from November 1st to 25th, the export volume of Malaysian palm oil decreased by 8.2% to 9.2% compared to the previous month, with an expected decrease of around 8% month-on-month in November. Overall, it is expected that by the end of November, Malaysian palm oil inventory will continue to decrease to around 1.8 million tons, with a month-on-month decrease of 5 to 0.1 million tons. Attention is focused on the subsequent production and export situations from the origin.
(Source: Business Times)