Theo's Integrated Farms

01/09/2026

22/08/2026

MEDIA RELEASE: CPO PRICES TO STAY FIRM ABOVE RM4,600 IN SEPTEMBER ON TIGHTENING SUPPLY AND GEOPOLITICAL DISRUPTIONS

KEY TAKEAWAYS:

1) 𝗦𝘁𝗿𝗼𝗻𝗴𝗲𝗿 𝗲𝘅𝗽𝗼𝗿𝘁𝘀 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗽𝗮𝗹𝗺 𝗼𝗶𝗹 𝗱𝗲𝗺𝗮𝗻𝗱
Malaysia’s palm oil exports rose 14.5% month-on-month to 1.39 million tonnes in July 2026, driven mainly by stronger buying from India ahead of Diwali and continued demand from Sub-Saharan Africa.

2) 𝗧𝗶𝗴𝗵𝘁𝗲𝗿 𝘀𝘂𝗽𝗽𝗹𝘆 𝗲𝘅𝗽𝗲𝗰𝘁𝗲𝗱 𝘁𝗼𝘄𝗮𝗿𝗱𝘀 𝘆𝗲𝗮𝗿-𝗲𝗻𝗱
Malaysia’s oil extraction rate fell below its 10-year average in June and July and is projected to remain below average for the rest of 2026. Combined with the seasonal production downtrend in the fourth quarter, this is expected to tighten palm oil supply towards year-end.

3) 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗱𝗶𝘀𝗿𝘂𝗽𝘁𝗶𝗼𝗻𝘀 𝗮𝗻𝗱 𝗯𝗶𝗼𝗱𝗶𝗲𝘀𝗲𝗹 𝗱𝗲𝗺𝗮𝗻𝗱 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗽𝗿𝗶𝗰𝗲𝘀
Disruptions to Red Sea, Strait of Hormuz, and Black Sea trade flows are adding uncertainty to global vegetable oil supplies, while supportive biodiesel economics continue to strengthen demand. CPO prices are expected to remain firm above RM4,600 per tonne in September.

Read the full statement here: https://www.mpoc.org.my/cpo-prices-to-stay-firm-above-rm4600-in-september-on-tightening-supply-and-geopolitical-disruptions/ and share this post with your network!

12/08/2026

11/08/2026

Started planting 400 UNIVANICH Oil Palm seedlings