Report Industry Investment Rating - Not provided Core Viewpoints - The report presents overnight market information on oilseeds and oils, including US soybean export sales, Indian rapeseed oil imports, Malaysian palm oil production, and Indonesian palm oil inventory and exports [1] - It also shows the spot prices of related products from August 15 - 21, 2025 [2] Summary by Related Catalogs Overnight Market Information - From August 1 - 20, 2025, Malaysian palm oil production increased 0.30% month - on - month, with a 2.12% drop in fresh fruit bunch yield and a 0.46% increase in oil extraction rate [1] - As of August 14, US current market - year soybean export sales net decreased 0.57 million tons, down 98% from the previous week and 105% from the four - week average; next market - year sales net increased 114.26 million tons; export shipments were 51.79 million tons, down 3% from the previous week and up 9% from the four - week average [1] - Due to a price increase to a three - and - a - half - year high, India imported 6,000 tons of rapeseed oil from the UAE in August, the first import in five years, and soybean oil imports are also rising [1] - In June, Indonesia's palm oil inventory decreased 13% month - on - month to 2.53 million tons, exports increased 35.4% month - on - month to 3.61 million tons, and production increased 15.8% month - on - month to 4.82 million tons [1] Spot Prices - Spot prices of products such as soybean meal in Jiangsu, rapeseed meal in Guangdong, soybean oil in Jiangsu, palm oil in Guangzhou, and rapeseed oil in Jiangsu from August 15 - 21, 2025 are provided [2]

Report Core View - Due to a significant increase in exports, Indonesia's palm oil inventory at the end of May decreased by 4.27% month-on-month to 2.9 million tons, with exports in May reaching 2.66 million tons, a nearly 50% month-on-month increase and a 35.64% year-on-year increase [1]. - Malaysia's crude palm oil production from July 1 - 20 increased by 11.24% compared to the same period in June, with different production changes in different regions [1]. - AAFC adjusted its forecasts in the July supply - demand report, increasing the estimated production of Canadian rapeseed in the 2024/25 season, raising the export volume forecast of old - crop rapeseed, lowering the production forecast for the 2025/26 season by 200,000 tons, increasing the domestic usage forecast by 500,000 tons, and lowering the ending inventory forecast by 750,000 tons [1]. Key Data Palm Oil Data - Indonesia's palm oil inventory at the end of May was 2.9 million tons, a 4.27% month - on - month decrease [1]. - Indonesia exported 2.66 million tons of palm oil in May, a nearly 50% month - on - month increase and a 35.64% year - on - year increase [1]. - Indonesia's crude palm oil production in May was 4.17 million tons, lower than April's 4.48 million tons but a 7.2% year - on - year increase [1]. - Malaysia's crude palm oil production from July 1 - 20 increased by 11.24% compared to June 1 - 20, with a 18.95% increase in the Malay Peninsula, a 0.14% decrease in Sabah, a 0.41% increase in Sarawak, and a 0.01% increase in East Malaysia [1]. Rapeseed Data - AAFC estimates the 2024/25 Canadian rapeseed production to be close to 19.19 million tons, previously forecasted as 17.85 million tons [1]. - AAFC raised the export volume forecast of old - crop Canadian rapeseed to 9.5 million tons [1]. - AAFC lowered the 2025/26 Canadian rapeseed production forecast by 200,000 tons to 17.8 million tons, based on a yield of 2.08 tons per hectare [1]. - AAFC increased the 2025/26 domestic usage forecast of Canadian rapeseed by 500,000 tons to 11.9 million tons and lowered the ending inventory forecast by 750,000 tons to 1.1 million tons [1]. Spot Price Data | Date | Soybean Meal in Jiangsu | Rapeseed Meal in Guangdong | Soybean Oil in Jiangsu | Palm Oil in Guangzhou | Rapeseed Oil in Jiangsu | | ---- | ---- | ---- | ---- | ---- | ---- | | 2025/07/17 | 2860 | 2600 | 8230 | 8820 | 9570 | | 2025/07/18 | 2880 | 2600 | 8290 | 8980 | 9670 | | 2025/07/21 | 2890 | 2610 | 8260 | 8920 | 9690 | | 2025/07/22 | 2890 | 2620 | 8230 | 8940 | 9600 | | 2025/07/23 | 2900 | 2630 | 8250 | 9000 | 9580 | [1]