Core Viewpoint - Palm oil futures are experiencing a downward trend, with the main contract down 1.91% to 8838.00 yuan/ton as of the latest report [1] Group 1: Market Data - As of October 26, the EU's palm oil import volume for the 2025/26 season is 890,000 tons, down from 1,130,000 tons in the same period last year [2] - Indonesia's palm oil inventory decreased slightly to 2.54 million tons in August, a 1% decline from the previous month, as production declines offset reduced export volumes [2] - Indonesia's palm oil export volume in August was 3.47 million tons, a month-on-month decrease of 1.8%, while crude palm oil production was 5.06 million tons [2] - Domestic palm oil inventory reached 565,000 tons by the end of the 43rd week of 2025, an increase of 16,000 tons from the previous week [2] Group 2: Institutional Insights - According to Everbright Futures, the decline in Indonesia's palm oil inventory is attributed to a decrease in production, which offset the impact of reduced exports [3] - Domestic palm oil prices have significantly corrected, reaching a one-month low, with an increase in open interest [3] - Nanhua Futures reports that Malaysia's palm oil production increased in October, contrary to market expectations of an early onset of the production decline season [3] - The Indonesian mining association has called for a halt to the B50 plan, raising concerns about future palm oil demand if the plan is not implemented [3]