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CropGPT - Oils

CropGPT

Soy, Canola, Sunflow, Palm - Production, Pricing, and Politics. From weather to logistics..

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5:18

CropGPT - Canola - Week 49

CropGPT - Oils ·

2025/12/07

The weekly report on the global Canola market for week 49. Brought to you by CropGPT

3:18

CropGPT - Palm - Week 49

CropGPT - Oils ·

2025/12/07

The weekly report on the global Palm market for week 49. Brought to you by CropGPT

3:57

CropGPT - Sunflower - Week 48

CropGPT - Oils ·

2025/11/30

This week’s sunflower market report.In Ukraine, heavy rainfall has hindered the sunflower harvest, particularly in western regions. As of November 20, approximately 9.01 million tons have been harvested from 92 percent of planted areas, marking a year-over-year decline. Despite lower yields, purchase prices have surged due to expectations of higher acidity in remaining crops, which is helping stabilize market prices.Geopolitical tensions are causing processing delays, contributing to

4:02

CropGPT - Canola - Week 48

CropGPT - Oils ·

2025/11/30

This week’s canola market report.Canada is facing mounting pressure in its canola export market following China’s imposition of a 76 percent tariff. Efforts to redirect exports to the European Union have been constrained by reduced EU demand, driven by a strong domestic harvest and weaker biofuel sector activity. Canadian exports to the EU have fallen sharply, compounding the impact of restricted access to the Chinese market. Nonetheless, domestic processing remains solid, with 3.18 million

4:29

CropGPT - Palm - Week 48

CropGPT - Oils ·

2025/11/30

This week’s palm oil market report.A system outage at the Globex electronic trading platform temporarily halted Malaysian palm oil futures trading, notably impacting the February 2026 contract which briefly surged to RM4,112 per metric ton before trading was suspended. Over the past week, the contract rose by 1.1 percent but remains down 2.78 percent for the month, reflecting ongoing market volatility.Production concerns persist due to flooding in Malaysia and Indonesia, countered by

3:26

CropGPT - Palm - Week 47

CropGPT - Oils ·

2025/11/23

This episode presents a comprehensive overview of the global palm oil market.In Malaysia, palm oil futures reached a three-week high, supported by rising soybean oil prices and a weaker ringgit. The January benchmark contract climbed to RM4,260 per metric ton, though gains were tempered by a slight currency appreciation that affected foreign buying. Despite ongoing monsoon conditions, major producers like S.D. Guthrie reported steady operations. October recorded a notable 11.02 percent

4:24

CropGPT - Sunflower - Week 47

CropGPT - Oils ·

2025/11/23

This episode delivers an in-depth look at key developments in the global sunflower market.In Ukraine's Mykolaiv region, sunflower yields fell dramatically from 21 to just 8.5 centimeters per hectare, slashing harvest volumes from 895,000 to 230,000 tons. This collapse led to a sharp rise in sunflower oil prices, with refined oil reaching 70 Ukrainian hryvnias per liter and fried oil peaking at 100 hryvnias. Despite the harvest shortfall, the Ukrainian government has resisted imposing export

4:37

CropGPT - Canola - Week 47

CropGPT - Oils ·

2025/11/23

This episode provides a focused update on the global canola and rapeseed markets as of November 23, 2025.In India, rapeseed planting has surged to record levels, driven by favorable weather and heightened Chinese demand for rapeseed meal. The sown area has expanded by 13.5 percent year over year, with expectations for a further 7 to 8 percent increase due to strong export prospects and a 4.2 percent rise in the minimum support price. This growth is partially a response to China’s 100

16:16

Aging Palms and a Global Squeeze: The Coming Palm Oil...

CropGPT - Oils ·

2025/11/20

The discussion begins by exploring a major long-term issue: aging oil palm plantations in Southeast Asia. Palm oil yields typically peak between years 9 and 18, after which productivity declines sharply, especially as trees grow too tall to harvest efficiently. In Malaysia, over 27 percent of plantations are now over 20 years old, while in Indonesia, a similar trend is emerging, particularly among smallholders. These older trees are not only harder to manage but have become a major source

4:29

CropGPT - Sunflower - Week 46

CropGPT - Oils ·

2025/11/16

This episode delivers a detailed overview of the global sunflower market.Kazakhstan has emerged as a leader in sunflower seed production, achieving profitability rates above 96 percent. This growth is attributed to expanding exports, particularly to China and the Middle East. The country also reported a record grain yield of over 27 million tons in 2025, significantly broadening its export network to nearly 50 countries. These accomplishments were underscored at the Global Grain Geneva 2025

2:46

CropGPT - Palm - Week 46

CropGPT - Oils ·

2025/11/16

This episode delivers a comprehensive summary of the global palm oil market as of November 16, 2025.Malaysia’s palm oil sector is undergoing notable changes. While production is set to grow—reaching over 20 million tons in 2025—futures prices have declined due to subdued demand and a strong ringgit. Stockpiles surged to a six-and-a-half-year peak following eight consecutive months of increases. October saw a sharp 18.58 percent export rise and an 11.2 percent boost in output, reflecting

4:11

CropGPT - Canola - Week 46

CropGPT - Oils ·

2025/11/16

This episode provides a focused update on the global canola market as of November 16, 2025Germany has expanded its winter rapeseed cultivation to between 1.1 and 1.15 million hectares, an increase of up to 60,000 hectares since 2025. This growth is driven by favorable yields from the prior year and beneficial weather in late summer. While overall crop health is reported as good to excellent, pest management challenges have emerged due to rising resistance in rapeseed weevils, prompting

3:41

CropGPT - Palm - Week 45

CropGPT - Oils ·

2025/11/09

This episode provides a detailed analysis of the global palm oil market.Malaysian palm oil futures have rebounded after reaching a 17-week low, with the benchmark January contract rising by RM29 to RM444 per metric ton. This recovery is influenced by movements in global edible oil markets. Previously, stable production levels and profit taking had driven prices down. Looking ahead, Malaysia projects a two-year high in palm oil inventory, reaching approximately 2.44 million metric tons due

3:39

CropGPT - Sunflower - Week 45

CropGPT - Oils ·

2025/11/09

This episode examines the latest trends in the global sunflower market.The European Union forecasts sunflower seed production at approximately 8.5 million tons for 2025, reflecting a 3% increase over the previous year. This rise occurs despite a slight reduction in sown areas to just under 4.8 million hectares. While average yields have improved to 18 centners per hectare from 17.4 last year, they remain below the long-term average of 20.1. Romania and Hungary continue to lead production,

3:42

CropGPT - Canola - Week 45

CropGPT - Oils ·

2025/11/09

This episode highlights major developments in the global canola market.Australia has resumed canola exports to China for the first time in five years, marking a significant diplomatic and trade milestone following a suspension over phytosanitary concerns. The vessel Armonia A is currently loading approximately 60,000 tons of canola at Esperance for delivery to Qingdao. This shift is influenced by deteriorating China-Canada relations and is backed by strict contamination testing standards

3:50

CropGPT - Palm - Week 44

CropGPT - Oils ·

2025/11/02

This week’s episode offers a comprehensive look at the shifting landscape of the global palm oil market.In Malaysia, palm oil prices fluctuated throughout October, influenced by inconsistent global market signals and volatile crude oil prices. Declining demand from India and rising domestic stocks, now at a two-year high, added pressure to the market. A strengthening ringgit further challenged export competitiveness. Despite these factors, exports grew by 12% month over month, driven by

4:26

CropGPT - Sunflower - Week 44

CropGPT - Oils ·

2025/11/02

This episode provides a global overview of the sunflower market as of November 2025.Turkey's domestic sunflower production fell short at 1.1 million tons for the 2024-2025 season, prompting increased imports of raw seeds now totaling 800,000 tons. Adjusted import duties (12% for seeds, 30% for crude oil) contributed to a 13% decline in sunflower oil imports, primarily due to reduced shipments from Ukraine as competitively priced Russian oil gained favor. In August alone, Turkey imported

5:17

CropGPT - Canola - Week 44

CropGPT - Oils ·

2025/11/02

This episode covers major developments in the global canola market.Canada is on track for record-high canola production in 2025, projected between 21.1 and 21.6 million tons, exceeding initial government estimates. Exceptional yields across Western Canada, aided by favorable weather, have driven this surge. However, Canadian exports face serious headwinds: China has imposed steep tariffs (75.8% on seed and 100% on oil and meal), significantly cutting access to one of Canada's primary

3:26

CropGPT - Canola - Week 43

CropGPT - Oils ·

2025/10/26

The weekly report on the global Canola market for week 43. Brought to you by CropGPT

3:39

CropGPT - Palm - Week 43

CropGPT - Oils ·

2025/10/26

The weekly report on the global Palm market for week 43. Brought to you by CropGPT

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