Saveraa International Pte. Ltd.

📉 BMD Evening Close | Wed, 6 May Palm oil futures ended sharply lower across the board, with July leading the drop. Market sentiment remains weak as a steep fall in crude oil (-$8.55) dragged the entire complex down. 🔻 MAY: 4531 (-111) 🔻 JUN: 4546 (-135) 🔻 JUL: 4577 (-133) 🔻 AUG: 4589 (-132) 📊 Volume: 113,819 🌏 Futures Snapshot CBOT mixed, DCE showing slight divergence 💱 FX & Crude Crude tumbles to $93.72, weighing heavily on prices 📉 Technical Outlook (JUL) Support: 4480 / 4520 Resistance: 4850 / 4870 Bias: Bearish 🔴 Sentiment: Negative 🔴 #PalmOil #FuturesMarket #Commodities #Trading #MarketUpdate

Indonesia Local CPO - PTPN tender Results 6th May, Wed

📊 INDIA - Port Stocks Snapshot - 30 APR VS 15 APR 🔻 WoW ↓ ~10% overall ⚡ CDSBO/CSFO ↑, CPO weak 📍 Gainers: JNPT, Kakinada | Losers: Mundra, Paradip

EU Imports Update – 3 May 2026: Key trends shaping trade this quarter. #EUImports #EUTrade #GlobalTrade #TradeUpdate #MarketInsights #EconomicData #SupplyChain #Logistics #TradeFlows #May2026

📉 RUPIAH UNDER PRESSURE — INDONESIA TIGHTENS FOREX RULES 📰 Source: Bloomberg | May 6, 2026 💱 Indonesia moves to defend its currency after the rupiah hit record lows (~17,443/USD) 🏦 Central bank (Gov. Perry Warjiyo): 🔻 Cuts cash forex purchase limit (no documents) ➡️ From $50K → $25K 🎯 Goal: curb speculation & ensure real demand only 📊 Earlier steps already included: ✔️ Stricter documentation rules ✔️ Forex market interventions ✔️ Measures to attract foreign inflows 🌏 Regional trend: Other Asian economies also stepping in as currencies weaken amid rising oil prices ⚠️ Outlook: Experts say these moves may not be enough — global pressures still strong 🛢️ Coming June 1: Export earnings must stay in local banks ➡️ Only up to 50% can be converted to rupiah 📌 Bottom line: Indonesia is tightening controls to stabilize the rupiah, but external risks remain a major challenge.

DAILY MARKET UPDATE - 6 MAY 2026 Soyoil surges to fresh highs (+1.8%), lifting vegoil sentiment as palm rides biodiesel demand tailwinds.

Vegoils Market Commentary Summary — 5 May 2026 CPO futures extend gains: July crude palm oil (CPO) on Bursa Malaysia Derivatives rose 1.9% to 4,710 ringgit/tonne, marking a second straight day of gains and hitting a one-month high. External markets supportive: Strength in soybean oil futures on the Chicago Mercantile Exchange and a prior spike in crude oil (amid Strait of Hormuz tensions) supported sentiment. Production outlook ignored: توقعات higher Malaysian April output (+18–22% m/m) had limited bearish impact on prices. Currency impact muted: Slight strengthening of the Malaysian ringgit did not dampen CPO buying interest. China absent: No trading cues from China due to a public holiday. Cash Market & Trade Flows Indonesian CPO offers ~ $1,265/tonne FOB; olein ~$1,185–1,195/tonne. India demand steady but cautious: CPO trades ~ $1,275/tonne CFR west coast India. East coast India bids slightly lower (~$1,257.5/tonne). Soybean oil trades to India: ~2,000 tonnes at $1,307/tonne CFR Kandla (June). June–July CIF Haldia ~ $1,315–1,318/tonne. Sunflower oil stable: Black Sea ~$1,420/tonne CIF India; Argentina ~$1,440/tonne. CME Soyoil & US Market July soyoil futures up 0.30% to 76.76 cents/lb despite softer crude oil. Bullish sentiment persists, supported by strong feedstock fundamentals. Focus on upcoming US hearing (May 27) on clean fuel tax credit policy. Other Oilseed Markets Soymeal futures slightly down (−0.16%) amid broader agricultural weakness. South America: Soyoil basis steady/slightly higher in Argentina, slightly lower in Brazil. Soymeal basis firm in both countries with small daily increases. Sunflower Oil & Black Sea Russia-origin sunflower oil ~$1,385–1,390/tonne CIF Mersin; deals around $1,379. Ukraine exports up ~25% week-on-week but still down ~9.5% year-on-year. Ukraine sunflower planting at ~30% complete, lagging significantly behind last year. Key Takeaway Vegoil markets remain broadly bullish, driven by strong external markets and supportive fundamentals, with CPO and soyoil prices holding firm despite bearish supply signals and weaker energy prices.

Soybean Market Summary — 5 May 2026 Futures decline: July soybean futures on the Chicago exchange fell 11 cents/bu (-0.96%) to $12.11/bu by 1pm ET. Driven by profit-taking and technical selling after gains of over 1.5% the previous day. Geopolitical influence: Comments from Donald Trump about a planned meeting with Xi Jinping (May 14–15) added uncertainty. Ongoing tensions remain after China signaled companies may ignore US sanctions. Energy market pressure: Crude oil prices dropped 3.86%, weighing on soybean markets. Decline linked to easing concerns over oil supply disruptions in the Strait of Hormuz. Planting progress (US): USDA reported 33% planted, slightly below expectations (35%). Still ahead of last year (28%) and the 4-year average (23%), so not considered delayed. Weather outlook: Forecast of drier, clearer conditions in the US over the next 7 days. Expected to support planting progress → bearish for prices. Brazil FOB premiums: Paranaguá (June): +1 cent to +20 cents/bu over July futures. Santos (June): +1 cent to +26 cents/bu. Paranaguá (July): +4 cents to +39 cents/bu (trades at 35–45 cents). Santos (July): +4 cents to +45 cents/bu. August Paranaguá trades: 60–65 cents/bu over August futures. Argentina FOB premiums: June loading up 5 cents to +10 cents/bu over July futures. US FOB premiums: Gulf: steady at +93 cents/bu. Pacific Northwest: steady at +141 cents/bu. China market status: Markets closed for Labor Day holiday, set to reopen Wednesday.

📊 BMD CLOSING RECAP | Tue, 5 May Market Drivers: • Overnight CBOT soyoil closed higher, with JUL up 1.8%, marking fresh contract highs • China DCE & ZZ markets closed for Labor Day, limiting regional cues • Palm oil supported by continued strength as a biodiesel feedstock • MYR movement remains key for destination buyers; USD/MYR at 3.9650 📈 Benchmark (JUL): Closed +88 at 4710 Range: 4613 – 4715 (TEAM SAVERAA)

Indonesia Local CPO - PTPN Tender results 5th May 2026, Tuesday

India’s edible oil trade- April'26 From dominant exporters to major importers and shifting origin dynamics—explore the latest trends driving the industry. #EdibleOil #IndiaTrade #ImportExport #CommodityMarkets #SupplyChain #AgriCommodities #MarketInsights #GlobalTrade #PalmOil #SunflowerOil #SoybeanOil #TradeAnalysis #FoodIndustry #BusinessInsights #SaveraaInternational

DAILY MARKET UPDATE - 5 MAY 2026, TUES CBOT soyoil hits fresh contract highs, pulling BMD up, while Malaysia rolls out B15 biodiesel via 19 plants from June 1 to cut diesel costs.

Vegoils Market Commentary Summary — 4 May 2026 CPO futures rise: July crude palm oil contract on Bursa Malaysia up 1.09% to 4,620 ringgit/tonne, highest in over a week. Supported by gains in soybean oil and firm energy markets. Spillover from soyoil & energy: CME soybean oil futures increased (July contract +1.45% to 76.25 cents/lb). Strength driven by higher crude oil prices amid escalating US–Israel–Iran tensions. Production & inventory outlook (Malaysia): April inventories expected stable at ~2.25–2.26 million tonnes. Production seen up 16–18% m/m (~1.6–1.62 million tonnes). Exports estimated lower at ~1.35 million tonnes (vs 1.55 million in March). SPPOMA data: +35.49% m/m production increase. Biodiesel policy support: Malaysia plans rollout of B15 biodiesel program from June 1, supporting palm oil demand. Cash market (palm & vegoils): Indonesia olein (May): ~$1,170–1,172.5 FOB; bids slightly lower. CPO offers: ~$1,235 (May) and ~$1,245 (June) FOB Indonesia. India demand subdued; weak rupee dampening imports. Soybean oil market: Offers increased by about $10/tonne across forward months. South America: Argentine and Brazilian soyoil traded at wider discounts to futures. Sunflower oil market: Prices mostly unchanged. Black Sea origin around $1,425 CIF India; Argentina slightly higher. Geopolitical impact: Rising tensions in the Middle East raising concerns over Strait of Hormuz supply disruptions, boosting energy and biofuel-linked commodities. Other oilseed complex: Soymeal futures also rose (+0.78% to $321.80/short ton) but lagged due to product spreading. Regional activity notes: China markets closed for Labour Day (reopening May 6). Europe quiet due to UK bank holiday. Black Sea SFO market inactive; offers ~$1,387.5, bids ~$1,370.

🌱 Soybean Market Update – May 4, 2026 Soybean futures rose, with July up 19 cents (+1.62%) to $12.22/bu Gains driven by strong crude oil (+3.93%), soymeal (+0.78%), and soyoil (+1.45%) Higher crush margins supported stronger demand from processors Support from rumors Brazil may raise biodiesel mandate (B15 → B16) US soybean inspections weak at 450,145 tonnes (low end of expectations) Brazilian FOB premiums declined for June and July loadings Argentine premiums unchanged US Gulf (+3¢) and PNW (+6¢) export premiums increased Trading activity subdued due to China Labor Day holiday Market focus shifting to upcoming Xi–Trump meeting #Soybeans #Commodities #AgMarkets #Futures

PAKISTAN PORT STOCK UPDATE - 4 MAY VS 27 APR'26 Pakistan edible oil stocks dip week-on-week, with slower incoming shipments signaling tighter near-term supply.

📊 BMD EVENING CLOSE | MONDAY, 04 MAY 2026 🔥 FCPO Closing Prices MAY: 4560 ▲56 JUN: 4588 ▲48 👉 JUL: 4620 ▲50 (ACTIVE MONTH) AUG: 4639 ▲51 📦 Volume: 53,253 🌏 Futures Snapshot CBOT: BO Jul 75.43 ▲0.27 | SB Jul 1210.75 ▲7.50 DCE: Closed (China Holiday) 💱 FX & Crude IDR: 17,365 EUR: 1.1716 MYR: Spot 3.9500 | NDF 3.9500 🛢 Crude Oil (Jun): 103.02 ▲1.08 📊 JUL Technical Outlook 🟢 Support: 4300 / 4350 🔴 Resistance: 4820 / 4850 🟢 Bias: Bullish 🟢 Sentiment: Positive ⚡ Market Pulse: Strength in CBOT and firm crude above $103 continue to support upward momentum. Buyers remain in control for now. #FCPO #PalmOil #BMD #Commodities #Trading #MarketUpdate (TEAM SAVERAA)

PAKISTAN WEEKLY MARKET UPDATE - 1st Wk, May 2026 PO stocks down ~23k tighten supply; parity at –$30. Palm buying resumes (50–60k). CDSBO premium holds; FX stable. Outlook: Low arrivals + falling stocks keep prices firm; watch May–Jun demand.

BMD SHORT TERM OUTLOOK - How it looks in coming weeks

WEEKLY MARKET UPDATE - 4 MAY 2026 Feb U.S. biodiesel soyoil use hit 1.058B lbs (highest since Jul ’25), 44% share. Mar crush seen at 231.1 mbu; stocks at 2.555B lbs. Soyoil Jul share: 54.07% (vs 53.83%). BMD closed 1 May (Labour Day).