Ten HOT Nuggets
10 | Seed oil vs fruit oil
Palm oil futures continue to grind lower all while soybean oil holds its own amid seasonal crush slowdowns, mandate optimism, and tight domestic stocks, leaving bean oil at its highest premium to palm since July of last year.
9 | Normal.. what’s that?
The descent of palm oil in combination with ascent of soybean oil has brought palm’s premium over soy back within a ‘normal’ range:
8 | Making soybean oil great again
Despite the weakness in energy markets, soybean oil has held its own amid tight stocks and reports of larger RFS mandates for biomass-based diesel in 2026 and beyond.
7 | A slight divergence
Monthly soybean oil exports hit a multi-year high in January while biofuel demand hit a multi-year low:
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