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Combined palm oil exports from Indonesia, Malaysia, and Thailand reached 4.5 million tonnes in September 2026, up more than 36% year on year, according to Oil World. Shipments to India and China each rose by 300,000 tonnes, and the three countries’ exports for the 2025/26 marketing year reached a three-year high of 45.9 million tonnes.
Tighter soybean and sunflower oil supplies and palm oil’s improved price competitiveness are prompting buyers to substitute toward palm oil. Stronger import demand supports palm oil prices and export flows from Southeast Asia.
ukragroconsult.comUkrAgroConsultNov 11, 2026After 133 past bullish trade events, Palm Oil moved a median +0.7% over 5 sessions (64% higher; middle half -0.8% to +2.3%), and +1.7% over 20.
After 224 past bullish trade events, Soybean Oil moved a median +0.4% over 5 sessions (54% higher; middle half -1.5% to +2.1%), and -0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
