Metals

Neutral Research of China, India, Indonesia & Major SEA countries.

In the dynamic and complex metals market, TransGraph offers unparalleled insights into price trends, supply and demand fundamentals, and trade flows. We provide comprehensive coverage of base and precious metals, delivering the intelligence you need to navigate market volatility.




    Copper

    We help producers, processors, traders, and end-users optimize procurement and sales by timing purchases 2–3% below and sales 2–3% above market averages. Our actionable market intelligence improves cost efficiency and can boosts your margins.



    Daily Global Copper Research Reports
    Bi-weekly Copper Elliott Wave Analyser
    Monthly Copper Special Report
    Copper Dashboard
    Engagement Services

    Daily Global Copper Research Reports

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Bi-weekly Copper Elliott Wave Analyser

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Monthly Copper Special Report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Copper Dashboards

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Copper Stocks and Spreads
    Copper Supply & Demand

    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    TransGraph’s Tomato research integrates farmer and market stakeholder inputs with weather, reservoir, and crop area data across key states to assess supply dynamics. It also tracks trade flows of value-added tomato products for comprehensive demand insights.

    Weather Analysis of Major

    Primary Research Coverage

    Farmer Engagement ensures up-to-date market information

    Market Interaction

    Production & Area Tracking

    Water Reservoir Capacity Analysis

    Supply and Demand Analysis

    Trade Analysis

    Horticulture Market Trends

    Unlocking Market Potential: Insights That Drive...

    Discover how timely market intelligence can uncover new opportunities, reduce risk, and guide better decisions for your business growth.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    Aluminum

    We help producers, processors, traders, and end-users optimize procurement and sales by timing purchases 2–3% below and sales 2–3% above market averages. Our actionable market intelligence improves cost efficiency and can boosts your margins.



    Daily Global Aluminum Research Report
    Bi-weekly Aluminum Elliott Wave Analyser
    Monthly Aluminum Special Report
    Aluminum Dashboard
    Engagement Services

    Daily Global Aluminum Research Report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Bi-weekly Aluminum Elliott Wave Analyser

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Monthly Aluminum Special Report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Aluminum Dashboards

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Aluminum Stocks & Spreads
    Aluminum Supply & Demand

    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    We provide insights into primary aluminum production, raw material trends (bauxite and alumina), global energy price movements, smelter margins, and global consumption patterns.

    Primary Aluminum Production and Trend

    Global Energy Price Movements

    Global Aluminum Smelter Margins

    Global Trade of Primary Aluminum and Downstream Aluminum Products

    Raw Material Production and Trends (Bauxite and Alumina)

    Global Region-wise and Sector-wise Primary Aluminum Consumption Trends

    LME-SHFE Arbitrage Spread and Analysis

    Global Aluminum Inventory Levels

    Global Aluminium Premiums

    Major Macro Demand Drivers

    Horticulture Market Trends

    Unlocking Market Potential: Insights That Drive...

    Discover how timely market intelligence can uncover new opportunities, reduce risk, and guide better decisions for your business growth.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    Lead

    We help producers, processors, traders, and end-users optimize procurement and sales by timing purchases 2–3% below and sales 2–3% above market averages. Our actionable market intelligence improves cost efficiency and can boosts your margins.



    Daily Global Lead Research Reports
    Bi-weekly Lead Elliott Wave Analyser
    Monthly Lead Special Report
    Lead Dashboard
    Engagement Services

    Daily Global Lead Research Reports

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Bi-weekly Lead Elliott Wave Analyser

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Monthly Lead Special Report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Lead Dashboards

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Lead Stocks & Spreads
    Lead Supply & Demand

    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    Our research covers primary and secondary lead production, global auto sales impact, global temperature effects on battery demand, and global trade of primary lead and lead-acid batteries

    Primary Aluminum Production and Trend

    Secondary Lead Production and Trends

    Global Auto Sales

    Global Temperature

    LME-SHFE Arbitrage Spread and Analysis

    Global Trade of Primary Lead and Lead-acid Batteries

    Global Region-wise Primary Lead Consumption Trends

    Global Lead Inventory Levels

    Major Macro Demand Drivers

    Horticulture Market Trends

    Unlocking Market Potential: Insights That Drive...

    Discover how timely market intelligence can uncover new opportunities, reduce risk, and guide better decisions for your business growth.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    Zinc



    Daily Global Zinc Research Reports
    Bi-weekly Zinc Elliott Wave Analyser
    Monthly Zinc Special Report
    Zinc Dashboard
    Engagement Services

    Daily Global Zinc Research Reports

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Bi-weekly Zinc Elliott Wave Analyser

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Monthly Zinc Special Report

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Zinc Dashboards

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Zinc Stocks & Spreads
    Zinc Supply & Demand

    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    We analyze zinc concentrate and refined production, global energy price movements, smelter margins, and consumption trends across various sectors.

    Zinc Concentrate Production and Trends

    Zinc Refined Production and Trends

    Global Energy Price Movements

    Global Zinc Smelter Margins

    LME-SHFE Arbitrage Spread and Analysis

    Global Trade of Zinc

    Global Region-wise Primary Lead Consumption Trends

    Global Lead Inventory Levels

    Major Macro Demand Drivers

    Horticulture Market Trends

    Unlocking Market Potential: Insights That Drive...

    Discover how timely market intelligence can uncover new opportunities, reduce risk, and guide better decisions for your business growth.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    Steel



    Weekly Indian Steel Flats, Longs, and Raw Materials Research Reports
    Monthly Indian Steel Flats and Longs Special Reports
    Steel Dashboard
    Engagement Services

    Weekly Indian Steel Flats, Longs, and Raw Materials Research Reports

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Monthly Indian Steel Flats and Longs Special Reports

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Steel Dashboards

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Steel Price Forecasting Model
    Indian Steel Balance Sheet

    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    We analyze zinc concentrate and refined production, global energy price movements, smelter margins, and consumption trends across various sectors.

    Raw Material Costs and Margins

    Coking Coal, Iron Ore, and Scrap Analysis

    Regional Cost Comparisons

    Price Spreads with Domestic Markets

    Domestic Steel Prices and Trends

    CRC and HRC Prices

    Flats and Longs Analysis

    Global Demand Drivers

    Domestic Market Dynamics

    Export and Import Trends

    China Steel Market Analysis

    Policy and Economic Factors

    Key Global Benchmarks- US HRC, Europe HRC, China HRC & CRC, and South Korea HRC

    Region-wise and Sector-wise Production (China, India, Europe, the US)

    Major Macro Demand Drivers

    Horticulture Market Trends

    Unlocking Market Potential: Insights That Drive...

    Discover how timely market intelligence can uncover new opportunities, reduce risk, and guide better decisions for your business growth.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    Precious Metals

    (Gold, Silver, Platinum, Palladium, Rhodium)
    TransGraph provides specialized trading strategies for Gold and Silver, alongside in-depth Elliott Wave analysis for the broader precious metals market. We offer dedicated client support and customized strategies to help you navigate the complexities of the precious metals market.



    Gold and Silver Trading Strategy
    Precious Metals Elliott Wave Analyser
    Monthly Global PGM Special Report (Platinum, Palladium and Rhodium)
    Monthly Gold Special Report (Global and Indian Gold and Silver)
    Precious Metals Dashboard
    Engagement Services

    Gold and Silver Trading Strategy

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Precious Metals Elliott Wave Analyser

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Monthly Global PGM Special Report (Platinum, Palladium and Rhodium)

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Monthly Gold Special Report (Global and Indian Gold and Silver)

    Price Movement

    Malaysian palm oil futures (Sept contract) rose by 2.4% to settle near RM 4,311/MT, buoyed by stronger energy prices and active restocking from key buyers. In USD terms, prices are firm near $996/MT.

    Market Drivers

    • Export Demand Recovery: India and China continue aggressive buying on price dips. India’s import volumes in July are expected to surpass 900,000 MT, supporting prices above RM 4,200.
    • Energy Market Correlation:Crude oil is trading near $87/bbl. Strong biofuel demand keeps palm oil competitive under B35–B40 programs.
    • Inventory Overhang: Malaysia’s palm oil stocks stand at ~2.03 MMT, but refined stocks are higher than CPO, suggesting refiners may slow future purchases.
    • Weather Watch: Limited rainfall in parts of Sumatra and Sabah could impact FFB yields by August–September.

    Precious Metals Dashboards

    Technology-enabled Dashboards to Empower Your Decision-making Process.

    Platinum Balance Sheet
    Palladium Balance Sheet
    Rhodium Balance Sheet

    Engagement Services

    Allocation of Subject Matter Expert as Client’s Single Point of Contact

    Monthly Report Presentations to explain detailed price outlook reports, providing in-depth analysis and forecasts.

    Annual Budgeting with one-year forecasts with quarterly breakup, reviewed & updated every quarter.

    Customised Pricing Strategies as tailored procurement, Sell and Buy strategies to optimise decision-making.

    Client Work Group and Scheduled calls & Ad hoc research support to address research queries and provide strategic recommendations.

    Research Coverage

    We analyze PGM primary and secondary supply, the impact of global auto sales on demand, and key macroeconomic drivers.

    PGM Primary Supply Analysis - South Africa, Russia, North America, Zimbabwe

    Secondary PGM Supply and Trends

    Global Auto Sales

    Global PGM Demand Trends

    South Africa's and Europe's electricity changes to understand how supply for the affected, and its influence on PGM prices

    Major Macro Demand Drivers

    Horticulture Market Trends

    Unlocking Market Potential: Insights That Drive...

    Discover how timely market intelligence can uncover new opportunities, reduce risk, and guide better decisions for your business growth.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    From Data to Decisions: Turning Reports Into Results

    Explore how actionable reports translate complex data into strategies that fuel performance and profitability.

    Unlock Commodity Market Trends with Expert Insights Today!!