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Quarterly Polymers 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.
Monthly India Polymers Price Outlook and Strategies
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 Indian Polymers Price Outlook and Strategies
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.
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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.

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Market Thoughts
How the US-Israel Strikes on Iran Are Reshaping Global Energy Markets and Financial Risks
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Is Copper Pricing Future Scarcity or Ignoring Present Reality?
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Volatility Is Back in Base Metals
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Aluminum: Powering the Next Era of Industrial and Green Growth
Aluminum: Powering the Next Era of Industrial and Green Growth As the global economy transitions toward decarbonization,
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From Risk to Reach: How China Is Expanding Its Global Export Footprint
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Paper & Paper Board
Global Paper 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.
Indian Paper 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.
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How the US-Israel Strikes on Iran Are Reshaping Global Energy Markets and Financial Risks
Post 28th Feb’26, the US-Israel joint attacks on Iran and the subsequent developments, Crude oil prices surged
Impact Assessment of Middle East Conflict : Oil & Gas Industry
On 28th Feb’26, geopolitical tensions in the Middle East region got significantly escalated after the US-Israel joint
Is Copper Pricing Future Scarcity or Ignoring Present Reality?
Copper prices continue to trade near record highs, reinforcing the narrative of tight supply and structural deficits
Volatility Is Back in Base Metals
The recent sharp declines in precious metals, coupled with currency movements and shifting expectations around global growth
Aluminum: Powering the Next Era of Industrial and Green Growth
Aluminum: Powering the Next Era of Industrial and Green Growth As the global economy transitions toward decarbonization,
India External Accounts – Trade Balance – October
India External Accounts – Trade Balance – October (Marketing Article) India’s Overall Trade Deficit deepened to USD 21.8…
From Risk to Reach: How China Is Expanding Its Global Export Footprint
From Risk to Reach: How China Is Expanding Its Global Export Footprint China is steadily reshaping its export…
