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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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Price Dynamics of Key Origin Countries
Market Thoughts
RBI MPC meeting June’26
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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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Market Thoughts
RBI MPC meeting June’26
RBI Holds Repo Rate at 5.25% Amid Rising Inflation Risks and Global Uncertainty The Reserve Bank of
Coriander’s Sharp Recovery Raises a Bigger Question — More Upside Ahead?
Where Prices Stand? Coriander followed a sharp leap this season. Eagle variety coriander prices in the Ramganj
Cumin prices have moved by as much as ₹1,500/quintal in recent months. Are your buying decisions keeping pace with the market?
What’s Happening Right Now In the Unjha best quality cumin market, prices remained weak during Apr’26 due
Bond Markets Signal Rising Global Stress as Middle East War Fuels Inflation Fears
Global bond markets are beginning to flash a clear warning signal. Since the start of the Middle
From Crude to Cane: The Evolving Drivers of Global Sugar Prices
The Middle East conflict introduced significant volatility into global sugar markets. In sugar’s case, the linkage with
Copper at Record Highs: The Global Supply Crunch Driving the Rally
Copper closed at an all-time high of USD 13,920/Ton, but the real story isn’t the price tag.
Copper Market Dynamics: The Effect of Tightening Sulphur Markets
The red metal has been experiencing significant price volatility over the past few months. The industry is
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
