EPISODE · May 31, 2026 · 10 MIN
Why Palm Oil Is Crashing While Crude Oil Rises
from The Commodities Economy with Fexingo: Oil, Gold, Wheat, and Raw Material Markets · host Fexingo
Lucas and Luna unpack the surprising divergence between crude oil and palm oil in May 2026. Crude is down 7% on the week, but palm oil has plunged even more—falling 12% in a month to a 14-month low. The hosts trace the story to a perfect storm: collapsing biodiesel mandates in Indonesia and Malaysia, a massive global edible-oil supply glut led by bumper soybean and sunflower harvests, and China's slowing vegetable oil demand. They explain why crude's troubles are geopolitical but palm oil's are structural, and what that means for consumers—from cooking oil prices to the future of renewable diesel. Along the way, they touch on the economics of substitution between vegetable oils and the surprising role of India's import policies. A focused, data-driven look at a commodity that touches nearly every household, with numbers from the latest USDA report and May 31 market data. #PalmOil #CrudeOil #Commodities #Biodiesel #Indonesia #Malaysia #India #China #SoybeanOil #SunflowerOil #RenewableDiesel #USDA #SupplyGlut #VegetableOils #Economics #Podcast #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
What this episode covers
Lucas and Luna unpack the surprising divergence between crude oil and palm oil in May 2026. Crude is down 7% on the week, but palm oil has plunged even more—falling 12% in a month to a 14-month low. The hosts trace the story to a perfect storm: collapsing biodiesel mandates in Indonesia and Malaysia, a massive global edible-oil supply glut led by bumper soybean and sunflower harvests, and China's slowing vegetable oil demand. They explain why crude's troubles are geopolitical but palm oil's are structural, and what that means for consumers—from cooking oil prices to the future of renewable diesel. Along the way, they touch on the economics of substitution between vegetable oils and the surprising role of India's import policies. A focused, data-driven look at a commodity that touches nearly every household, with numbers from the latest USDA report and May 31 market data. #PalmOil #CrudeOil #Commodities #Biodiesel #Indonesia #Malaysia #India #China #SoybeanOil #SunflowerOil #RenewableDiesel #USDA #SupplyGlut #VegetableOils #Economics #Podcast #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
NOW PLAYING
Why Palm Oil Is Crashing While Crude Oil Rises
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m