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Biofuels Update: Palm Oil Extends Losses as Stocks Rise on Weaker Exports

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Malaysian palm oil continued to weaken on Wednesday as edible oil on the Chicago and Dalian exchanges softened, while high inventories and slow exports further weighed on sentiment.

The October crude palm oil contract on the Bursa Malaysia Derivatives exchange fell for a fifth consecutive session, dropping by a further 1.49% to 4,570 Malaysian ringgit ($1,120.68) per metric ton in midday trade, to hit its lowest since mid-July. Rival soybean oil also eased, with the October contract on the Chicago Board of Trade slipping 0.74% to 66.87 cents per pound.

Malaysian inventories reached a six-month high in August as output rose and exports weakened. Cargo surveyors reportedly estimated Malaysian shipments for the Sept. 1-20 period to have declined by 12.8% to 24.7% from a month earlier, as recent cargo arrivals in top buyers India and China lift domestic stocks and limit purchases.

"Looking ahead, crude palm oil prices are expected to remain firm above 4,700 ringgit/mt in October and likely throughout the rest of the year, underpinned by weather uncertainty and favorable energy markets," the Malaysian Palm Oil Council said, adding that "the main downside risks are an easing in energy prices and further stock accumulation, as palm oil production typically reaches its seasonal peak in September or October."

Meanwhile, the Nymex October ethanol futures contract ended a three-session rally and dipped 0.23% to about $2.19 per gallon on Tuesday. Michigan is considering amending a state law to allow year-round sales of E15, following the signing of E15 Clean-Up Act in California.

What else is happening in Commodities?

Commodities

SEBI Settles With Five Adani Group Firms Over Disclosure Violations

The Securities and Exchange Board of India (SEBI) has settled adjudication proceedings against five Adani Group companies, which paid a total of 15.1 million Indian rupees for alleged violations related to the disclosure of related-party transactions and audit and limited review reports.The settlement follows an examination by the Indian capital markets regulator into allegations and corporate governance issues highlighted in a January 2023 report of Hindenburg Research, including possible violations of listing regulations and the erstwhile listing agreement.Under the terms of the settlement, Adani Enterprises (NSE:ADANIENT, BOM:512599) paid 7.6 million rupees, while Adani Green Energy (NSE:ADANIGREEN, BOM:541450) paid 4.6 million rupees, and Adani Total Gas (NSE:ATGL, BOM:542066), AWL Agri Business (NSE:AWL, BOM:543458) and Adani Energy Solutions (NSE:ADANIENSOL, BOM:539254) paid 975,000 rupees each.The companies settled the cases without admitting or denying the findings of fact or conclusions of law.

BOM:512599BOM:539254BOM:541450BOM:542066BOM:543458NSE:ADANIENSOLNSE:ADANIENTNSE:ADANIGREENNSE:ATGLNSE:AWL
Commodities

US Power Update: Prices Swing as PJM Hits $85.08/MWh Intraday High

US electricity markets saw significant price swings, with locational marginal prices varying widely across regions as power demand shifted.ISO New England led the markets at 5 p.m. ET with a locational marginal price of $34.71 per megawatt-hour, compared with $22.39/MWh for Midcontinent Independent System Operator, which posted the lowest price at that hour.For intraday peaks, PJM Interconnection reached $85.08/MWh at 8:15 a.m. ET, while ISONE recorded the lowest LMP in the negative territory at -$0.45/MWh at 11 a.m. ET.The National Weather Service's Climate Prediction Center forecasts above-normal temperatures across most of the US from Sept. 30-Oct. 6, with near-normal readings in parts of the West.

Commodities

US Crude Oil Inventories Rise, API Says

Data from the American Petroleum Institute revealed Tuesday that US crude oil inventories increased by1.79 million barrels in the week ended Sept. 23, following a 7.14-mmbbl build the previous week, and compared with analysts' estimate of a 500,000-bbl decline, according to a Bloomberg-compiled survey.The oil market now awaits the US Energy Information Administration's petroleum inventory report, scheduled for release on Wednesday.