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Biofuels Update: Soybeans, Palm Oil Decline on Profit-Taking

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Chicago soybeans and Malaysian palm oil slipped on Wednesday as traders locked in profits after a recent price rally, although supply concerns limited losses.

The November soybean contract on the Chicago Board of Trade dropped 0.93% to $13.05 per bushel in early trade after reaching a contract high in the previous session. The October soybean oil contract fell from one-month highs by 0.39% to 72.17 cents per pound.

Prices declined after recent gains driven by rising crude oil prices.

Nonetheless, losses were capped as uncertainties over US soybean yield potential grew. The US Department of Agriculture reported that 58% of the soybean crop was rated good-to-excellent as of Aug. 30, down relative to the previous week's 60% and the prior year's 65%.

Elevated temperatures in the coming days for most parts of the US grain belt "may prove to be less than ideal for grain filling, especially in areas already struggling with low soil moisture," agriculture intelligence provider DTN said.

In Brazil, the 2026/27 soybean crop is reportedly expected to reach a record 183.5 million metric tons, based on estimates by consultancy StoneX.

Chicago soybeans also received support from strong exports, with the USDA reporting another 136,000 metric tons of soybean sales to China.

The domestic soybean crush in July was also slightly higher than expected at 222 million bushels, according to ADM Investor Services, while crush margins on Tuesday rose $0.05 per bushel to $2.21 per bushel.

Amid bullish market drivers, "crops remain well supported through profit taking dips," DTN said.

In Asia, Malaysian palm oil futures fell on Wednesday as soybean oil weakened and exports declined, while traders also locked in profits after recent price rally.

The Bursa Malaysia Derivatives' October crude palm oil contract eased 0.45% to 4,831 Malaysian ringgit ($1,197.01) per metric ton. The November contract dipped 0.30% to 4,958 ringgit/mt.

Cargo surveyors reportedly estimated Malaysian shipments in August to have fallen between 6.5% and 14.9% from a month earlier. That stalls a run of export growth recorded in June and July.

The Malaysian ringgit firmed against the US dollar by about 1.5% in August, dampening export competitiveness due to consequent higher prices. The local currency showed some weakening in the first two days of September, potentially improving the attractiveness of shipments.

Higher palm oil prices relative to soybean oil also weighed on demand, particularly in key importers India and China, although upcoming festivities may provide some upside.

In the EU, palm oil imports for the current marketing year that began in July slumped 21% year over year, according to data cited by Trading Economics.

Meanwhile, a widening discount between palm oil and gas oil due to rising crude oil prices improved biofuel demand sentiment.

Weather-driven supply risks also continued to provide upward momentum, as a developing El Nino weather phenomenon may curb fresh fruit bunch production going forward.

Palm oil futures may remain firm and exceed 5,000 ringgit/mt in the near term following a recovery in late August, according to Reuters technical analyst Wang Tao.

PhillipCapital also expects the market to remain "mildly bullish" after the recent price rebound to the 5,000 ringgit/mt mark.

"Palm oil futures are expected to trade in a volatile range at elevated levels," price reporting agency MySteel said, citing a combination of bearish and bullish market drivers.

Meanwhile, September ethanol prices on the NYMEX extended gains for a third straight session, rising by a further 1.47% to about $2.08 per gallon on Tuesday, as they tracked crude oil price gains.

What else is happening in Commodities?

Commodities

Market Chatter: Refineries to Maintain East Texas Output as Tropical Storm Edouard Nears

As Tropical Storm Edouard approaches the US Gulf Coast, Motiva, Exxon Mobil (XOM) and TotalEnergies (TTE) plan to maintain scheduled production at their East Texas refineries, Reuters reported Tuesday, citing people familiar with operations.Exxon Mobil's Beaumont and TotalEnergies' Port Arthur refineries sent contractors home Tuesday, while maintaining normal staffing levels among their own employees, the sources said.Motiva, Exxon Mobil and TotalEnergies did not immediately reply to' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)

$TTE$XOM
Commodities

US Natural Gas Update: Futures Rebound in Late Trade on Hotter Weather, Stronger LNG Demand

US natural gas prices rebounded in after-hours trade into positive territory on Tuesday as weather forecasts called for hotter-than-normal temperatures through the first half of September and restored LNG feedgas demand after the conclusion of maintenance at export facilities.The front-month Henry Hub price and the continuous contract both rose by 0.37% to $2.946 per million British thermal units.The October 2026 contract slipped 3 cents to settle at $2.90/MMBtu on Tuesday, Pinebrook Energy Advisors' Energy Buyers' Guide said. It said prices rebounded later on revised forecasts predicting widespread above-normal temperatures over the next several days. That should keep power-generation demand elevated and limit storage injections in the near term, it said.NatGasWeather.com said it was calling for very strong demand over the next seven days. It said the southern and eastern US will be hot to very hot, w/highs in the 90s to 100s degrees Fahrenheit, including many major East Coast cities.However, Vaisala predicted temperatures would fall below normal in the populous Northeast at the beginning of this weekend, Barchart said.High temperatures last week kept power burn at a high level. Celsius Energy reported that the average powerburn for the week ended Aug. 30 was 46.3 Bcf/d, 3.8 Bcf/d above the same period a year ago.Meanwhile, production remains quite ample. BNEF put US production on Tuesday at 114 Bcf/d, up 5.5% over the same day last year. Trading Economics said average output in the Lower 48 states reached about 111.5 Bcf/d in August, surpassing July's record of 110.7 Bcf/d.Gelber & Associates said Energy Transfer's Hugh Brinson Pipeline is set to reach its full Phase I capacity on Tuesday. The new system adds 1.5 Bcf/d of Permian takeaway capacity, relieving constraints around Waha and allowing more West Texas supply to reach demand centers and downstream markets across Texas.That increase in deliverability is being treated as an immediate loosening of the broader supply picture, particularly as additional Permian volumes can now move toward Katy, Carthage, and the Gulf Coast.On the export side, NatGasWeather.com said LNG exports have been soft all summer and near to under 18 Bcf most days and aided by Freeport LNG partially offline due to maintenance. But LNG is stronger the past several days and back to near or over 19 Bcf/day as Freeport returns to full service. Stronger LNG aided gains Monday, although natural gas prices are a few cents lower today. Barchart, citing BNEF, said LNG feedgas demand for Tuesday hit 19.5 Bcf/d, up 12% over this time last week.

Commodities

US Power Update: Power Prices Mostly Higher; Natural Gas Holds Largest Generation Share

US wholesale electricity markets were mostly higher on Tuesday afternoon, with Midcontinent Independent System Operator's intraday prices reaching $585.46 per megawatt-hour, according to data from GridStatus.io.Electric Reliability Council of Texas' real-time locational marginal price stood at $28.27/MWh at 4 p.m. ET. Net load reached 49.04 gigawatts, with natural gas making up the largest share of the generation mix at 42.1%.California Independent System Operator's real-time LMP came in at $15.46/MWh at 4 p.m. ET. Net load was negative 0.5 GW, with solar making up the largest share of the generation mix at 71.3%.Southwest Power Pool's real-time LMP was $60.16/MWh at 4 p.m. ET. Net load reached 45.88 GW, while natural gas accounted for the largest portion of the generation mix at 41.4%. Prices reached an intraday peak of $471.67/MWh at 1:50 p.m. ET.PJM's real-time LMP came to $259.89/MWh at 4 p.m. ET. Net load stood at 136.58 GW, with gas representing the largest share of the generation mix at 45.2%. Prices rose to an intraday high of $519.47/MWh at 4:40 p.m. ET.MISO's real-time LMP was $132.63/MWh at 4 p.m. ET. Net load came in at 99.74 GW, with natural gas making up the largest share of the generation mix at 36.3%. Prices climbed to $585.46/MWh at 2:50 p.m. ET.New York Independent System Operator's real-time LMP stood at $35.84/MWh at 4 p.m. ET. Net load reached 21.89 GW, while dual-fuel sources accounted for the largest share of the generation mix at 33.9%.New England Independent System Operator's real-time LMP came in at $37.16/MWh at 4 p.m. ET. Net load was 13.14 GW, with natural gas accounting for the largest share of the generation mix at 52.3%.Independent Electricity System Operator's real-time LMP stood at $47.21/MWh at 4 p.m. ET. Net load reached 20.95 GW, with nuclear providing the largest share of the generation mix at 41.5% at 3:55 p.m. ET.The National Weather Service's Climate Prediction Center forecasts temperatures to remain above normal across much of the central and eastern US from Sept. 9 to Sept. 15, with near-normal readings across parts of the West.