[Futures Hotspot Tracking] Trump believes the US-Iran memorandum of understanding has ended, and the renewed geopolitical risk premium has boosted the strong rebound of Malaysian palm oil. However, June production increased by more than 10% month-on-

2026-07-08

[Futures Hotspot Tracking] Trump believes the US-Iran memorandum of understanding has ended, and the renewed geopolitical risk premium has boosted the strong rebound of Malaysian palm oil. However, June production increased by more than 10% month-on-month, and inventory may reach a record high for the same period in history. Can the supply pressure be absorbed by the favorable biodiesel policy?