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The three pieces every GLOBOIL delegate is reading before the 29th edition.
India Doubled Down: SEA's H1 Data Reframes the Global Demand Picture
MARKET INTELLIGENCE By GLOBOIL Intelligence Desk · Mumbai · 25 May 2026 · 10 min read Most of the commentary on Indian edible oil demand through 2026 has focused on a single data p…
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Reading Malaysia: The April MPOB Data and What B15 Really Signals
MARKET INTELLIGENCE By GLOBOIL Intelligence Desk · Mumbai · 25 May 2026 · 10 min read Malaysia's April 2026 industry performance report from the Malaysian Palm Oil Board, released…
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After Mistry: The MYR 5,200 Call, Three Weeks Later
MARKET INTELLIGENCE By GLOBOIL Intelligence Desk · Mumbai · 25 May 2026 · 11 min read On 6 May 2026, Dorab Mistry delivered the most consequential price call in palm oil markets so…
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The Mistry Call: 5,200 by Mid-July, and Why the Tape Will Decide
MARKET INTELLIGENCE By GLOBOIL Intelligence Desk · Mumbai · 12 May 2026 · 10 min read Dorab Mistry does not move markets by accident. When the director of Godrej International — th…
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India's Palm Oil Paradox: Why the World's Largest Buyer Is Cutting Imports While Prices Rise
MARKET INTELLIGENCE By Editorial Desk, GLOBOIL Intelligence · Mumbai · 5 May 2026 · 10 min read While global edible oil markets are framing 2026 as a structural bull case, the data…
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Bullish Ahead: Why the Global Edible Oil Complex Has Nowhere to Go but Up
MARKET INTELLIGENCE By Editorial Desk, GLOBOIL Intelligence · Mumbai · 5 May 2026 · 8 min read The global vegetable oil complex is staging the most coordinated bullish setup of the…
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The CPO Price Equation: What Analysts Are Watching Through H2 2026
MARKET INTELLIGENCE By Editorial Desk, GLOBOIL Intelligence · 5 April 2026 · 9 min read Crude palm oil futures on Bursa Malaysia Derivatives have traded between 4,200 and 4,800 rin…
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Crude at $100: The POGO Spread Math That's Driving Every Biodiesel Mandate Decision
In this analysis: The Palm Oil–Gasoil (POGO) spread — the price differential between palm oil and gasoil (diesel) on a Singapore-delivered basis — is the single most important econ…
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South America's Soy Weight: How Argentina and Brazil Are Rebalancing the Global Veg Oil Complex
In this analysis: The 2025/26 South American soy harvest is shaping up as the largest on record, with Brazil alone producing roughly 175 million tonnes of soybeans. That volume is…
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La Niña Waning: Reading the 2026 Crop Cycle for Sunflower, Soy and Palm
MARKET INTELLIGENCE By Editorial Desk, GLOBOIL Intelligence · 12 February 2026 · 7 min read The La Niña pattern that developed over the October 2025 to February 2026 window is now…
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China's Soy Bet: What 103 Million Tonnes of Imports Mean for Global Veg Oil Balances
In this analysis: China is on track to import over 100 million tonnes of soybeans in 2026 for the third consecutive year. The sheer scale of that flow — and the crush economics tha…
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Malaysia's Production Ceiling: Why the World's Second Palm Producer Can't Grow Its Way Out
In this analysis: Malaysia's palm oil production is projected at approximately 19.87 million tonnes in 2026, according to Oil World's Thomas Mielke's February 2026 presentation at…
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Join GLOBOIL India 2026
The 29th edition. 29 September – 1 October. The Westin Mumbai Powai Lake.