HeyJaredOils and Fats Podcast
Join Gehrman Kosenkov and Maria Cruz, Vesper’s vegetable oils experts, for our bi-weekly Oils and Fats series.
- Indexed episodes, last 90 days
- 5
- Latest publication
- Sep 2, 2026
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- Earliest in this view
- Jul 7, 2026
Latest episodes
Sep. 1, 2026 - Palm, soy and canola: reading a week of EPA news and trade tension (opens the original)
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GAPKI says El Niño could take up to 3 million tons out of next season's CPO production. The palm curve promptly split in two. In week 36 we went through the whole veg oil complex. Deferred palm contracts repriced on the GAPKI statement, which sits above what other industry bodies and analytical agencies have published, while the front of the curve stayed comfortable on flat-to-higher Malaysian August stocks. Indonesia's new export monitoring system went live on September 1, covering export data,
Aug. 18, 2026 – Weather, logistics and geopolitics: reading the oils and fats market (opens the original)
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Gabriela and Gehrman review key vegetable oil markets, focusing on rallying palm oil forward prices versus softer spot prices. They attribute forward strength to rising energy prices, El Niño concerns, lower palm production forecasts for H2 2026 and 2027, and fund speculation, while spot is capped by high Malaysian stocks and recovered Indian stocks. They expect short-term profit-taking but continued support, with Q4 bullish risks from potential weaker Indonesian production (El Niño, lower ferti
Aug. 04, 2026 - Geopolitical nerves, a muted palm oil, and the crop watch ahead (opens the original)
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Gabriela and Gehrman introduce Vesper’s new home screen and “Connect the Dots” feature that summarizes weekly price moves, news, and machine-learning forecasts with bull/bear drivers. They discuss escalating logistics disruptions: attacks in the Black Sea limiting deep-sea exports of sunflower oil, rapeseed, wheat and corn, keeping sunflower oil firm and raising concern for September–October shipments; and low Rhine and Danube river levels increasing barge costs and threatening irrigation and yi
Jul 22, 2026 - Brent rally versus record palm stocks: where veg oils go next (opens the original)
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In a bi-weekly Oils and Fats webinar, analyst Ermin and host Gabriela review key market drivers across energy and vegetable oils. Brent crude rises to about $91–$93/bbl amid escalating Middle East shipping risks (Bab al-Mandab, Hormuz traffic declines), supporting veg oils. Indonesia will start a state-led export governance/data system on Sept. 1 as a commitment ahead of tighter “phase two” export channeling expected in January. Palm oil supply looked comfortable in H1 with strong early-year out
Jul 7, 2026 - Does a bearish energy market mean bearish veg oils? (opens the original)
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In a bi-weekly oils and fats webinar, Vesper’s veg oils analyst reviews June supply-demand and key price drivers across markets. For palm oil, estimates suggest Malaysian stocks rose 3–5% in June, with production up 7–11% and exports up 14–17%, keeping stocks historically high and pressuring prices alongside weaker Brent and delays to Indonesia’s B50 rollout. Brent futures fell to just under $72/bbl as Strait of Hormuz flows recover and OPEC+ signals higher output; recent attacks did not spike p
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