Synopsis:

1. Tracking the import of oilseeds and oils in China (comparison among major oils and import versus domestic production)

2. Analysis of import cost of oils & oilseeds (tracking of price and price differences among major oils)

3. Effect of the release of state reserve rapeseed oil on oils’ S&D; situation (volume compilation and differences among major oils)

4.Evaluation of soybean import in China (analysis of soybean import trend)

5.Structural change of China oils & fats consumption (share of oils & fats consumption)

6. Palm oil import in China (Y-o-Y, and monthly trend, PL vs. PS)

7. Changes in palm oil stock (changes in import pattern and monthly import trend)

8.Change in palm oil prices (price trend, effect of soybean-palm oil price different on substitutability)

9. Assessment of palm oil consumption (Annual comparison, influencing factors)

10. Tracking of oils & fats price difference (SBO-RSO-PL price difference on consumption volume)

11. Judgement on the near term market outlook
(comparison of reality and expectation: evaluation of Chinese oil and fat supply)
(The influence of soybean import on oil consumption and the rhythm of handling of state reserve rapeseed oil)
(Factors such as macro capital, policy deleveraging, price fluctuation at country of origin and other factors affecting the import margin of palm oil, and analysis of trading opportunities)

12. Palm oil imports still have room for improvement.