Free webinar
Oils and Fats Market Updates
A bi-weekly market update hosted by Gehrman Kosenkov, Veg Oils and Biodiesel Analyst, covering the latest news for Palm, Coconut, Sunflower, Rapeseed Oil and more.
- Pricing dynamics
- Import and export trends
- Stock levels
- Global competitiveness
- Supply and demand
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Amsterdam
15:30
Tue 10 Nov · CET · 30 min
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Your host

Gehrman Kosenkov
Vegetable Oils & Fats Analyst
Gehrman Kosenkov is a Senior Market Insight Analyst at Vesper, covering vegetable oils, fats, and grains. He tracks palm, soy, sunflower, rapeseed, and lauric oil markets alongside the wider grains complex, following supply and demand dynamics, biofuel policy, trade flows, and the crude oil moves that ripple through the edible oils complex. He co-hosts Vesper's bi-weekly Oils and Fats webinar, sharing price outlooks with the people who trade and buy these markets. Before Vesper, Gehrman worked as a Data and Market Analyst covering grains and vegetable oils at AlmaStone in London, where he led the evaluation of an 8 million dollar working-capital facility for a Ukrainian sunflower oil producer, and as a shipping consultant. He holds a First Class Honours degree in Maritime Business and Maritime Law from the University of Plymouth, and builds much of his analysis on Python and SQL workflows.
Gehrman on LinkedInPrevious sessions
Latest episode, 27 October 2026 Palm oil's slow climb, record soybeans, olive oil near its floor
Topics discussed
- Welcome and agenda
- Palm oil rebounds from the October lows
- What is capping palm oil prices?
- Palm oil outlook for November and December
- Chicago soybean oil near its July lows
- Record US soybean crop, Brazil planting ahead
- Why soybean prices aren't falling
- Sunflower oil and Black Sea diplomacy
- Ukraine makes veg oils priority cargo
- Why Ukrainian crush stays slow
- Coconut oil: origin prices and slow buying
- Coconut oil outlook: B5 in the Philippines?
- Palm kernel oil follows palm oil, not coconut oil
- Palm kernel oil outlook
- Olive oil: a bigger crop in Spain
- How far can olive oil prices fall?
- Wrap-up
- Intro
- Welcome and the agenda
- Vesper partners with Noble Ag
- Palm oil: high Malaysian stocks already priced in
- Indonesia's palm oil supply and demand
- Palm oil price outlook for Q4
- El Niño and the 2027 palm supply outlook
- Soybeans and soybean oil in Chicago
- Why soybeans are holding high
- Soybean oil outlook and US biofuel demand
- Sunflower oil: Black Sea ceasefire hopes fade
- Can Argentina fill the gap?
- Sunflower oil price outlook
- Q&A: how much demand left sunflower oil
- Lauric oils: coconut oil and palm kernel oil
- Closing
- Intro
- Welcome and the agenda
- Palm oil: why nearby prices dropped
- Indonesia's agrarian reform law
- Soybeans: the Trump-Xi meeting outcome
- Fund positions and the US harvest
- Rapeseed: Coceral, the Rhine and Black Sea logistics
- Rapeseed planting in France and the EU
- Sunflower oil: ceasefire headlines and the Black Sea
- Sunflower oil production in Ukraine and Russia
- Lauric: palm kernel oil and coconut oil
- Olive oil: the new crop outlook
- Closing
- Intro
- Welcome and the agenda
- Palm oil: El Niño and the GAPKI production call
- Indonesia's new export monitoring system
- Soybean oil: EPA exemptions and the biofuel mandate
- Canola: US demand and the Canada trade spat
- Rapeseed: EU supply, Ukraine logistics and the planting drought
- Sunflower oil: why buyers are waiting
- Lauric: coconut oil and palm kernel oil
- Closing
- Welcome and Agenda
- Palm Oil Rally Explained
- Forward Outlook and Q4 Risks
- Rapeseed Surge and Logistics
- Sunflower Oil Market Update
- Soybean Oil and Energy Link
- Rapeseed Oil Q3 Q&A
- Coconut Oil Rebound
- Palm Kernel Oil Outlook
- Wrap Up and Next Call
- Welcome and Agenda
- Vesper Home Feed
- Connect the Dots Forecasts
- Black Sea Shipping Risks
- Europe River Levels
- Middle East and Brent
- EU Heat and El Nino
- Palm Oil July Balance
- Lauric Oils Outlook
- Soybean Oil Drivers
- Rapeseed Oil and Harvest
- Wrap Up and Next Webinar
- Welcome and Agenda
- Brent Rally and Veg Oils
- Indonesia Export Controls Update
- Palm Oil Supply Demand Outlook
- US Tariffs Boost Soy Oil
- Rapeseed Prices Surge
- Sunflower Oil Black Sea Risks
- Coconut Oil and Copra Rebound
- Palm Kernel Oil and EUDR Premiums
- Wrap Up and Next Webinar
- Welcome and Agenda
- Palm Oil Stocks and Prices
- Brent Crude Market Update
- Indonesia B50 Delay Impact
- Q3 Palm Oil Outlook
- Soybean Oil Price Drivers
- China Buying and US Weather
- Canola and Rapeseed Crop Update
- Sunflower Supply Outlook
- Coconut Oil Bottom and Rebound
- Q4 Lauric Oils Outlook
- Wrap Up and Reports
- Welcome and Introduction
- Year-End Reports
- Market Overview and Key Topics
- Palm Oil Market Analysis
- Q&A on Palm Oil
- EUDR Postponement and Impact
- Soybean Oil Market Update
- Rapeseed Market Insights
- Sunflower Oil Market Trends
- Conclusion and Next Webinar Announcement
- Introduction and Welcome
- Market Overview and Palm Oil Discussion
- Palm Oil Price Drop Analysis
- Impact of Indonesian B50 Program
- US-China Trade Relations and Soybean Market
- Sunflower Market Update
- Rape Seed Oil Market Insights
- Conclusion and Farewell
Select a topic to jump to that point in the recording.
Earlier episodes
29 minsLatest episode, 27 October 2026Palm oil's slow climb, record soybeans, olive oil near its floor
30 minsVegetable oils market outlook: from palm oil surpluses to sunflower oil supply risks
24 minsTrump Xi outcome, geopolitics and the veg oil S&D outlook
31 minsPalm, soy and canola: reading a week of EPA news and trade tension
28 minsWeather, logistics and geopolitics: reading the oils and fats market
28 minsGeopolitical nerves, a muted palm oil, and the crop watch ahead
29 minsBrent rally versus record palm stocks: where veg oils go next
27 minsDoes a bearish energy market mean bearish veg oils?
29 minsEnergy, Indonesia’s export centralization, and the crop outlook
30 minsEl Niño crop risk, Indonesia's export overhaul, and where Brent goes next
30 minsEnergy markets, Palm kernel supply, and oilseed outlook
31 minsPalm, sunflower & laurics: supply updates across the vegetable oil complex
33 minsGeopolitics and policy updates in Veg oil markets
29 minsBrent vs. fundamentals, Coconut oil at origin and a supply outlook
33 minsMiddle East conflict risks vs. bearish fundamentals in veg oil markets
32 minsTariffs, tensions, and a tumbling sunflower oil market.
29 minsProduction trends, policy shifts, and price outlooks.
31 minsTrade swings & 2026 VegOil price outlook
29 minsDecoding December's VegOil price moves
27 minsConflicting B50 signals, weak rapeseed stocks, volatile sunflower prices
29 minsHow Chinese demand affects soybean & palm oil markets
30 minsSunflower deficit, biofuel uncertainty & palm oil outlook
30 minsEUDR delay, canola oversupply and laurics oil update...
30 minsCrops, harvest & market drivers