Palm oil

BROKERS’ TAKE

Palm oil stocks set to surge as Indonesia said to be scaling back export overhaul: analysts

Brokerages, including UOBKH and RHB, are moving to upgrade battered plantation stocks across the board

The Indonesian task force seized around 4.1 million ha of plantations in 2025 for operating illegally in forest areas.

Malaysia’s SD Guthrie working with Indonesia on palm oil plantation seizures: CEO

The firm says 2% of its land has been seized by the Indonesian task force, amounting to around 2,800 ha

Competition in the palm oil sector between the two neighbouring countries may intensify in the coming months as Indonesia tightens export controls.

Malaysia palm reserves jump most in five months after sharp drop in exports

The fall is from buyers flocking to discounted Indonesian cargoes after Jakarta’s overhaul of key commodity exports

Maybank Indonesia has for years been a key banking partner to the broader Salim Group.

Indonesia authorities question Maybank staff over Salim Group palm oil export flows: sources

The lender’s exposure to Salim is relatively modest at around 150 billion rupiah

The Indonesian government announced late last month it would take control of some key commodity exports in a sweeping overhaul. 

Indonesia asks police to probe hundreds of firms on palm prices

About 270 to 300 firms have not adjusted their prices over the past few days

Palm oil is sold in a wide variety of forms, and the rules encompass several of the most common types of exports.

Indonesia releases details on export overhaul of palm, coal

The list may provide some relief to markets after Prabowo’s initial announcement sowed confusion

While there has been a spike in Indonesian exports in the short term, traders and investors remain cautious about the eventual impact of Jakara’s new system.

Chinese buyers scoop up Indonesian palm oil before export revamp

More purchases are taking place this week as buyers take advantage of attractive price margins

Malaysian exports fell 6.2% in May from a month earlier to 1.22 million tonnes, according to a Bloomberg survey.

Malaysian palm oil exports to face pressure from Indonesia’s commodity export overhaul

Indonesian palm oil is currently more attractively priced than Malaysian supplies

Coal, palm oil and ferroalloy producers are expected to start submitting export-related documents to the newly formed state-owned company Danantara Sumberdaya Indonesia beginning on Jun 1.

Indonesia advances export control plan despite uncertainty

A unit of sovereign wealth fund Danantara will take over specific export activities as early as September or latest by Jan 1, 2027

The impact of Jakarta’s latest move is expected to vary among SGX-listed planters, depending on their level of export exposure.

SGX-listed palm oil players under pressure as Indonesia’s commodity export overhaul stokes fears

Companies face heightened regulatory risks and the scale of policy roll-out poses execution hurdles: analysts