Palm oil

Asean’s biodiesel push fuels palm oil rally, but will SGX-listed players gain?

Higher crude palm oil prices support upstream plantation earnings, but could be a double-edged sword for integrated operators: analysts

Despite the recent earnings drop, RHB raised its net profit forecasts for Wilmar by 5.7%, 8.4% and 7% for the financial years 2026 to 2028, respectively.
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Wilmar shares fall 5.7% as hedging losses from Iran war weigh on results

Q1 profit down 22.8% at US$265 million; company cites temporary unrealised mark-to-market losses from hedging

Higher structural demand over time from the energy sector could be “net supportive” of the company’s performance.

Bumitama Agri net positive on oil hikes as palm oil prices move in tandem with crude

Palm oil is a key feedstock in biofuel, whose demand tends to rise when crude oil prices surge

Malaysia government’s spending has ballooned as it maintains subsidies to keep retail pump prices low.

Malaysia to boost biodiesel use to cope with Middle East conflict fallout 

Finance ministry will spend RM7 billion on subsidies in April, including for petrol and diesel

Thailand is projected to produce 21.9 million tonnes of palm oil and 3.9 million tonnes of crude palm oil in 2026.

Thailand to control crude palm oil exports, bottled prices starting April 7

The measure takes effect on Tuesday and will remain in force for one year

Indonesia and Malaysia are the world’s dominant producers of palm oil.

Malaysia fertiliser producers halt new orders as Iran war drives up prices

The near-closure of Hormuz has choked off a significant share of fertiliser produced in the Middle East

Indonesia shipped 1.8 million tonnes of palm oil to the Middle East in 2025.

Indonesia’s palm oil export demand cools as Middle East conflict lifts freight, insurance costs

A slower pace of shipments can result in a stock build-up in the South-east Asian nation: Indonesian Palm Oil Association

The Malaysian Palm Oil Board is scheduled to publish its monthly figures on Mar 10.

Malaysia palm oil output set for steep drop after Sabah floods

The nation’s production is expected to decline in February due to seasonal lows and shorter working days due to holidays

Analysts say agri industry tailwinds should extend the strong momentum from H1, though policy risks and company specific-challenges cloud the outlook.

Firmer palm oil prices lift SGX agri stocks ahead of H2 results, but Indonesia risks cloud outlook

Market watchers expect the strong streak from earlier in FY2025 to continue, but individual companies face potential downside risks