Palm oil is already up about 11% this year. But with a US-Iran conflict reshaping energy economics, Indonesia redirecting supply into biofuels, and an 82% chance of El Niño on the horizon, where do prices go from here? 

Tune in to find out: 


The worst-case price scenario: What is behind the RM5,300 per tonne forecast and the specific conditions that would trigger it.


El Niño risk quantified:  An 82% probability of emergence and what that means for Malaysian and Indonesian production.


Countries (not) stockpiling: Why major importers are sitting on existing stocks rather than buying. 


The shrinking global surplus: Projections narrowing from 3.1 million tonnes to 1.9 million tonnes, and what does that mean for CPO’s long-term price outlook? 


Long-term structural challenges: Ageing plantations, limited expansion land, and why AI won't be improving yields anytime soon.

Image credit: Shutterstock

Palm oil is already up about 11% this year. But with a US-Iran conflict reshaping energy economics, Indonesia redirecting supply into biofuels, and an 82% chance of El Niño on the horizon, where do prices go from here?&nbsp;Tune in to find out:&nbsp;<ul><li>The worst-case price scenario: What is behind the RM5,300 per tonne forecast and the specific conditions that would trigger it.</li><li>El Niño risk quantified:&nbsp; An 82% probability of emergence and what that means for Malaysian and Indonesian production.</li><li>Countries (not) stockpiling: Why major importers are sitting on existing stocks rather than buying.&nbsp;</li><li>The shrinking global surplus: Projections narrowing from 3.1 million tonnes to 1.9 million tonnes, and what does that mean for CPO’s long-term price outlook?&nbsp;</li><li>Long-term structural challenges: Ageing plantations, limited expansion land, and why AI won't be improving yields anytime soon. Image credit: Shutterstock</li></ul>

Helping you navigate the ever-changing universe of business, from headlines to the bottom line

Helping you navigate the ever-changing universe of business, from headlines to the bottom line