Malaysia's March palm oil stocks hit seven-month low as exports surge
KUALA LUMPUR: Malaysia's palm oil inventories slid in March, down for a third straight month and hitting a seven-month low on a surge in exports that more than offset a modest increase in output.
Plantations sector gains on stronger CPO
The plantation sector is entering a more constructive phase amid stronger crude palm oil (CPO) prices, supported by strengthening biodiesel demand, improving industry economics and tightening supply dynamics, says TA Research.
Number of wildfires this year has exceeded 2025's total cases, says Bomba
KOTA BARU: The Fire and Rescue Department has recorded a sharp increase in forest, bush and plantation fires nationwide from January to March 31, 2026, totalling 12,938 cases.
CPO rally to lift earnings of upstream planters
The current crude palm oil (CPO) rally is expected to boost the near-term earnings of plantation companies, particularly the pure upstream planters, say analysts.
Strong fundamentals for plantation industry
The plantation sector is well poised to be a net gainer as the current surge in energy prices supports more elevated crude palm oil (CPO) prices, with little impact on its food and biofuel-driven demand, say analysts.
1,089 cases of open burning in Kelantan since Jan 1, surge seen in March
KOTA BARU: The Kelantan Fire and Rescue Department has recorded 1,089 open burning cases from the overall total of 1,418 fire emergency calls received since Jan 1.
Pogo spread catalyst for plantation sector
Analysts have upgraded their sector stance for the plantation sector to "tactical positive" from "neutral", supported by the emergence of renewed catalyst from the discount of palm oil-gas oil or the Pogo spread.
If I were a woman planter in an oil palm estate
IF I were a woman planter in an oil palm estate, I would learn very quickly that estates do not clap. They flood. They fruit. They frustrate. But they do not clap.
Plantation output poised for 2026 rebound
The plantation sector enters 2026 against a backdrop of evolving policy dynamics, shifting climate risks and changing global trade flows, says TA Research.
Robust earnings for Malaysia-centric planters
The plantation sector's upcoming fourth quarter results for 2025 (4Q25) will likely show disparity in the earnings trends between Malaysia-and Indonesia-centric planters, according to analysts.
