Malaysia Palm Oil Inventories May Decline After October Peak
Malaysia’s palm oil inventories may start falling after October, while the current seasonal production peak is expected to weigh on CPO prices near term.
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what happened
According to Newsmetry API, Malaysia’s palm oil inventories may begin to decline after October. Hong Leong IB analyst Chye Wen Fei said seasonal production is expected to ease, while the lagged impact of El Nino is likely to weigh on output.
CPO prices are nevertheless expected to face near-term pressure from the current seasonal production peak. Hong Leong keeps an overweight rating on Malaysia’s plantation sector, anticipating that elevated CPO prices will persist into 2027 as supply tightens and demand remains resilient.
The bank identifies Hap Seng Plantations and IOI Corp. as its top picks.
why it matters
The market focus is shifting from the current seasonal output peak to the potential post-October supply decline. Hong Leong’s view links support for CPO prices through 2027 to tighter supply and resilient demand.
instruments
sources
- Malaysia's Palm Oil Inventories Could Fall After October Peak — Market Talk — Newsmetry API, 13 October 2026 at 01:00 UTC
prepared by the newsmetry newsroom with ai assistance from the sources listed below. not investment advice.
on the website stories appear 15 minutes after publication, in the api at once.
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