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Malaysian plantation firms are expected to post weaker upstream earnings in 1Q26 due to seasonally lower crop output and softer palm product prices, partly offset by improved CPO sentiment. Adverse weather in parts of Indonesia disrupted harvesting, and fertiliser costs are rising.
Lower palm output and higher input costs point to firmer palm oil prices and tighter vegetable oil supplies, though weak prices currently limit upside.
thestar.com.myThe Star OnlineMay 5, 2026After 181 past bullish weather events, Palm Oil moved a median +0.5% over 5 sessions (56% higher; middle half -0.9% to +1.9%), and +0.3% over 20.
After 30 past bullish weather events, Urea moved a median +1.4% over 5 sessions (67% higher; middle half -0.3% to +1.6%), and +9.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
