# Mixed results ahead for plantation sector in 1Q26 | The Star

> 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.

- Date: 2026-05-05 · published 2026-05-05T12:00:00.000Z
- Category: weather · region Malaysia · magnitude low
- Page: https://feedsoft.ai/events/15468-mixed-results-ahead-for-plantation-sector-in-1q26-the-star
- Commodities: [Palm Oil](https://feedsoft.ai/c/PALMOIL.md), [Urea](https://feedsoft.ai/c/UREA.md)

## Why it matters

Lower palm output and higher input costs point to firmer palm oil prices and tighter vegetable oil supplies, though weak prices currently limit upside.

## Read by commodity

- UREA: bullish ▲
- PALMOIL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| PALMOIL | 2019-08-07 | [Palm hits fresh 10-week high on Indonesia weather concerns \| The Star](https://feedsoft.ai/events/57679-palm-hits-fresh-10-week-high-on-indonesia-weather-concerns-the-star.md) | +3.7% | +3.5% |
| PALMOIL | 2023-06-27 | [Palm oil will rise in price in the second half of the year – forecast](https://feedsoft.ai/events/35580-palm-oil-will-rise-in-price-in-the-second-half-of-the-year-forecast.md) | +12.1% | +13.3% |
| PALMOIL | 2026-08-28 | [IOI Corp sees strong FY27 on elevated CPO prices \| The Star](https://feedsoft.ai/events/4539-ioi-corp-sees-strong-fy27-on-elevated-cpo-prices-the-star.md) | +4.5% | +1.3% |
| PALMOIL | 2023-11-30 | [El Niño ahead: Potential disruption to fishmeal supply in 2024](https://feedsoft.ai/events/33069-el-nino-ahead-potential-disruption-to-fishmeal-supply-in-2024.md) | -2.6% | -2.4% |
| PALMOIL | 2020-12-03 | [Low production to support CPO prices \| The Star](https://feedsoft.ai/events/49758-low-production-to-support-cpo-prices-the-star.md) | +1.0% | +5.3% |
| UREA | 2026-04-29 | [Indonesia 2026 crude palm oil output to fall due to El Nino, high fertiliser prices, association says \| The Star](https://feedsoft.ai/events/19818-indonesia-2026-crude-palm-oil-output-to-fall-due-to-el-nino-high-fertiliser.md) | -9.4% | -17.3% |
| UREA | 2026-04-22 | [Chicago soy rises as oil prices climb, rain forecast threatens Midwest planting - Markets - Business Recorder](https://feedsoft.ai/events/19752-chicago-soy-rises-as-oil-prices-climb-rain-forecast-threatens-midwest-planting.md) | -0.5% | -15.4% |
| UREA | 2025-03-05 | [From Seed to Success: Plan for Your Largest Corn Harvest in 2025 with Drought-Proofing Strategies - AgWeb](https://feedsoft.ai/events/13107-from-seed-to-success-plan-for-your-largest-corn-harvest-in-2025-with-drought.md) | -0.8% | -0.1% |

## Sources

- thestar.com.my: https://www.thestar.com.my/business/business-news/2026/05/06/mixed-results-ahead-for-plantation-sector-in-1q26

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.