
A Danamon economist forecast the rupiah at 18,032 per U.S. dollar at the end of 2026, citing external pressures including geopolitical tensions, high energy prices, global inflation risks, and elevated U.S. Treasury yields. He said the rise in oil prices had reversed expectations for continued disinflation and made global rate cuts more difficult.
Higher energy prices can raise freight, processing, and production costs across feed supply chains, while a weaker rupiah would increase Indonesian import costs. The story describes macroeconomic pressure rather than a direct change in feed-commodity availability.
After 487 past bullish macro events, Crude Oil (WTI) moved a median +1.0% over 5 sessions (60% higher; middle half -2.0% to +4.0%), and +1.5% over 20.
After 323 past bullish macro events, Crude Oil (Brent) moved a median +0.7% over 5 sessions (58% higher; middle half -2.9% to +3.7%), and +1.3% 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.