# Higher CPO prices to cushion SD Guthrie's weaker output

> Dry weather in SD Guthrie’s Indonesian estates lasted around four months and could reduce fresh fruit bunch yields and output with a six- to 18-month lag, extending into early FY28. The company expects lower Indonesian output but growth in Malaysia and Papua New Guinea; CIMB Securities said higher crude palm oil prices could cushion the production weakness, though high Malaysian inventories weigh on near-term prices.

- Date: 2026-11-06 · published 2026-11-06T09:07:09.683Z
- Category: weather · region Indonesia · magnitude medium
- Page: https://feedsoft.ai/events/83642-higher-cpo-prices-to-cushion-sd-guthrie-s-weaker-output
- Commodities: [Palm Oil](https://feedsoft.ai/c/PALMOIL.md)

## Why it matters

Drought-related yield losses could tighten palm oil supply over the coming months and support prices, while high inventories provide a near-term bearish counterweight. Higher wages and fertilizer costs may also raise production costs.

## Read by commodity

- PALMOIL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| PALMOIL | 2023-12-01 | [CPO prices to rise to US$850/tonne or higher next year](https://feedsoft.ai/events/33279-cpo-prices-to-rise-to-us-850-tonne-or-higher-next-year.md) | -3.0% | -2.4% |
| PALMOIL | 2020-09-28 | [Impending wet season pushes CPO to close higher \| Malay Mail](https://feedsoft.ai/events/51200-impending-wet-season-pushes-cpo-to-close-higher-malay-mail.md) | -6.2% | +0.8% |
| 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% |
| PALMOIL | 2019-01-02 | [CPO prices to gradually rise in 2019, stockpiles remain high in 1Q](https://feedsoft.ai/events/5588-cpo-prices-to-gradually-rise-in-2019-stockpiles-remain-high-in-1q.md) | +6.1% | +8.1% |
| PALMOIL | 2024-05-31 | [SD Guthrie expects CPO prices to average above RM4,000 a tonne this year, says group COO \| Malay Mail](https://feedsoft.ai/events/8036-sd-guthrie-expects-cpo-prices-to-average-above-rm4-000-a-tonne-this-year-says.md) | +2.2% | +1.0% |

## Sources

- nst.com.my: https://www.nst.com.my/business/corporate/2026/11/1571899/higher-cpo-prices-cushion-sd-guthries-weaker-output

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