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MBSB Research kept its Neutral view on Malaysia's plantation sector, citing record palm oil inventories and subdued export demand. Malaysian stocks rose 3.2% month-on-month to 3.62 million tonnes in October 2026, up 44.4% year-on-year, and local CPO averaged RM4,406 per tonne in October, down 4.5% month-on-month.
Heavy stockpiles weigh on near-term CPO prices and make palm oil cheaper relative to other vegetable oils, which can ease costs for feed buyers. Possible El Niño supply disruptions are a upside risk that the report does not expect to outweigh the stock overhang in November.
businesstoday.com.myNov 14, 2026Not enough comparable past events yet for a historical read.
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.
