Posted by calvintaneng > 2022-05-12 06:14 |

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Posted by calvintaneng > 2022-05-12 06:16 | Report Abuse

The La Lina factor

Too dry in Canada, USA highplains, Brazil, Paraguay and Argentina have affected canola, soybean and corn production

Even now La Lina is in play again

Posted by calvintaneng > 2022-05-12 06:19 | Report Abuse

While certain parts are too dry India has experienced cyclones, Greece was hit by tornadoes and floods in NSW, Australia have damaged olive, soybean and canola

Even Malaysia Sri Muda experienced a once in a hundred years flood

Posted by calvintaneng > 2022-05-12 06:22 | Report Abuse

There is a shortage of labourers in Malaysia and certainly we hope Indon labours can return

but take nothing for granted if Covid 19 virus mutates and borders might shut again leading to continual shortfall

This shortfall of workers also affected farmhands in Australia, Europe and elsewhere leading to slower production and shortfall

Posted by calvintaneng > 2022-05-12 06:29 | Report Abuse

Now ports of Ukraine are shut by Russian blockage so no export of sunflower oil

Russia in turn got embargo against it's canola and sunflower oil exports

With storage full next crop of sunflower will not have storage space if they do get them harvested

We already know planting shortfall is almost 40% due to lack of fertilizer, damaged fields by Russian land mines and destroyed farm equipments

Even if the little sun flower crops could be harvested the destroyed infrar will hamper it's transport

And no certainty that by then even the remaining export route by trains are still intact due to Russian Missile bombing

With both Ukraine and Russia in a war of attrition it might last 4 years (1914 to 1918: 1st WW1) or 6 years (1939 - 1945: WW2

Posted by calvintaneng > 2022-05-12 06:43 |

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Posted by calvintaneng > 2022-05-12 06:50 |

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Posted by calvintaneng > 2022-05-12 06:52 |

Post removed.Why?

Posted by calvintaneng > 2022-05-12 06:57 |

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Posted by skoh888 > 2022-05-12 08:42 | Report Abuse

you arrogant cun...calling people with bias mind .Look at yourself in the mirror. Everyone has a right to an opinion. Respect everyone's opinion with an open mind

Posted by s3phiroth > 2022-05-12 08:57 | Report Abuse

msia cpo stock level improved because the oversea buyers temporarily stopped buying and consume their domestic cpo stock only. Nevertheless their stock level wont last long indefinitely. They will eventually start buying again.

If u read the latest release from the cargo surveyor, u will know that they started buying fenzy early this month, which is about 40% more than the same period last month.

Posted by everest29029 > 2022-05-12 11:41 | Report Abuse

Indonesia will soon lift the ban on exports sometime this month. It is not that hard to predict what is coming. As soon as Indonesia is flooded with palm oil, they would want to regain the lost market share from Malaysia. A bigger discount would have to be dished out to regain market share.

Posted by stockraider > 2022-05-12 11:46 | Report Abuse

Lu tau boh ??

At the moment plantation stock are price modestly using sustainable cpo price of Rm 4000 mah!

With the current price above Rm 6000, even if indonesia comeback to the export mkt....that will not affect plantation share price bcos it is not overvalue....as it is not value base on cpo rm 6000 mah!

Posted by speakup > 2022-05-13 11:40 | Report Abuse

Plantations theme is over. See plantations up a bit only today but O&G Hengyuan and Petronm panic buying again

Posted by king36 > 2022-05-13 13:23 | Report Abuse

O&G DNEX is dropping too..... drastically.......

Posted by enning22 > 2022-05-14 00:45 | Report Abuse

even with Indonesia lifted the export ban, but palm oil price still will remain high, for extreme cast still be above 4000 rm. per ton, Indonesia till will keep the 30 bio diessel programe,consume 10 million ton CPO per year. domestic food usage take 8 million ton, Availability of oil for export is not too alarming. the figure could be could be 3o-35 million ton region.