$Crude Palm Oil Futures(MAR5) (FCPOmain.MY)$ Long term bulli...

Indonesia downstreaming of palm oil.It will cause a masssive  20% reduction in total export volume just to accomodate b50.

Bio gasoline or Bensa and SAF is not even considered in the above scenario.

2025 b40 price above 4k

2026 b50 price above 5k

2027 b60 price above 6k

Malaysia recently increased export tax to 10% from 8 % to encourage downstreaming like indonesia.This will cause lesser export volume and supporting price.

Malaysia recently increase minimum wage and refuse to raise windfall levy threshold to 4k to reflect high cost will further hit malaysia long term production yield.

Higher price will discourage small planters from replanting as it is not enticing to replant when price is high.Big planters have lesser fund for replanting as Government overlook their needs.

Trump in office will mean massive rate cut coming and boosting demand.

Commodites like palm oil will welcome a massive ride