Malaysian palm oil producers could capture US market share from Indonesia with better pricing — CGS International

게시됨 2025년 4월 10일

Tridge 요약

Malaysian palm oil producers are set to challenge Indonesian dominance in the US market due to more competitive pricing following a 32% reciprocal tariff on Indonesian imports, effective from April 9. This tariff, compared to the 24% on Malaysian imports, could shift the supply chain and make Malaysian producers more appealing. CGS International highlights SD Guthrie Bhd, Hap Seng Plantations Bhd, and Ta Ann Holdings Bhd as its top picks. Meanwhile, the Indonesian government plans to seize over one million hectares of private oil palm plantations, claiming they are illegal, a move that could make it the largest palm oil company globally. However, the depreciation of the Indonesian rupah against the Malaysian ringgit could increase operational costs for Indonesian producers.

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원본 콘텐츠

Malaysian palm oil producers could steal the spotlight in the US, grabbing market share from Indonesia with their more competitive pricing, with the imposition of reciprocal tariff from April 9. The US has slapped Indonesian imports with a reciprocal tariff of 32%, compared with the 24% imposed on Malaysian imports. “We think this could result in supply chain shifts, with Malaysian palm oil producers potentially gaining market share in the US, due to more competitive pricing relative to their Indonesian counterparts,” CGS International said in its agribusiness sector note. In 2024, the US imported 1.75 million tonnes of palm oil (2.2% of global palm oil production), of which 88% were from Indonesia. Indonesia and Malaysia are the world’s largest and second largest palm oil producers, respectively. CGS International said it prefers plantation companies with more exposure to Malaysia, due to US tariffs, Indonesian government policies that may cause land losses, and a weakening ...

출처: UkrAgroConsult