Malaysian oil palm estates largely spared from flooding as Southeast Asia experiences devastating rainfall

This article first appeared in The Edge Malaysia Weekly on December 8, 2025 - December 14, 2025 FLOODS have swept across parts of Southeast Asia in recent weeks, including Malaysia, but plantation companies here report minimal disruption to estate operations. While the wet weather may lend some short-term support to crude palm oil (CPO) prices, industry observers note that the market has yet to price in any “meaningful” supply risk. With October production coming in stronger than expected, attention now shifts to the Malaysian Palm Oil Board’s (MPOB) November and December data, which will determine whether the country can exceed its full-year CPO output forecast of 19.5 million tonnes. MPOB is set to release the November figures on Wednesday (Dec 10). “Overall production this year will be higher due to the delayed cropping pattern,” CGS International analyst Jacquelyn Yow tells The Edge. She expects CPO prices to remain range-bound in the near term. Industry experts contacted by ...