Strategy Note /
Indonesia

ESG issues will prevent palm oil producers joining the new commodity boom

  • Palm oil prices are up 16% in 2021 as commodities rally

  • However, the share prices of the commodity producers are flat – the reason is ESG

  • The industry needs to address ESG issues if the likes of Wilmar, Golden Agri, IOI and others are to rally

ESG issues will prevent palm oil producers joining the new commodity boom
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
30 September 2021
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