13 January 2021

Published by
Tellimer Research

Nirgunan Tiruchelvam
Head of Consumers Equity Research

13 January 2021
Published by
Tellimer Research
Malaysia's emergency declaration will accelerate palm oil boom

Nirgunan Tiruchelvam
Head of Consumers Equity Research @
Tellimer Research
13 January 2021
- Since Malaysia is the second largest producer of palm oil in the world, the state of emergency will restrict supply
- Palm oil has already risen to a 10-year high (prices are up by 90%) and will continue to accelerate as supply tightens
- A sustained surge in prices could create value for palm oil stocks, which have underperformed the commodity
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