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Chye Wen Fei, an analyst at Hong Leong Investment Bank, said in a report that Malaysia's palm oil inventory growth in August should be limited, and the seasonal increase in production is expected to partially offset its impact by resilient exports. She said it is expected that India's holiday season inventory replenishment and the price competitiveness of palm oil compared to soybean oil will boost exports. Chye expects high crude palm oil prices to continue until the end of the second half of the year as supply tightens and demand is resilient.

Zhitongcaijing·08/11/2026 00:57:02
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Chye Wen Fei, an analyst at Hong Leong Investment Bank, said in a report that Malaysia's palm oil inventory growth in August should be limited, and the seasonal increase in production is expected to partially offset its impact by resilient exports. She said it is expected that India's holiday season inventory replenishment and the price competitiveness of palm oil compared to soybean oil will boost exports. Chye expects high crude palm oil prices to continue until the end of the second half of the year as supply tightens and demand is resilient.