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Palm oil is already up about 11% this year. But with a US-Iran conflict reshaping energy economics, Indonesia redirecting supply into biofuels, and an 82% chance of El Niño on the horizon, where do prices go from here?

Tune in to find out:

The worst-case price scenario: What is behind the RM5,300 per tonne forecast and the specific conditions that would trigger it.
El Niño risk quantified: An 82% probability of emergence and what that means for Malaysian and Indonesian production.
Countries (not) stockpiling: Why major importers are sitting on existing stocks rather than buying.
The shrinking global surplus: Projections narrowing from 3.1 million tonnes to 1.9 million tonnes, and what does that mean for CPO’s long-term price outlook?
Long-term structural challenges: Ageing plantations, limited expansion land, and why AI won't be improving yields anytime soon.

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