BMI predicts that global palm oil production will increase by 1.8% in 2025/26, reaching 80.1 million tons; Among them, Indonesia's production will increase by 3.3% to 47.5 million tons.

BMI predicts that global palm oil production will increase by 1.8% to 80.1 million tons in 2025/26, with Indonesia's production growing by 3.3% to 47.5 million tons. The increase in supply poses downward pressure on palm oil spot prices, as global supply expansion may exceed demand growth, leading to inventory accumulation and price pressure. The rating is generally negative, reflecting a mild but clear negative impact.

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