Southeast Asian palm harvesting disrupted by rising cost of diesel, supply crunch
Higher diesel costs are disrupting palm harvesting in Southeast Asia, reducing palm output and tightening supply.
Source →The trace
How it reaches your house.
Starting from Wilmar International, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Wilmar International Limited →Shortage riskPalm fresh fruit bunches (FFB)
Southeast Asian harvest disruption directly reduces fresh fruit bunch availability, and Wilmar’s low substitutability plus long replacement lead time make the input shortage material.
83% confidenceWilmar International →Shortage riskRBD Palm Oil (Confectionery & Bakery Fat)
Rising diesel costs are cutting palm harvesting and output in Southeast Asia, which should tighten Wilmar's supply of RBD palm oil, a line where it has a 20% market share.
76% confidenceHop 2
RBD Palm Oil (Confectionery & Bakery Fat) →Shortage riskIndonesia supplies 59.6% of this input, so the Southeast Asian harvesting disruption directly tightens output from the main source country.
95% confidenceRBD Palm Oil (Confectionery & Bakery Fat) →Shortage riskMalaysia supplies 24.1% of this input, so the regional palm-output shock materially constrains supply from the country.
92% confidenceRBD Palm Oil (Confectionery & Bakery Fat) →Prices riseRBD Palm Oil is an input to snacks and confectionery, so a tighter palm supply raises input costs for those producers.
Hop 3
Indonesia →Shortage riskPalm fresh fruit bunches (FFB)
Harvesting is the directly disrupted step, and Indonesia accounts for 59% of global supply of fresh fruit bunches.
96% confidenceSnacks & confectionery →Shortage riskRBD Palm Oil (Confectionery & Bakery Fat)
Snacks & confectionery depends on RBD palm oil as a key confectionery/bakery fat, so a palm-harvest diesel shock that tightens palm supply makes this input scarcer.
95% confidenceMalaysia →Shortage risk
Where it lands
What you buy, and what you own.
Goods you buy
Snacks & confectionery
Companies you may own
Wilmar InternationalSime Darby Plantation
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.