The supply of land for oil palm planting in Malaysia and Indonesia could run out in just 9 years, no small concern given it takes 25 years to bring a new plantation online. Off of their highs, palm oil prices still remain wildly profitable for producers. ETFs with heavy palm oil exposure: EWM +22.1%, EIDO +37.8%, both Y/Y.
The supply of land for oil palm planting in Malaysia and Indonesia could run out in just 9...
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