---
title: "Malaysia's share of India's palm oil imports will rise above 42% by mid-2027, with SD Guthrie International to displace Indonesian supply."
description: "Jakarta has ordered every fuel station to sell 50% palm-based biodiesel from 1 October. As supply gets domestically restrained in Indonesia overseas buyers will feel the crunch. India is particularly "
url: "https://bilby.ai/predictions/p/140/malaysia-s-share-of-india-s-palm-oil-imports-will-rise-above-42-by-mid-2027-with"
markdown: "https://bilby.ai/predictions/p/140/malaysia-s-share-of-india-s-palm-oil-imports-will-rise-above-42-by-mid-2027-with.md"
index: "https://bilby.ai/llms.txt"
---

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# Malaysia's share of India's palm oil imports will rise above 42% by mid-2027, with SD Guthrie International to displace Indonesian supply.

- **Made:** 2 Oct 2026
- **By:** Owen Bae
- **Market:** Indonesia
- **Outcome:** Unresolved

Jakarta has ordered every fuel station to sell 50% palm-based biodiesel from 1 October. As supply gets domestically restrained in Indonesia overseas buyers will feel the crunch. India is particularly exposed because it is Indonesia's largest buyer at 3.8 million tons and buys on price, so it cannot outbid guaranteed domestic demand. As a result, Indian refiners are likely to surrender volume to Malaysian palm exporters. SD Guthrie International is well placed to capture the resulting demand as Malaysia’s largest palm exporters and India is its biggest trading partner market. The Malaysian share of Indian palm imports have already rose to 39.2% through August 2026. Further Indonesian supply diversion will shift Indian import volumes towards SD Guthrie’s existing Malaysian export network. This will weaken Jakarta’s pricing leverage in its largest palm oil market.

[Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=Malaysia's%20share%20of%20India's%20palm%20oil%20imports%20will%20rise%20above%2042%25%20by%20mid-2027%2C%20with%20SD%20Guthrie%20International%20to%20displace%20Indonesian%20supply.)

## Ask Bilby about it

Carry the prediction into a question: what has changed since, who decides, and who is exposed.

- [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20Malaysia's%20share%20of%20India's%20palm%20oil%20imports%20will%20rise%20above%2042%25%20by%20mid-2027%2C%20with%20SD%20Guthrie%20International%20to%20displace%20Indonesian%20supply.)
- [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20Malaysia's%20share%20of%20India's%20palm%20oil%20imports%20will%20rise%20above%2042%25%20by%20mid-2027%2C%20with%20SD%20Guthrie%20International%20to%20displace%20Indonesian%20supply.)
- [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20Malaysia's%20share%20of%20India's%20palm%20oil%20imports%20will%20rise%20above%2042%25%20by%20mid-2027%2C%20with%20SD%20Guthrie%20International%20to%20displace%20Indonesian%20supply.)

## More from Indonesia

29 predictions on Indonesia so far, newest first.

- 3 Nov 2026 · [ANTAM’s nickel operating profit will reach at least Rp15 trillion (US$830 million) in 2027.](https://bilby.ai/predictions/p/200/antam-s-nickel-operating-profit-will-reach-at-least-rp15-trillion-us-830-million) · Unresolved
- 28 Oct 2026 · [Jakarta’s reform plan is unlikely to reverse MSCI to move Indonesia to Standalone Market status by 30 June 2027.](https://bilby.ai/predictions/p/191/jakarta-s-reform-plan-is-unlikely-to-reverse-msci-to-move-indonesia-to-standalon) · Unresolved
- 20 Oct 2026 · [MSCI will confirm Indonesia’s downgrade from Emerging Market to Standalone Market status by 30 June 2027.](https://bilby.ai/predictions/p/173/msci-will-confirm-indonesia-s-downgrade-from-emerging-market-to-standalone-marke) · Unresolved

[All 29 from Indonesia](https://bilby.ai/predictions/log?tag=indonesia) · Marked true or false when each resolves

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