✻Forecast FarmClimate · Cultivation · Consequence
Commodity desk · Bursa Malaysia FCPO

Palm Oil · Southeast Asia

Indonesia and Malaysia press about 85% of the world's palm oil from a tree that answers drought on a delay: an El Niño dry spell over Sumatra and Borneo shows up as lost fruit six to twelve months later, long after the rain has returned. This desk's rainfall ledger is therefore a leading indicator with the lag written on it.

ENSO state · through Sep 2026
very strong El Niño +3.40 · strengthening · Oct 2026 provisional +3.83
The Forecast Network's ERA5 multivariate ENSO index (the series behind celsius.earth/enso); positive is El Niño-like. Monthly means arrive about six weeks after the month; the provisional month is ERA5T and may still move.
Current stage
Year-round harvest · Peak production ★
Temp, next 2 wk
+0.3°C vs normal
Rain, next 2 wk
85 % of normal
SEAS5, next 3 mo
+1.3°C vs hindcast
Obs rain, 3 mo
111 % of normal
ENSO
very strong El Niño +3.4

The daily sheet · 2026-10-21 to 2026-11-03

Temperature anomaly · °C vs 1991–2025 normal
+0.9°−0.9°2123252729312
Rainfall · mm per day, brass dash = normal
2123252729312

Day-by-day ensemble means from the same ECMWF extended run as the weekly ledger — the short-term sheet a desk reads each morning. Days are UTC.

The six-week ledger · ECMWF extended ensemble, 2026-10-21 00z

Temperature anomaly · °C vs 1991–2025 normal
+1.4°C0−1.4°C+0.3W1+0.3W2+0.1W3+0.2W4+0.4W5+0.4W6
Rainfall · mm per week, brass dash = normal
64W1 · 99%51W2 · 73%68W3 · 87%72W4 · 93%69W5 · 89%69W6 · 89%
The belts, first fortnight
RegionTemp anomalyRain% of normal
Sumatra+0.3°C121 mm89%
Kalimantan & East Malaysia (Borneo)+0.4°C83 mm64%
Peninsular Malaysia+0.2°C151 mm108%

Ensemble-mean weekly aggregates over the desk's growing belts (land cells, production-weighted); whiskers show the ensemble spread carried with the mean — an upper bound for a weekly average. Weeks run from the initialisation date.

The plates · the fortnight on the map

Temperature anomaly, week 1, over the Palm Oil · Southeast Asia belts
Temperature anomaly · Week 1 · 2026-10-21 → 2026-10-27
Rainfall, percent of normal, week 1, over the Palm Oil · Southeast Asia belts
Rainfall, percent of normal · Week 1 · 2026-10-21 → 2026-10-27
Temperature anomaly, week 2, over the Palm Oil · Southeast Asia belts
Temperature anomaly · Week 2 · 2026-10-28 → 2026-11-03
Rainfall, percent of normal, week 2, over the Palm Oil · Southeast Asia belts
Rainfall, percent of normal · Week 2 · 2026-10-28 → 2026-11-03
Temperature anomaly (°C vs normal)≤ −4−4 to −2−2 to −1−1 to −½near normal+½ to +1+1 to +2+2 to +4> +4
Rainfall, percent of normal (% of normal rain)< 4040–6060–80near normal120–150150–200200–300> 300

EC-46 ensemble-mean weekly fields at 0.25°, painted in the Herbarium stepped ramps over the desk's belts (the oxblood rectangles). Near-normal stays paper; sea and no-data carry no ink; rainfall percent is unpainted where the weekly normal is under 2 mm. Cells are honest — drawn at the data's own resolution.

The seasonal ledger · SEAS5, initialised Oct 2026

Run-to-run · the last 6 initialisations
+2.10MayJunJulAugSepOctNovDecJanFebMarApr2 m temperature anomaly, °C · dark line = latest run
A forecast that holds its shape across initialisations deserves more weight than one that just appeared.
Latest run, month by month
MonthTemp anomRain anom% of normalTopsoil moisture anom m³/m³
Oct 2026 ◔+1.1°C-64 mm77%-0.021
Nov 2026+1.2°C-24 mm93%-0.008
Dec 2026+1.2°C+31 mm109%+0.002
Jan 2027+1.5°C-9 mm97%-0.002
Feb 2027+1.7°C-33 mm84%-0.012
Mar 2027+1.9°C-54 mm77%-0.022
Apr 2027+1.7°C-3 mm99%-0.013
◔ part elapsed. Anomalies vs the store's ERA5 hindcast climatology; percent-of-normal vs the AgroClim 1991–2025 normals. Topsoil moisture is volumetric water in the top 7 cm — negative is drier than the hindcast normal.

Rain that actually fell · CHIRPS, through Dec 2025

Monthly rainfall over the belts · mm, brass dash = 1991–2020 normal
Last 3 months 111% of normal
JanFebMarAprMayJunJulAugSepOctNovDec

CHIRPS v3.0 satellite-gauge rainfall sampled at a lattice of land points across the desk's belts, production-weighted. Observed data, not a forecast.

The crop calendar · what this weather means now

JanFebMarAprMayJunJulAugSepOctNovDec
Year-round harvest
Peak production ★
El Niño dry-risk window ★

★ market-critical stage · the outlined column is the current month.

What the desk watches
  • Rolling rainfall percent-of-normal — a three-month deficit here is next year's production story; the trade counts the lag in the futures curve.
  • Dry-spell length and haze season severity over Sumatra and Kalimantan.
  • Flooding at peak production, which cuts harvest rounds and mill intake.
Climate drivers

El Niño is the desk's defining driver: 2015–16 and 2023 both cut yields across the archipelago with the classic delay. The ENSO plate beside the rainfall bars is the whole thesis of this dashboard.

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