Global Palm Oil Industry: Opportunities and Challenges

Table of Contents

1. Global Vegetable Oil Market

2. Palm Oil Market: An Overview

• 2.1 Introduction to Palm Oil
• 2.2 Value Chain Analysis
• 2.3 Market Overview
  • 2.3.1 Production & Exports
  • 2.2.2 Consumption & Imports
• 2.4 Indonesian Palm Oil Market
• 2.5 Malaysian Palm Oil Market
• 2.6 Colombian Palm Oil Market

3. Growth Drivers

• 3.1 Demand from Emerging Markets
• 3.2 Increased Usage in Developed Markets
• 3.3 Competitive Advantage over Other Vegetable Oils
• 3.4 Growing Health Concern (Removal of TFA)

4. Market Challenges

• 4.1 Limited Scope for Expanding Palm Areas
• 4.2 Fertilizer Costs
• 4.3 Demand for Sustainable Palm Oil

5. Palm Oil Bio-diesel - Growth Opportunity

6. Company Profiles

• 6.1 PT Astra Agro
  • 6.1.1 Company Description
  • 6.1.2 Sales Analysis
  • 6.1.3 Business Developments
• 6.2 Wilmar International
  • 6.2.1 Company Description
  • 6.2.2 Sales Analysis
  • 6.2.3 Business Developments
• 6.3 IOI Corporation
  • 6.3.1 Company Description
  • 6.3.2 Sales Analysis
• 6.3.3 Business Developments

7. Industry Outlook

• 7.1 Market Forecast
• 7.2 Forecast Methodology
  • 7.2.1 Independent Variables
  • 7.2.2 Correlation (Dependent & Independent Variables)
  • 7.2.3 Regression Analysis

List of Figures

• Figure 1.1 Global Vegetable Oil Production: 2001 - 2008
• Figure 1.2 Global Vegetable Oil Production: Share by Types (2007)
• Figure 1.3 Global Vegetable Oil Market; Actual & Forecasted Growth: (1996-2005) & (2006-2015E)
• Figure 2.1 Palm Oil Value Chain
• Figure 2.2 Global Palm Oil Production: 2002 - 2008E
• Figure 2.3 Global Palm Oil Plantation (Million Ha): 1999 - 2008E
• Figure 2.4 Major Producers of Palm Oil: Geographical Segmentation (2007)
• Figure 2.5 Major Consumers of Palm Oil: Geographical Segmentation (2007)
• Figure 2.6 Indonesia: Palm Oil Area & Production (2002 - 2009E)
• Figure 2.7 Indonesia Palm Oil Production: Regional Segmentation (2007)
• Figure 2.8 Indonesia: Annual Palm Area Growth (2000 - 2009)
• Figure 2.9 Indonesia: Palm Area Growth by Owner (2008)
• Figure 2.9 Indonesia: Palm Area by Owner (2008)
• Figure 2.10 Malaysia CPO Production: 2007 - 2008
• Figure 2.11 Malaysia Palm Area Growth: 2007- 2008
• Figure 2.12 Malaysia Total Exports of Palm Oil Products: 2007 - 2008
• Figure 2.13 Malaysia Total Exports (Tonnes) of Biodiesel: 2007 - 2008
• Figure 2.14 Colombia: Palm Oil Production (2002 - 2007)
• Figure 2.15 Colombia Palm Oil Production: Regional Segmentation
• Figure 3.1 Emerging Markets: Palm Oil Consumption (2007/8E)
• Figure 3.2 Emerging Countries GDP Per Capita (US$): 2007
• Figure 3.3 Vegetable Oil: Average Oil Yield (2007)
• Figure 3.4 Planted Crop Area (2007)
• Figure 3.5 Production of Major Vegetable Oil (2007)
• Figure 4.1 Annual Oil Consumption (Excluding Bio-fuel): Actual & Forecasted
• Figure 4.2 Fertilizer Costs as a (%) of Estate (Variable) Costs (2006/7 - 2008/9E)
• Figure 5.1 Global Bio-diesel Production; 2005-2010E
• Figure 5.2 Share of Inputs in Global Bio-diesel Production; 2010E
• Figure 6.1 PT Astra Agro: Revenue Growth (2005 - 2008)
• Figure 6.2 PT Astra Agro: Revenue by Segment (2008)
• Figure 6.3 Wilmar International: Revenue Growth (2005 - 2008)
• Figure 6.4 Wilmar International: Revenue by Business Segments (2008)
• Figure 6.5 IOI Corporation: Revenue Growth (2005 - 2008)
• Figure 6.6 IOI Corporation, Revenue by Business Segments (2008)
• Figure 6.7 IOI Corporation: Total Oil Palm Area by Age (2008)
• Figure 7.1 Global Palm Oil Production: Growth Forecast (2009 - 2011F)

List of Tables

• Table 2.1 World Major Producers of Palm Oil: 2002 - 2007 (' 000 Tonnes)
• Table 2.2 Major Exporters of Palm Oil: 2002 - 2007 (' 000 Tonnes)
• Table 2.3 Major Importers of Palm Oil: 2002 - 2007 (' 000 Tonnes)
• Table 2.4 Indonesia CPO Production: Actual & Estimated (2005 & 2010F)
• Table 2.5 Malaysia Palm Oil Production; By Segments: 2007 - 2008
• Table 2.6 Malaysia Palm Crop Output Yield: 2007 - 2008
• Table 3.1 Consumption Growth (MT): Actual & Estimated
• Table 3.2 Consumption Growth (MT) of Palm Oil (Developed Countries): Actual & Estimated
• Table 3.3 Vegetable Oils Production (MT)
• Table 4.1 Palm Oil Production (MT): Actual & Forecasted (2002/3 - 2007-8E)
• Table 4.2 Estate Costs for Larger Producers (Costs are up >40% in Under 12 Months)
• Table 5.1 Bio-fuel Policies in Key Regions
• Table 5.2 Estimated Cost of Producing Malaysian Palm Bio-Diesel for Export (2007)
• Table 6.1 PT Astra Agro: Plantation Areas in Production (March 31st, 2009)
• Table 6.2 Wilmar International: Plantation Age Profile (December 31st, 2008)
• Table 6.3 IOI Corporation: Plantation Area (2008)
• Table 7.1 Dependent & Independent Variables (1998 - 2008)
• Table 7.2 Correlation Analysis
• Table 7.3 Model Summary - Coefficient of Determination
• Table 7.4 Regression Coefficients