Russia-Ukraine conflict and Malaysian palm oil: An analysis of market impacts and public sentiment.

The Russia-Ukraine conflict, which began in February 2022, has significantly impacted global commodity markets, particularly the Malaysian palm oil industry. This study examines the effects of the conflict on key market indicators-price, production quantity, oil extraction rate, and exports-while al...

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Main Authors: Azlizan Mat Enh, Hasrina Mustafa, Fahri Ahmed
Format: Article
Language:English
Published: Public Library of Science (PLoS) 2025-01-01
Series:PLoS ONE
Online Access:https://doi.org/10.1371/journal.pone.0323747
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author Azlizan Mat Enh
Hasrina Mustafa
Fahri Ahmed
author_facet Azlizan Mat Enh
Hasrina Mustafa
Fahri Ahmed
author_sort Azlizan Mat Enh
collection DOAJ
description The Russia-Ukraine conflict, which began in February 2022, has significantly impacted global commodity markets, particularly the Malaysian palm oil industry. This study examines the effects of the conflict on key market indicators-price, production quantity, oil extraction rate, and exports-while also analyzing the role of public sentiment in shaping market dynamics. Using data from the Malaysian Palm Oil Board (MPOB) and online engagement metrics, a composite sentiment index was developed through Principal Component Analysis (PCA). The findings indicate that palm oil prices spiked sharply following the conflict due to supply chain disruptions and speculative trading, while production and extraction rates remained stable. Exports showed increased volatility, reflecting trade realignments and policy interventions. Public sentiment shifted from a fragmented geopolitical discourse to an economically driven narrative, strongly correlating with price fluctuations and concerns over supply chain stability. This study highlights the growing importance of sentiment analysis in understanding market behavior and provides insights for policymakers and industry stakeholders to mitigate the effects of geopolitical crises on the palm oil sector.
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spelling doaj-art-7ffb1922767846c8b770222a93a047482025-08-20T03:25:18ZengPublic Library of Science (PLoS)PLoS ONE1932-62032025-01-01205e032374710.1371/journal.pone.0323747Russia-Ukraine conflict and Malaysian palm oil: An analysis of market impacts and public sentiment.Azlizan Mat EnhHasrina MustafaFahri AhmedThe Russia-Ukraine conflict, which began in February 2022, has significantly impacted global commodity markets, particularly the Malaysian palm oil industry. This study examines the effects of the conflict on key market indicators-price, production quantity, oil extraction rate, and exports-while also analyzing the role of public sentiment in shaping market dynamics. Using data from the Malaysian Palm Oil Board (MPOB) and online engagement metrics, a composite sentiment index was developed through Principal Component Analysis (PCA). The findings indicate that palm oil prices spiked sharply following the conflict due to supply chain disruptions and speculative trading, while production and extraction rates remained stable. Exports showed increased volatility, reflecting trade realignments and policy interventions. Public sentiment shifted from a fragmented geopolitical discourse to an economically driven narrative, strongly correlating with price fluctuations and concerns over supply chain stability. This study highlights the growing importance of sentiment analysis in understanding market behavior and provides insights for policymakers and industry stakeholders to mitigate the effects of geopolitical crises on the palm oil sector.https://doi.org/10.1371/journal.pone.0323747
spellingShingle Azlizan Mat Enh
Hasrina Mustafa
Fahri Ahmed
Russia-Ukraine conflict and Malaysian palm oil: An analysis of market impacts and public sentiment.
PLoS ONE
title Russia-Ukraine conflict and Malaysian palm oil: An analysis of market impacts and public sentiment.
title_full Russia-Ukraine conflict and Malaysian palm oil: An analysis of market impacts and public sentiment.
title_fullStr Russia-Ukraine conflict and Malaysian palm oil: An analysis of market impacts and public sentiment.
title_full_unstemmed Russia-Ukraine conflict and Malaysian palm oil: An analysis of market impacts and public sentiment.
title_short Russia-Ukraine conflict and Malaysian palm oil: An analysis of market impacts and public sentiment.
title_sort russia ukraine conflict and malaysian palm oil an analysis of market impacts and public sentiment
url https://doi.org/10.1371/journal.pone.0323747
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