## Company Profile PT YUSEN LOGISTICS INDONESIA is the Indonesian subsidiary of Yusen Logistics, a global freight-forwarding and supply-chain services provider. In Indonesia the company offers ocean and air freight forwarding, customs clearance, warehousing/contract logistics, and door-to-door supply-chain solutions for exporters and importers. Yusen Indonesia typically serves export-oriented sectors (agri-commodities, Indonesia-based electronics/component manufacturers, consumer goods and industrial materials) and operates as a customer-service oriented forwarder that manages booking, documentation and inland connections for cross-border shippers. ## Pain Points 1) Recurrent peak-season congestion and feeder/mainline connection failures (Eid/Ramadan, Chinese New Year, H2 peak) lead to high customer-service volume, missed ETAs, and rebooking headaches for exporters (especially time‑sensitive electronics). 2) Commodity-driven volume shocks (palm oil surges, pre‑levy export rushes, nickel/coal flows) create urgent demand for expedited space, documentation and buyer matching; exporters need rapid market access and alternative buyers when traditional buyers slow or rules change. 3) Compliance and traceability requests (EU/UK deforestation rules, domestic biofuel mandates and e‑documentation modernization) increase documentation complexity and risk of shipment rejection or delay — forwarders must coordinate buyers, mills, and customs paperwork faster than legacy processes allow. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] – INDONESIA FREIGHT & CONTAINER TRADE FLOWS 2026 === **Port congestion & operational performance (Jakarta / Tanjung Priok)**n- Tanjung Priok remains Indonesia’s main container gateway, historically handling >50% of national container traffic; New Priok expansion has lifted nominal capacity to roughly 8+ million TEU, leaving some structural headroom but with periodic congestion around peak seasons and holidays.([en.wikipedia.org](https://en.wikipedia.org/wiki/Port_of_Tanjung_Priok?utm_source=openai)) - PT Pelabuhan Tanjung Priok (non‑container/bulk arm of Pelindo) reported Q1 2026 throughput of 12.04 million tons, characterized as “stable” performance, suggesting no severe physical disruption at the port in early 2026, though this refers to bulk rather than boxes.([islnewstv.com](https://www.islnewstv.com/2026/04/ptp-nonpetikemas-records-throughput-of.html?utm_source=openai)) - Land‑side access in North Jakarta remains a constraint during holiday periods; mudik (home‑coming) around Eid sees altered public‑transport and road patterns, which can indirectly slow trucking to/from the port. A dedicated TransJakarta bus route (10C) to Tanjung Priok only operates during Eid/Christmas home‑coming periods, showing authorities treat these windows as congestion‑sensitive.([en.wikipedia.org](https://en.wikipedia.org/wiki/List_of_Transjakarta_corridors?utm_source=openai)) **Batam’s transshipment role & feeder services** - Batam sits in the Malacca/Singapore Straits corridor; Batu Ampar port is under a long‑term expansion program (2021–2035) targeting capacity up to 5 million TEU, with the Tanjung Sauh deep‑sea port under development to handle mainline ships without Singapore transshipment.([en.wikipedia.org](https://en.wikipedia.org/wiki/Tanjung_Sauh?utm_source=openai)) - Current 2026 narrative: Batam continues to function mainly as a feeder and industrial‑zone port, not yet a full replacement for Singapore. Most mainline east–west services still hub via Singapore or Port Klang; Indonesian containers (Batam, Belawan, Panjang, etc.) often relay via these hubs. (This is inferred from network maps in carrier schedules and the still‑under‑construction status of Tanjung Sauh.)([en.wikipedia.org](https://en.wikipedia.org/wiki/Tanjung_Sauh?utm_source=openai)) **New / adjusted shipping routes & capacity in 2026 (macro view for Indonesia‑linked trades)** - Asia–Europe: - Red Sea/Hormuz disruptions have kept part of Asia–Europe traffic re‑routed around the Cape, stretching ton‑days and soaking up capacity. S&P Global notes Asia–Europe entered 2026 with “seasonal firmness” in spot rates due to pre‑Lunar‑New‑Year cargo plus routing uncertainty, with Platts Long‑Term Container Rate ~US$1,700/FEU, suggesting contract levels remain moderate even as spot is volatile.([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/010926-containers-quarterly-asia-europe-enters-2026-with-seasonal-firmness-structural-uncertainty?utm_source=openai)) - For Indonesian shippers to Europe, this translates into longer transit times on services that actually transit Suez/Red Sea and higher spot volatility, but not necessarily structural under‑capacity because of high global newbuilding deliveries in 2025–26.([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai)) - Trans‑Pacific (Asia–US) including Indonesia exports (furniture, electronics, commodities): - Asia–US West Coast spot rates have fallen ~21% since the start of 2026 to about US$2,810/FEU (Drewry WCI, mid‑April 2026). Carriers have responded with blank sailings to stem further erosion.([valuechainasia.com](https://valuechainasia.com/articles/logistics/trans-pacific-container-rates-2026-asia-exporters?utm_source=openai)) - For Indonesian exporters, this means: more schedule variability (blank sailings, rolled bookings) but generally looser capacity and lower all‑in rates versus 2025, especially on Asia–USWC and Asia–USEC corridors.([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) - Global container‑shipping outlook 2026: - Multiple outlooks highlight a net capacity overhang in 2026 (large new ship deliveries vs. moderating demand), pointing to structurally softer average rates but recurring spikes around geopolitical disruptions and seasonal peaks.([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai)) **Implications / signals for Indonesia moves in 2026** - Tanjung Priok is not currently capacity‑maxed in TEU terms but remains sensitive to: - Holiday‑related trucking and yard congestion (Ramadan/Eid), - Bunching of mainline calls due to re‑routings or bunching of feeders. - Batam’s transshipment ambitions (Tanjung Sauh/Batu Ampar expansion) are strategic for the 2025‑2030 period but, as of early‑mid 2026, major global carriers still largely hub via Singapore. Any shift of 2026‑era Indonesian export flows through Batam will be gradual, starting with selected regional and feeder services.([en.wikipedia.org](https://en.wikipedia.org/wiki/Tanjung_Sauh?utm_source=openai)) **Key watchpoints H2 2026** - Whether New Priok operational improvements (gate automation, yard systems) translate into measurable turn‑time reductions during the 2026 peak (pre‑Golden‑Week + pre‑Christmas). (No hard 2026 metrics yet published; you should monitor Pelindo and port‑authority releases.) - Carrier network re‑designs post‑Red‑Sea disruption: any decision to permanently re‑route Asia–Europe loops, or to add direct Indonesian calls on services currently serving mainly Singapore/Malaysia, will materially alter Indonesia’s connectivity profile in late 2026–2027.([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai)) === 2. [COMMODITY TRENDS] – INDONESIA PALM OIL, ELECTRONICS/COMPONENTS, RUBBER & COCOA (2025–EARLY 2026) === #### 2.1 Palm oil export volumes & price trends (2025–Q1 2026) **Volumes & values** - BPS reported Indonesia’s 2025 exports of crude and refined palm oil at 23.61 million metric tons, up 9.1% y/y from 2024.([brecorder.com](https://www.brecorder.com/news/40405252?utm_source=openai)) - From January–November 2025, palm‑oil export value reached US$21.63 billion, +19.2% y/y; export volumes in that 11‑month window were 20.85 million tons, up 4.3% vs 19.99 million tons in Jan–Nov 2024.([ice.it](https://www.ice.it/it/news/notizie-dal-mondo/297785?utm_source=openai)) - December 2025 alone saw a sharp export surge: CPO export volume reached 2.75 million tons worth US$2.79 billion, up 102% m/m, as exporters rushed shipments before tax/levy adjustments and on strong demand.([bloombergtechnoz.com](https://www.bloombergtechnoz.com/detail-news/98395/volume-ekspor-cpo-capai-2-75-juta-ton-desember-2025-melesat-102?utm_source=openai)) **Price levels** - Indonesian palm‑oil export revenue Jan–Aug 2025 was US$24.79 billion, +43% y/y, with average CPO price ~US$1,204/ton vs US$1,009/ton a year earlier (+19%).([indonesiabusinesspost.com](https://indonesiabusinesspost.com/5557/markets-and-finance/indonesia-s-palm-oil-export-revenue-jumps-43-to-us-24-8-b-in-january-august-2025?utm_source=openai)) - RBD palm‑oil ex‑Indonesia prices in Q1 2026 reached about US$1,088/ton in March 2026, down from the 2025 average but still historically elevated. The report attributes Q1 2026 support to weather‑related supply disruptions (heavy rains/flooding delaying harvest) and strong regional demand.([imarcgroup.com](https://www.imarcgroup.com/rbd-palm-oil-pricing-report?utm_source=openai)) - A March 2026 plantation sector note references the domestic KPB Nusantara CPO auction price at around IDR 14,225–15,825/kg over recent months, indicating firm local pricing with some correlation to crude oil trends.([fpafinancial.com](https://fpafinancial.com/wp-content/uploads/indofood-agri-resources-ltd-company-update-march-2026.pdf?utm_source=openai)) **Trend interpretation, 2026** - 2025 combined volume +9% and value +19–43% (depending on period) reflect both higher output and a price up‑cycle.([indonesiabusinesspost.com](https://indonesiabusinesspost.com/5557/markets-and-finance/indonesia-s-palm-oil-export-revenue-jumps-43-to-us-24-8-b-in-january-august-2025?utm_source=openai)) - Early‑2026 commodity outlooks expect palm‑oil demand to remain broadly supportive, led by India, China and other Asian buyers; Indonesia’s domestic biofuel mandate (B35) continues to underpin internal absorption and price floors.([ocbc.com](https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai)) - Near‑term 2026 risks: - Weather: flooding or El Niño/La Niña swings impacting yields and FFB collection.([imarcgroup.com](https://www.imarcgroup.com/rbd-palm-oil-pricing-report?utm_source=openai)) - Geopolitical demand shocks (Middle East conflicts, EU deforestation rules affecting sentiment), which could briefly slow new export orders – GAPKI has already flagged some moderation in early‑2026 orders.([fpafinancial.com](https://fpafinancial.com/wp-content/uploads/indofood-agri-resources-ltd-company-update-march-2026.pdf?utm_source=openai)) #### 2.2 Electronics / components exports (Indonesia, 2025–2026 signal) **Aggregate trend** - UN Comtrade / Trading Economics data show Indonesia’s exports of electrical & electronic equipment to the United States at about US$6.03 billion in 2025.([tradingeconomics.com](https://tradingeconomics.com/indonesia/exports/united-states/electrical-electronic-equipment?utm_source=openai)) - A 2026 trade‑cycle working paper using 2021–2025 HS‑2 data highlights that electronics‑related HS chapters (HS85) have been among Indonesia’s relatively dynamic non‑commodity export categories, though still smaller than resource‑based exports; electronics are “more time‑sensitive” than bulk commodities and thus more exposed to shipping disruptions and rate swings.([iifa.uiii.ac.id](https://iifa.uiii.ac.id/storage/upload/publication/198643_publication.pdf?utm_source=openai)) **2026 positioning**n- While hard 2026 monthly numbers are not yet widely published, industry and investment promotion agencies continue to position Indonesia as an alternative electronics and component manufacturing base (e.g., EMS, consumer electronics, automotive electronics), with trade data through 2025 reflecting a steady upward trajectory into the US and Asian markets.([tradingeconomics.com](https://tradingeconomics.com/indonesia/exports/united-states/electrical-electronic-equipment?utm_source=openai)) - For freight: these flows typically move in high‑frequency, smaller‑lot shipments (LCL/FCL) with tight delivery windows; they will be more sensitive to any Q3–Q4 2026 capacity squeeze and rate spikes than palm oil or coal.([iifa.uiii.ac.id](https://iifa.uiii.ac.id/storage/upload/publication/198643_publication.pdf?utm_source=openai)) #### 2.3 Rubber & cocoa export trends (Recent data for rubber and cocoa are thinner in the last 90 days; below combines latest outlooks with 2025 stats where available.) **Rubber** - Indonesia is one of the top three global natural‑rubber exporters (HS 4001/4002), with exports heavily oriented to China, the US, and other Asian buyers. UN‑Comtrade‑based analyses for 2021–2025 show rubber as a key, but gradually stagnating, share in Indonesia’s export mix compared with palm oil and mineral fuels; volume growth is modest and susceptible to global tire demand cycles and synthetic‑rubber substitution.([iifa.uiii.ac.id](https://iifa.uiii.ac.id/storage/upload/publication/198643_publication.pdf?utm_source=openai)) - Early‑2026 commodity outlooks expect rubber demand to track global auto and tire production; price support is moderate, with no expectation (as of H1 2026) of a surge comparable to palm oil. (Most houses project flat‑to‑slightly‑firmer NR prices on the back of Chinese auto demand recovery.)([ocbc.com](https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai)) **Cocoa** - Indonesia is a mid‑tier cocoa exporter; recent global cocoa price spikes (driven by West African supply problems) have lifted world prices sharply into late‑2025 and early‑2026. - For Indonesia, higher prices compensate for relatively flat or modest volumes; the net effect in 2026 is improved export value but potential domestic squeeze on cocoa‑using industries (confectionery). Major banks’ 1H 2026 commodities outlooks highlight cocoa as one of the most bullish softs, which raises value realisation but also hedging requirements for exporters.([ocbc.com](https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai)) **Cross‑commodity takeaways (for logistics)**n- Palm oil: large‑volume, relatively flexible scheduling, but facing stricter traceability/deforestation compliance for certain markets (EU, UK), which can affect port choices and documentation flows in 2026–27.([ocbc.com](https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai)) - Electronics/components: smaller volume but higher value density and time‑sensitivity; more exposed to schedule reliability and rate volatility.([iifa.uiii.ac.id](https://iifa.uiii.ac.id/storage/upload/publication/198643_publication.pdf?utm_source=openai)) - Rubber & cocoa: moderate‑volume bulk/neo‑bulk flows; freight cost share in final value is lower than electronics but higher than palm oil on a percentage basis, so rate swings still matter for margins.([ocbc.com](https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai)) === 3. [TIMING SIGNALS] – 2026 EXPORT SEASONALITY, RELIGIOUS HOLIDAYS, CHINESE DEMAND & H2 2026 FREIGHT OUTLOOK === #### 3.1 Export seasonality & harvest peaks – Indonesia (High‑level, but relevant to 2026 scheduling.) - **Palm oil:** Production has intra‑year variation but tends to have stronger output in the second half of the year (weather and tree physiology); several 2025/2026 plantation outlooks describe year‑to‑year volatility but generally higher output in H2 vs H1.([binaartha.com](https://www.binaartha.com/uploads/9/7/6/8/97682954/binaartha_sekuritas_market_outlook_2026_edited.pdf?utm_source=openai)) - **Rubber:** Tapping is often reduced during the rainy season and during “wintering” (leaf‑fall), creating seasonal dips. For Indonesia, this often results in somewhat lower Q1–Q2 exports and more stable Q3–Q4 flows (subject to regional climate patterns).([ocbc.com](https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai)) - **Cocoa:** Harvests are region‑specific; Indonesia typically sees a main mid‑year crop in key producing islands. Exportable surpluses and port throughput for cocoa‑related shipments tend to be higher mid‑year into Q3.([ocbc.com](https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai)) #### 3.2 Ramadan/Eid 2026 impact on shipping - In 2026, Ramadan is expected to run roughly from late‑February to late‑March, with Eid al‑Fitr in late‑March/early‑April (Islamic lunar calendar vs Gregorian). (Exact dates depend on moon‑sighting; operators use the official Indonesian calendar for precise planning.) - Impacts typically observed: - **Domestic logistics slowdown:** Trucking, warehousing and some port labour operate on reduced hours; road congestion around urban centres increases as people travel for mudik. Jakarta transport data and TransJakarta’s special Eid‑only Tanjung Priok bus service underscore the expected spike in holiday movements around the port.([en.wikipedia.org](https://en.wikipedia.org/wiki/List_of_Transjakarta_corridors?utm_source=openai)) - **Booking patterns:** Exporters front‑load shipments 1–3 weeks before Eid and then again in the 1–2 weeks after, creating mini‑peaks and vessel‑space tightness even in an otherwise soft rate environment. Forwarders commonly advise longer lead times for Indonesian exports during this window. (This is consistent with generic Ramadan/Eid shipping guidance by global forwarders.)([dhl.com](https://www.dhl.com/discover/en-id/logistics-advice/logistics-insights/how-chinese-new-year-affects-indonesia-shipping?utm_source=openai)) #### 3.3 Chinese demand cycles & Indonesian exports (2026) - **Chinese New Year (CNY) 2026:** falls in mid‑February 2026; DHL Indonesia notes that CNY creates an “export squeeze” as factories in China shut down, disrupting supply chains that Indonesia relies on for inputs and also affecting outbound shipping capacity/prioritisation in the broader Asia network.([dhl.com](https://www.dhl.com/discover/en-id/logistics-advice/logistics-insights/how-chinese-new-year-affects-indonesia-shipping?utm_source=openai)) - Impact for Indonesia: - Pre‑CNY: regional carriers up‑gauge capacity and see rate firmness as shippers rush to move cargo. - During CNY: Chinese production slowdown reduces intra‑Asia flows; some capacity is redeployed, but Indonesian exporters relying on Chinese buyers may see weaker order intake for several weeks.([dhl.com](https://www.dhl.com/discover/en-id/logistics-advice/logistics-insights/how-chinese-new-year-affects-indonesia-shipping?utm_source=openai)) - **Chinese demand for specific Indonesian commodities in 2026:** - Palm oil: Commodity outlooks expect China’s palm‑oil imports to grow ~5% y/y in 2026, supporting Indonesian exports, with buying typically stronger ahead of major Chinese holidays and in response to competitive spreads vs soybean oil.([img.pickastock.info](https://img.pickastock.info/images/data/pdf/2026/02/5285/5285_SDG_RHB-OSK_2026-02-12_BUY_6.95_PlantationMostInAgreementForRangeboundYearAtPOC2026_-712652807.pdf?utm_source=openai)) - Rubber: Chinese auto and tire demand recovery in 2026 is a key determinant of Indonesia’s rubber shipments; demand is expected to improve moderately, but with cyclicality around domestic stimulus and export‑order cycles.([img.pickastock.info](https://img.pickastock.info/images/data/pdf/2026/02/5285/5285_SDG_RHB-OSK_2026-02-12_BUY_6.95_PlantationMostInAgreementForRangeboundYearAtPOC2026_-712652807.pdf?utm_source=openai)) #### 3.4 H2 2026 capacity & rate outlook – Indonesia‑relevant trades **Macro freight outlook 2026** - S&P Global’s and other 2026 container‑shipping outlooks anticipate: - Global fleet growth outpacing demand growth (large orderbook deliveries), - Continued geopolitical disruptions (Red Sea, potential Hormuz or Taiwan‑Strait risks), - Result: structurally softer average annual rates vs 2021–23 peaks but persistent short‑term volatility.([spglobal.com](https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai)) **Key trade‑lane implications for H2 2026:** - **Asia–Europe (including Indonesian exports via hubs):** - If Red Sea disruptions persist, effective capacity is reduced by longer Cape routings, which can tighten space and keep spot rates elevated during Q3 peak season (pre‑Golden‑Week + Christmas stock builds) even with an overall “over‑capacity” fleet.([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/010926-containers-quarterly-asia-europe-enters-2026-with-seasonal-firmness-structural-uncertainty?utm_source=openai)) - **Trans‑Pacific (Asia–US):** - As of April 2026, Asia‑USWC spot rates are down 21% YTD; if demand remains tepid, H2 2026 could see continued carrier capacity‑discipline (blank sailings) rather than structural rate hikes. Indonesian shippers should plan for schedule unreliability rather than rate inflation on this lane.([valuechainasia.com](https://valuechainasia.com/articles/logistics/trans-pacific-container-rates-2026-asia-exporters?utm_source=openai)) - **Intra‑Asia & regional feeders (critical for Indonesia–Batam–Singapore flows):** - Intra‑Asia trades are generally the first to see blank sailings and service rationalisations when carriers manage tonnage. For Indonesian exporters using feeders to Singapore/Malaysia, H2 2026 risk is more about missed connections and longer total transit times than about sky‑high ocean rates.([gocubic.io](https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai)) **Operational recommendations / timing signals for 2026 planning** - Avoid scheduling critical high‑value or time‑sensitive exports (electronics, seasonal consumer goods) to depart Indonesia in the 7–10 days immediately before: - Chinese New Year (mid‑Feb 2026), and - Eid al‑Fitr (late‑March / early‑April 2026), when feeder slots and mainline connections are tightest.([dhl.com](https://www.dhl.com/discover/en-id/logistics-advice/logistics-insights/how-chinese-new-year-affects-indonesia-shipping?utm_source=openai)) - For bulk/agri exports (palm oil, rubber, cocoa), plan main export pushes: - In line with harvest peaks (H2 2026 for palm oil, post‑rainy season for rubber), and - Before the global Q3–Q4 peak when Asia–Europe and Trans‑Pacific rates could spike from otherwise soft baselines.([img.pickastock.info](https://img.pickastock.info/images/data/pdf/2026/02/5285/5285_SDG_RHB-OSK_2026-02-12_BUY_6.95_PlantationMostInAgreementForRangeboundYearAtPOC2026_-712652807.pdf?utm_source=openai)) These points should give you a current (as of May 2026) directional basis for scenario‑building around Indonesian export flows, commodity prioritisation, and freight‑contracting strategy into H2 2026. Sources: • Port of Tanjung Priok https://en.wikipedia.org/wiki/Port_of_Tanjung_Priok?utm_source=openai • PTP Nonpetikemas Records Throughput of 12.04 Million Tons in the First Quarter of 2026 https://www.islnewstv.com/2026/04/ptp-nonpetikemas-records-throughput-of.html?utm_source=openai • List of Transjakarta corridors https://en.wikipedia.org/wiki/List_of_Transjakarta_corridors?utm_source=openai • Tanjung Sauh https://en.wikipedia.org/wiki/Tanjung_Sauh?utm_source=openai • Tanjung Sauh https://en.wikipedia.org/wiki/Tanjung_Sauh?utm_source=openai • CONTAINERS QUARTERLY: Asia-Europe enters 2026 with seasonal firmness, structural uncertainty | S&P Global https://www.spglobal.com/energy/en/news-research/latest-news/shipping/010926-containers-quarterly-asia-europe-enters-2026-with-seasonal-firmness-structural-uncertainty?utm_source=openai • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai • Trans-Pacific rates 2026: Asian exporters face reversal https://valuechainasia.com/articles/logistics/trans-pacific-container-rates-2026-asia-exporters?utm_source=openai • 2026 Freight Market Outlook: Container Rates, Capacity, and Strategy - Import Intelligence | Cubic https://www.gocubic.io/guides/market-intelligence/2026-freight-market-outlook?utm_source=openai • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai • Tanjung Sauh https://en.wikipedia.org/wiki/Tanjung_Sauh?utm_source=openai • 2026 Ocean Freight Outlook: Softer Rates Ahead, but Volatility Isn’t Going Anywhere | S&P Global https://www.spglobal.com/market-intelligence/en/news-insights/research/2026/02/2026-ocean-freight-outlook-softer-rates-ahead-but-volatility-is-not-going-anywhere?utm_source=openai • Indonesia’s 2025 palm oil exports volume at 23.61 million metric tons - Markets - Business Recorder https://www.brecorder.com/news/40405252?utm_source=openai • INDONESIAN PALM OIL EXPORTS UP 19% TO USD21.63 BILLION https://www.ice.it/it/news/notizie-dal-mondo/297785?utm_source=openai • Volume Ekspor CPO Capai 2,75 Juta Ton Desember 2025, Melesat 102% - Market https://www.bloombergtechnoz.com/detail-news/98395/volume-ekspor-cpo-capai-2-75-juta-ton-desember-2025-melesat-102?utm_source=openai • Indonesia’s palm oil export revenue jumps 43% to US$24.8 B in January–August 2025 | Indonesia Business Post https://indonesiabusinesspost.com/5557/markets-and-finance/indonesia-s-palm-oil-export-revenue-jumps-43-to-us-24-8-b-in-january-august-2025?utm_source=openai • RBD Palm Oil Prices: Trends, Chart & Forecast 2026 https://www.imarcgroup.com/rbd-palm-oil-pricing-report?utm_source=openai • Company Update https://fpafinancial.com/wp-content/uploads/indofood-agri-resources-ltd-company-update-march-2026.pdf?utm_source=openai • Indonesia’s palm oil export revenue jumps 43% to US$24.8 B in January–August 2025 | Indonesia Business Post https://indonesiabusinesspost.com/5557/markets-and-finance/indonesia-s-palm-oil-export-revenue-jumps-43-to-us-24-8-b-in-january-august-2025?utm_source=openai • RBD Palm Oil Prices: Trends, Chart & Forecast 2026 https://www.imarcgroup.com/rbd-palm-oil-pricing-report?utm_source=openai • Company Update https://fpafinancial.com/wp-content/uploads/indofood-agri-resources-ltd-company-update-march-2026.pdf?utm_source=openai • Indonesia Exports of electrical, electronic equipment to United States - 2026 Data 2027 Forecast 1989-2025 Historical https://tradingeconomics.com/indonesia/exports/united-states/electrical-electronic-equipment?utm_source=openai • April 2026 IIFA Working Paper No 001 April 2026 II https://iifa.uiii.ac.id/storage/upload/publication/198643_publication.pdf?utm_source=openai • Indonesia Exports of electrical, electronic equipment to United States - 2026 Data 2027 Forecast 1989-2025 Historical https://tradingeconomics.com/indonesia/exports/united-states/electrical-electronic-equipment?utm_source=openai • April 2026 IIFA Working Paper No 001 April 2026 II https://iifa.uiii.ac.id/storage/upload/publication/198643_publication.pdf?utm_source=openai • April 2026 IIFA Working Paper No 001 April 2026 II https://iifa.uiii.ac.id/storage/upload/publication/198643_publication.pdf?utm_source=openai • 1H2026 Commodities Outlook https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai • RBD Palm Oil Prices: Trends, Chart & Forecast 2026 https://www.imarcgroup.com/rbd-palm-oil-pricing-report?utm_source=openai • 1H2026 Commodities Outlook https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai • 1H2026 Commodities Outlook https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai • April 2026 IIFA Working Paper No 001 April 2026 II https://iifa.uiii.ac.id/storage/upload/publication/198643_publication.pdf?utm_source=openai • 1H2026 Commodities Outlook https://www.ocbc.com/iwov-resources/sg/ocbc/gbc/pdf/commodities%20research/outlook/2026/1h26%20commodities%20outlook.pdf?utm_source=openai • List of Transjakarta corridors https://en.wikipedia.org/wiki/List_of_Transjakarta_corridors?utm_source=openai • How Chinese New Year Affects Shipping | DHL ID https://www.dhl.com/discover/en-id/logistics-advice/logistics-insights/how-chinese-new-year-affects-indonesia-shipping?utm_source=openai • How Chinese New Year Affects Shipping | DHL ID https://www.dhl.com/discover/en-id/logistics-advice/logistics-insights/how-chinese-new-year-affects-indonesia-shipping?utm_source=openai • How Chinese New Year Affects Shipping | DHL ID https://www.dhl.com/discover/en-id/logistics-advice/logistics-insights/how-chinese-new-year-affects-indonesia-shipping?utm_source=openai • Regional Sector Update https://img.pickastock.info/images/data/pdf/2026/02/5285/5285_SDG_RHB-OSK_2026-02-12_BUY_6.95_PlantationMostInAgreementForRangeboundYearAtPOC2026_-712652807.pdf?utm_source=openai • Regional Sector Update https://img.pickastock.info/images/data/pdf/2026/02/5285/5285_SDG_RHB-OSK_2026-02-12_BUY_6.95_PlantationMostInAgreementForRangeboundYearAtPOC2026_-712652807.pdf?utm_source=openai