Segmentation across 24 mills shows 9 suppliers in the Phase-out quadrant — low sustainability performance and low strategic volume. Consolidating spend toward Preferred and Develop suppliers reduces both compliance and reputational risk.
Open capability-building engagement with Develop-quadrant suppliers before renewing FY27 contracts.
Ageing stands above 25 years depress yield and push smallholders toward encroachment for replanting income. Replanting outlook shows rising hectares due through 2030, which should be pre-financed to avoid yield collapse.
Prioritise replanting finance and smallholder legalization support in the top two ageing sheds.
Drought, flood, heat-stress and fire risk are compounding in the districts supplying the largest share of Preferred-quadrant volume — climate shocks there translate directly into supply continuity risk.
Commission a climate-resilience assessment for the top 3 exposed districts this quarter.
| Quadrant | Count | Vol kt | Spend % |
|---|---|---|---|
| Preferred | 5 | 491 | 26.4% |
| Develop | 7 | 714.9 | 38.6% |
| Monitor | 3 | 141.3 | 7.7% |
| Phase-out | 9 | 506 | 27.3% |
Age class (years) · hectares
Replanting outlook · ha due by year
Yield trend · t FFB / ha
Age classes: 0-3, 4-8, 9-15, 16-20, 21-25, 25+ years.
| District | Country | Drought | Flood | Heat | Fire | Composite | Band |
|---|---|---|---|---|---|---|---|
| Tawau, Sabah | Malaysia | 86 | 59 | 71 | 87 | 77 | Critical |
| Berau, East Kalimantan | Indonesia | 63 | 84 | 61 | 94 | 75 | Critical |
| Rompin, Pahang | Malaysia | 80 | 86 | 78 | 15 | 64 | High |
| Aceh Singkil, Aceh | Indonesia | 70 | 51 | 45 | 80 | 62 | High |
| Boven Digoel, Papua | Indonesia | 85 | 16 | 59 | 79 | 62 | High |
| Rokan Hilir, Riau | Indonesia | 26 | 55 | 88 | 78 | 61 | High |
| Ogan Komering Ilir, South Sumatra | Indonesia | 86 | 31 | 53 | 67 | 61 | High |
| Batanghari, Jambi | Indonesia | 57 | 40 | 88 | 44 | 57 | Moderate |
| Bintulu, Sarawak | Malaysia | 80 | 83 | 28 | 36 | 57 | Moderate |
| Kota Tinggi, Johor | Malaysia | 42 | 84 | 20 | 72 | 54 | Moderate |
| Sanggau, West Kalimantan | Indonesia | 53 | 71 | 25 | 64 | 53 | Moderate |
| Bungo, Jambi | Indonesia | 80 | 42 | 39 | 43 | 52 | Moderate |
| Ketapang, West Kalimantan | Indonesia | 45 | 48 | 63 | 54 | 52 | Moderate |
| Miri, Sarawak | Malaysia | 63 | 89 | 28 | 26 | 51 | Moderate |
| Mamuju, West Sulawesi | Indonesia | 85 | 16 | 35 | 54 | 50 | Moderate |
| Labuhanbatu Utara, North Sumatra | Indonesia | 44 | 49 | 85 | 23 | 49 | Moderate |
| Lahad Datu, Sabah | Malaysia | 30 | 73 | 45 | 43 | 46 | Moderate |
| Kinabatangan, Sabah | Malaysia | 15 | 63 | 41 | 70 | 46 | Moderate |
| Kotawaringin Barat, Central Kalimantan | Indonesia | 37 | 43 | 50 | 49 | 45 | Moderate |
| Sibu, Sarawak | Malaysia | 75 | 23 | 41 | 28 | 43 | Low |
| Nagan Raya, Aceh | Indonesia | 28 | 81 | 29 | 35 | 42 | Low |
| Seruyan, Central Kalimantan | Indonesia | 40 | 18 | 63 | 12 | 33 | Low |
| Musi Banyuasin, South Sumatra | Indonesia | 21 | 39 | 43 | 21 | 30 | Low |
| Pelalawan, Riau | Indonesia | 17 | 18 | 51 | 14 | 25 | Low |