ๆฟๅบไธไธชๆ็งๆ RM22ไบฟ ่กฅ่ดดๆดๆฒน๏ผ
Trump ๅๆฅๆ่ดธๆๆโโ
ๅคนๅจไธญ้ด็ๆไปฌ๏ผ่ฟ่ฝๆๅคไน
๏ผ
ๅฝๅ ่ดธๆๅ็ๆดป่ดน้จ้ฟ Datuk Armizan Mohd Ali ไปๆฉๅฎฃๅธ๏ผ3ๆไปฝๆดๆฒน่กฅ่ดด่ฎกๅ๏ผSKDS๏ผๅๆๅผ้ไผฐ่ฎก้ซ่พพ RM22ไบฟ๏ผๆฏๆๅ็บฆ RM7ไบฟ็ไธๅใไธๆญคๅๆถ๏ผ็พๅฝ่ดธๆไปฃ่กจ็ฝฒ๏ผUSTR๏ผ3ๆ11ๆฅๆญฃๅผๅฏๅจ Section 301 ่ฐๆฅ๏ผ้ฉฌๆฅ่ฅฟไบๅๅๅ ถไธญโโ้ๅฏน้ข้ใ้ใ้้้ๅฑใ็ตๅญไบงๅ็ญ่กไธ็ๆฐไธ่ฝฎๅ ณ็จๅจ่ๆญฃๅจ้ผ่ฟใไธ่พนๆฏๆฟๅบ่ดขๆฟๆไธไฝ๏ผๅฆไธ่พนๆฏ่ดธๆๆๅฑฑ้จๆฌฒๆฅโโๆไปฌ่ฟไบๅจๆฐๅฑฑๅผๅฐ็ๆใๅๅๆถ็ไบบ๏ผๅคนๅจๆญฃไธญ้ดใ
RM22ไบฟ่กฅ่ดดๆๅณ็ไปไนใๆฟๅบ้ฑ็งๅฎไบไนๅๆไปฌ่ฆไปๅคๅฐใTrump็ Section 301 ๆ็ๆฏไปไน็ฎ็ใไธคไปถไบๅ ๅจไธ่ตทๅฏนๅๆถไธๆไปไนๅฒๅปโโ่ฟๆ๏ผไธบไปไนๆ่ฎคไธบๆไปฌๅฐ่ๆฟๆๆฏๆๆ ่พ็้ฃไธ็พคใ
- SKDS ๆฏไปไน๏ผไธบไปไนไธไธชๆ็งๆRM22ไบฟ๏ผ
- ็ฎๆฐไธไผ้ชไบบ๏ผ่ฟ็ฌ้ฑๆไธไบๅคไน
- ็ๅฎ็ๅๅฎณ่ ๏ผๆไปฌ่ฟไบๅฐ่ๆฟ
- Trump็Section 301๏ผ่ดธๆๆ็ฌฌไบๆณขๆฅไบ
- Section 301 ๆ็ๅฐฑๆฏๆไปฌ็ๅบ้ๅฑ๏ผ
- ้ชไธ้ช่ฟไบๅช้กพ่ชๅทฑ็ๆฟๅฎข
- ๅคน็ผไธญๆฑๅญ๏ผๅๆถไธ็ๅบๅฏนไน้
- ๅ ณไบ่พพ่็ฏไฟๅๆถไผไธ
1SKDS ๆฏไปไน๏ผไธบไปไนไธไธชๆ็งๆ RM22ไบฟ๏ผ
Sistem Kawalan Diesel Subsidi๏ผSKDS๏ผ๏ผ็ฎๅๆฅ่ฎฒๅฐฑๆฏๆฟๅบ็ปๅไธ่ฝฆ่พ็ๆดๆฒน่กฅ่ดด่ฎกๅใๆ็ป่ฎฐ็็ฝ้ใ่ดง่ฝฆใๅทดๅฃซใๅพทๅฃซ็ญ็ญ๏ผๅฏไปฅ็จ่กฅ่ดดไปทๆ ผๅ ๆฒน๏ผ
| ่ฝฆ่พ็ฑปๅซ | ่กฅ่ดดๆดๆฒนไปทๆ ผ | ๅธไปท๏ผๆฌๅจ๏ผ | ๆฟๅบ่กฅ่ดดๅทฎ่ท |
|---|---|---|---|
| ๅ ฌๅ ฑ้่ทฏ่ฟ่พ๏ผๅทดๅฃซใๅพทๅฃซ็ญ๏ผ | RM1.88/ๅ | RM5.52/ๅ | RM3.64/ๅ |
| ่ดง็ฉ่ฟ่พ่ฝฆ่พ๏ผ็ฝ้ใ่ดง่ฝฆ็ญ๏ผ | RM2.15/ๅ | RM5.52/ๅ | RM3.37/ๅ |
ๆๅ๏ผ2026ๅนด2ๆ๏ผ๏ผๅ จ็ๆดๆฒนไปทๆ ผ็บฆ US$93/ๆกถ๏ผ้ฃๆถๅ SKDS ๆฏๆ่ฑๆฟๅบๅคง็บฆ RM7ไบฟ๏ผ่ฟ็ฎๅฏไปฅๆฟๅใ
็ถๅไธญไธๆไบ็ๅไบใ
้จ้ฟ Armizan ไปๆฉ็ปๅบ็ๆฐๅญๆฏ๏ผ3ๆ31ๆฅ๏ผๅ จ็ๆดๆฒนไปทๆ ผๅทฒๆถจ่ณ US$239/ๆกถโโ็ญ็ญไธไธชๆๅ ๆถจไบ 158%ใ ็ปๆๅฐฑๆฏ SKDS ๅๆๅผ้ไป RM7ไบฟๆดๅข่ณ RM22ไบฟ๏ผไธๅใ
๏ผ2025ๅนดๅ จๅนด RM34.5ไบฟ๏ผ
ๆดๅข3ๅ
ๆฟๅบๆฏๆ็ๆฒน่กฅ่ดดๆปๆฏๅบ
RM22ไบฟ รท 30ๅคฉ = ๆฏๅคฉ RM7,333ไธ ๅจ็ง
RM22ไบฟ รท 24ๅฐๆถ ร 1ๅคฉ = ๆฏๅฐๆถๆฟๅบ่ฑ RM305ไธ ่กฅ่ดดๆดๆฒน
ไฝ ่ฏป่ฟ็ฏๆ็ซ ๅคงๆฆ10ๅ้โโ่ฟๆฎตๆถ้ดๆฟๅบ่ฑๆไบ RM5,083ไธ ๅจ่กฅ่ดดๆดๆฒนไธใ
่ฟ่ฟๆฒก็ฎ BUDI95 RON95 ็ RM30ไบฟ+ใๆฟๅบๅ ่ตทๆฅๆฏไธชๆๅจ็ๆฒน่กฅ่ดดไธ็ ธ่ถ ่ฟ RM50ไบฟใ
2็ฎๆฐไธไผ้ชไบบ๏ผ่ฟ็ฌ้ฑๆไธไบๅคไน
้ฉฌๆฅ่ฅฟไบๆฟๅบ2026ๅนด้ข็ฎๆกๆฏไปฅ Brent ๅๆฒน US$60โ65/ๆกถ ไธบๅบ็กๆฅ่ฎก็ฎ็ใ็ฐๅจๅๆฒนๅจ US$90โ100๏ผๅ จๅนดๅคๅบๆฅ็่กฅ่ดดๅๅๆฏๅคฉๆๆฐๅญใ
ๅฆๆ SKDS ๆฏๆ RM22ไบฟ็ปดๆๅ จๅนด = RM264ไบฟ
ๅๆฌ้ข็ฎ RM34.5ไบฟ/ๅนด๏ผ2025ๅนดๆฐดๅนณ๏ผ
่ถ ๆฏไผฐ่ฎก๏ผ็บฆ RM230ไบฟโโ่ฟ่ฟๅชๆฏ SKDS๏ผไธๅ ๆฌ BUDI95ใ
ๅ ไธ RON95 ๆฏๆ RM30ไบฟ+๏ผๅ จๅนด็ๆฒน่กฅ่ดด่ถ ๆฏๅฏ่ฝ้ซ่พพ RM5,000ไบฟไปฅไธใ
่ฟไธชๆด๏ผ่ฆไปๅช้่กฅ๏ผ็ญๆกไฝ ๅทฒ็ป็ฅ้ไบโโ่ฆไนๅๅ่กฅ่ดด๏ผ่ฆไนๅ ็จ๏ผ่ฆไนไธคไธชไธ่ตทๆฅใ
่ดขๆฟ้จ้ฟๅ ผ้ฆ็ธๅฎๅไธๅจๅฎฃๅธๆ BUDI95 ้ ้ขไป300ๅ็ ๅฐ200ๅ๏ผๅฐฑๆฏๅจ็ปๅคงๅฎถๆ้ข้ฒ้ไบ lahใไธไธๆญฅๆฏไปไน๏ผๅคงๅฎถๅฟ้้ฝๆๆฐใ
1. BUDI95 ้ ้ขๅ็ ๏ผๆ่กฅ่ดดไปทๆ ผไป RM1.99 ไธ่ฐ
2. SKDS ่ดง่ฝฆ่กฅ่ดด้ ้ขๆถ็ดงๆ่กไธ่ๅด็ผฉๅฐ
3. ็ต่ดนใๆฐด่ดน็ธๅ ณ่ฝๆบ่กฅ่ดด้ๆฐ่ฏไผฐ
4. ๆถ่ดน็จ๏ผGST๏ผ้ๆฐ่ฎจ่ฎบ็ๅฃฐ้ณ่ถๆฅ่ถๅคง
5. ๆดๅค”็ฒพๅ่กฅ่ดด”โโๅฌ่ตทๆฅๅฅฝๅฌ๏ผไฝๅฎ้ ไธๅฐฑๆฏ่ถๆฅ่ถๅคไบบๆฟไธๅฐ
3็ๅฎ็ๅๅฎณ่ ๏ผๆไปฌ่ฟไบๅฐ่ๆฟ
ๆ่ฆ่ฏดไธไปถๆฟๅฎขไปฌไธไผ่ฏด็ไบใ
ๆฟๅบ่ฎฒ”่กฅ่ดดๅ็ๅ”๏ผๅฌ่ตทๆฅๅพๆ้็ใๅญฆ่ ่ฎฒ”่ดขๆฟๅฏๆ็ปญๆง”๏ผๅฌ่ตทๆฅๅพไธไธใ้จ้ฟ่ฎฒ”ไฟๆคๅผฑๅฟ็พคไฝ”๏ผๅฌ่ตทๆฅๅพๅ ณๅฟไบบใไฝๆฒกๆไบบ่ฎฒโโ
ๆๆไธค่พ็ฝ้๏ผๆฏ่พๆฏๅจๅ ๅคงๆฆ200ๅๆดๆฒนใๆๅไธไธชๆๆฒน่ดนๅคง็บฆ RM2,432ใ
็ฐๅจๆดๆฒน RM5.52๏ผๅๆ ท็้๏ผไธไธชๆ่ฆ RM4,416ใ
ๅคๅบๆฅ็ RM1,984โโ่ฟๆฏๆไธไธชๅๅทฅไธไธชๆ็ๅทฅ่ตใ
ๆๆฒกๆ Fleet Card๏ผๅ ไธบๆ็่ฝฆไธๅจ SKDS ๆถต็็็ฑปๅซ้ใๆๆฒกๆ่ตๆ ผ็ณ่ฏท่กฅ่ดดใๆๅช่ฝไปๅธไปทใ
ๅฎขๆทไธๆฅๅๆๆถจไปท๏ผ่ฏดๅซไบบๆฒกๆถจใ้ถ่กไธ็ปๆ่ดทๆฌพ๏ผ่ฏด้ฃ้ฉๅคช้ซใๆฟๅบไธๅธฎๆ๏ผ่ฏดๆไธ็ฌฆๅๆกไปถใ
ๆๅคนๅจๆญฃไธญ้ด๏ผไฝๆฒกๆไบบ็ฎกๆใ
่ฟไธๆฏไธไธชไบบ็ๆ ไบใ่ฟๆฏๆฐๅฑฑใๆไฝใๅ จ้ฉฌๅๅฐๆๅไธไธไธชๅๅฐ็ๆ็ไบบๆญฃๅจ็ปๅ็็ฐๅฎใ
่ไธ SKDS ๆไธฅๆ ผ็็ณ่ฏทๆกไปถโโๅ ฌๅธ่ฆๅๆณๆณจๅใ่ฝฆ่พ่ฆ็ป่ฎฐๅจๅ ฌๅธๅไธใ่ฟ่ฆ็ฌฆๅ็นๅฎ่ฝฆๅ็ฑปๅซใๅพๅคไธชไฝๆทใๅฐๅๅๆถๅใๅฐ่ฝฝ่ดง่ฝฆ๏ผๅ ถๅฎๆ นๆฌ don’t qualify lahใ็ณ่ฏทไบไน็ญไบๅ ไธชๆ่ฟๆฒกๆน็ๅคงๆไบบๅจใ
่ฝ็ณ่ฏท SKDS ็ๅคงๅ ฌๅธใๅคง่ฟ่พๅโโไปไปฌๆไบบใๆๅพๅธใๆๅ ณ็ณป๏ผๅฏไปฅๆๆใ
ๆๅไผค็ๅพๅพๆฏ้ฃไบ่งๆจกๅฐใๆฒก่ตๆ ผ็ณ่ฏทใๅๆฒกๆ่ฝๅ่ฝฌๅซๆๆฌ็ๅฐ่ๆฟใ
ๆดฅ่ดด่ถๆฅ่ถ”็ฒพๅ”๏ผๅ็็่ถๆฅ่ถๆฏ”ๆ่ตๆ ผ”็ไบบ๏ผ่ขซๆ้คๅจๅค็่ถๆฅ่ถๆฏ็ๆญฃ้่ฆๅธฎๅฉ็ๅฐๅธๆฐใ
4Trump็ Section 301๏ผ่ดธๆๆ็ฌฌไบๆณขๆฅไบ
ๅฅฝๅๆฒนไปทๅ่กฅ่ดด้ฎ้ข่ฟไธๅค่ฎฉไบบๅคด็๏ผ็พๅฝ้ฃ่พนๅๆฅไบใ
2026ๅนด3ๆ11ๆฅ๏ผ็พๅฝ่ดธๆไปฃ่กจ็ฝฒ๏ผUSTR๏ผๆญฃๅผๅฎฃๅธๅฏๅจ Section 301 ่ฐๆฅ๏ผ้ๅฏน16ไธช็ปๆตไฝ็”ๅถ้ ไธไบง่ฝ่ฟๅฉ”ใ้ฉฌๆฅ่ฅฟไบๅๅๅ ถไธญ๏ผไธไธญๅฝใๆฌง็ใๆฅๆฌใ่ถๅใๅฐๅบฆ็ญไธๅ่ขซ็นๅใ
โข 2026ๅนด3ๆ11ๆฅ๏ผUSTR ๆญฃๅผๅฎฃๅธ่ฐๆฅๅฏๅจ
โข 2026ๅนด3ๆ17ๆฅ๏ผๅ ฌไผๆ่งๅพ้ๆๅผๅง
โข 2026ๅนด4ๆ15ๆฅ๏ผๅ ฌไผๆ่งๆชๆญขๆฅๆ
โข 2026ๅนด5ๆ5โ8ๆฅ๏ผๅ็้กฟๅ ฌๅผๅฌ่ฏไผ
โข 2026ๅนด7ๆ24ๆฅ๏ผ่ฐๆฅๅฎๆ็ฎๆ ๆฅ๏ผๅฏ่ฝๅฎฃๅธๆฐๅ ณ็จ
ไนๅฐฑๆฏ่ฏด๏ผๆๅฟซไปๅนด7ๆ๏ผ้ฉฌๆฅ่ฅฟไบๅบๅฃๅฐ็พๅฝ็่ดง็ฉๅฏ่ฝ้ขไธดๆฐ็ๅ ณ็จๆๅปใ
่ฟๆฏๆไนๆฅ็๏ผ่ๆฏๆฏ่ฟๆ ท็ lah๏ผ
ไนๅ Trump ็จ IEEPA๏ผInternational Emergency Economic Powers Act๏ผ ๅฏนๅ จ็ๅ ๅ ณ็จ๏ผไฝ็พๅฝๆ้ซๆณ้ข2ๆ20ๆฅ่ฃๅณ่ฏด่ฟไธชๅๆณ่ฟๆณ๏ผTrump ็ๅ ณ็จ่ขซๆจ็ฟปไบใTrump ไธ็ๅฟ๏ผ็ซๅปๆขๆโโๅ ็จ Section 122 ๅพๆถ10%ไธดๆถๅ จ็ๅ ณ็จ๏ผ้150ๅคฉ๏ผๆ้ซ15%๏ผ๏ผๅๆถๅฏๅจ Section 301 ่ฐๆฅๆฅ”้ๅปบ”่ขซๆจ็ฟป็ๅ ณ็จไฝ็ณปใ
็พๅฝ่ดข้ฟ Scott Bessent ๅทฒ็ปๅ ฌๅผ่ฏด๏ผ็ฎๆ ๆฏ่ฎฉๅ ณ็จ”ๅๅฐๅๆฅ็ๆฐดๅนณ”ใSection 301 ไธ่ฟๆฏ้ๆฐๆพไธชๆณๅพๅค่กฃๆฅๅ ่ฃ ้ฃไบ่ขซๆณ้ขๆจ็ฟป็ๅ ณ็จใ่ฐๆฅๆฏ็จๅบ๏ผๅ ณ็จๆๆฏ็ฎ็ใ
้ฉฌๆฅ่ฅฟไบ่ดธๅทฅ้จ้ฟๆฟ็ฃๆฏ้ Johari Abdul Ghani ๅจๆถๆฏไผ ๅบๅ็ดๆฅ่ฏด๏ผไนๅ็ญพ็็พ้ฉฌ่ดธๆๅ่ฎฎ”null and void”โโไฝๅบไบใ็ฐๅจ้ฉฌๆฅ่ฅฟไบ้ขๅฏน็ๆฏ10%็ๅ จ็ๅบ็กๅ ณ็จ๏ผๅ ไธ้ๆถๅฏ่ฝๅขๅ ็ Section 301 ๆฐๅ ณ็จใ
5Section 301 ๆ็ๅฐฑๆฏๆไปฌ็ๅบ้ๅฑ๏ผ
่ฟ้ๆๆฏๆไปฌๅๆถ่กไธ่ฆ่ฎค็็็้จๅ wehใ
USTR ็่ฐๆฅๆไปถๆ็กฎๅๅบไบ่ขซ็นๅ็”ไบง่ฝ่ฟๅฉ”่กไธ๏ผๅ ๆฌ๏ผ
โฆ Steel๏ผ้ข้๏ผ โ ๅบ้ขใๅบ้็ดๆฅๅๅฝฑๅ
โฆ Aluminum๏ผ้๏ผ โ ๅบ้ไปทๆ ผๅๅบๅฃๅๅฝฑๅ
โฆ Other non-ferrous metals๏ผๅ ถไป้้้ๅฑ๏ผ โ ้ใไธ้้ข็ญ
โฆ Electronics๏ผ็ตๅญไบงๅ๏ผ โ ็ตๅญๅบๆๅๆถ็ธๅ ณ
โฆ Machinery๏ผๆบๆขฐ่ฎพๅค๏ผ โ ๅบๆบๅจๅบ้ถไปถ
โฆ Batteries๏ผ็ตๆฑ ๏ผ โ ๅบๆง็ตๆฑ ๅๆถ
่ฏดๅพ็ดๆฅไธ็นโโๅฆๆ Section 301 ๅ ณ็จ็ๆ๏ผ้ฉฌๆฅ่ฅฟไบๅบๅฃๅฐ็พๅฝ็้ๅฑ็ธๅ ณไบงๅไผ่ขซ้ขๅคๅพ็จใ ่ฟไผๅฝฑๅๅฐ๏ผ
| ๅฝฑๅ้พ | ๅฏนๆฌๅฐๅๆถๅ็ๅฎ้ ๅฒๅป |
|---|---|
| ๐ญ ๆฌๅฐ้ๅฑๅ ๅทฅๅๅบๅฃๅ้ป | ๅทฅๅๅไบง โ ๅทฅไธๅบๆๅๅฐ โ ๆไปฌๅฏไปฅๆถ็่ดงๅๅฐ |
| ๐ ้ๅฑๅบๅฃไปทๆ ผๅๅ | ๅบๅฃๅ่ขซ่ฟซๅไฝๆถ่ดญไปท โ ๆไปฌ่ฝๅ็ไปทๆ ผ่ท็่ท |
| ๐ ไฝๅทฅๅๅฏ่ฝ่ฝฌๅๅๆถๆ | ่ฟๅฃๅๆ่ดตไบ โ ๆดๅคๅทฅๅ่ฝฌ็จๆฌๅฐๅๆถๅบๆ้ๆๆฌ โ ๅๆถๆ้ๆฑไธๅ |
| ๐ฆ ๅทฅๅๅปๅบๅญๅๅ | ่ดธๆๆไธ็กฎๅฎ โ ๅทฅๅๆฅ็ๆธ ๅบๅญ โ ๆดๅคๅบๆๆตๅบๆฅๅ |
ๅๅฒๅ่ฏๆไปฌ๏ผๆฏๆฌก่ดธๆๆๅฏผ่ด่ฟๅฃๅๆๅ่ดต๏ผไธๆธธๅทฅๅๅฐฑไผๆด็งฏๆไฝฟ็จๆฌๅฐๅๆถๅบๆๆฅ่็ๆๆฌใ2018โ2019ๅนดไธญ็พ่ดธๆๆๆ้ด๏ผไธๅไบๅคๅฝ็ๅบ้ๅฑๅๆถ้ๅ่ๆพ่ไธๅใ
ไธ่ฟ่ฟไธชๆบไผๅชๅฑไบๅๅฅฝๅๅค็ไบบใๅฆๆไฝ ๆ็จณๅฎ็ไพๅบ้พใๆไฟก่ช็ๅฎขๆทๅ ณ็ณปใๆ่งๆจก็่ฟ่ฅ่ฝๅโโไฝ ไผๆฏ่ดธๆๆ้็่ตขๅฎถใๅฆๆไฝ ไปไน้ฝๆฒกๆ๏ผไฝ ๅฐฑๅชไผ่ขซๅฒๆฃใ
6้ชไธ้ช่ฟไบๅช้กพ่ชๅทฑ็ๆฟๅฎข
ๅฅฝไบ๏ผ่ฟไธๆฎตๆ่ฆ่ฏด็นๅฟ้่ฏไบใไธๅๆฌข็ๅฏไปฅ่ทณ่ฟใไฝๆ่งๅพๆไบ่ฏๅฟ ้กปๆไบบ่ฎฒๅบๆฅใ
ไธญไธ้ฃ่พน๏ผ็พๅฝๅไปฅ่ฒๅๅปๆไผๆใๆไปฌ้ฉฌๆฅ่ฅฟไบไบบ่ท่ฟไปถไบๆไปไนๅ ณ็ณป๏ผไธ็นๅ ณ็ณป้ฝๆฒกๆใไฝๆไปฌ่ฆไป RM5.52/ๅ็ๆดๆฒนใๆไปฌ่ฆๆฏไธชๆๅฐ100ๅ่กฅ่ดด้ ้ขใๆไปฌ่ฆๆฟๅ้่ดง่จ่๏ผ้ฃๆๆถจใ่ฟ่ดนๆถจใไปไน้ฝๆถจใ
่ฟๆฏๅซไบบๆ็ไป๏ผไฝ่ดฆๅๅฏๅฐๆไปฌๆไธใ
Trump ้ฃ่พน๏ผไป่ฏด่ฆ”ไฟๆค็พๅฝๅทฅไบบ”ใ่ฆ”ๅ ฌๅนณ่ดธๆ”ใๅฅฝๅ๏ผๅฌ่ตทๆฅๅพๅฅฝๅฌใไฝไฝ ็ฅ้ไปๆ็ๆฏไปไน็ฎ็ๅ๏ผ
็พๅฝๆ้ซๆณ้ข่ฏดไป็ๅ ณ็จ่ฟๆณ๏ผไปๅฐฑๆขไธชๆณๅพๅไน้ๆฐๆฅ่ฟใSection 301 ่ฐๆฅ๏ผ็่ฎบไธๆฏไธบไบ”่ฐๆฅไธๅ ฌๅนณ่ดธๆ่กไธบ”๏ผๅฎ้ ไธไป็่ดขๆฟ้จ้ฟๅทฒ็ปๅ ฌๅผ่ฏดไบ๏ผ็ฎๆ ๅฐฑๆฏๆๅ ณ็จๆขๅคๅฐๅๆฅ็ๆฐดๅนณใ่ฐๆฅๆฏๅ๏ผๅ ณ็จๆฏ็๏ผๆฌบ่ดไบบๆๆฏ็ฎ็ใ
้ฉฌๆฅ่ฅฟไบๆไปไน”ไบง่ฝ่ฟๅฉ”๏ผๆไปฌๆฏไธชไธญๅฐ่งๆจก็ๅบๅฃๅฝ lahใๆไปฌ็้ข้ใ้ใ็ตๅญไบงๅๅคง้จๅ้ฝๆฏไบบๅฎถ็ๅ็ๆฟๆฅ่ฟ้ไปฃๅทฅ็ใ็ปๆ่ขซ่ฏด”ไบง่ฝ่ฟๅฉ๏ผๆฐไนฑ็พๅฝๅธๅบ”โโ
Ini bukan keadilan, ini buli. ่ฟไธๅซๅ ฌๅนณ่ดธๆ๏ผ่ฟๅซๅผบๆๆฌบๅใ
่้ฃไบๅๅจๅ็้กฟใๅ้ๅกใๅไบฌๅ่กจๅฃฐๆ็ๆฟๅฎขไปฌโโไปไปฌ็่ตไบงไธไผๅ ไธบๅ ณ็จๅๆ๏ผไปไปฌ็ๅทฅ่ตไธไผๅ ไธบๆฒนไปทไธๆถจ่ๅๅฐ๏ผไปไปฌๅผ็ๅ ฌๅก่ฝฆไธ้่ฆ่ชๅทฑไปๆฒน้ฑ๏ผไปไปฌ็ๅ้ฅญไธไผๅ ไธบ่ฟ่พ่ดนๆถจไปท่ๅ่ดตใ
ไปไปฌ่ฐ็ๆฏๆ็ฅใๆฏๅๅผใๆฏ่ฐๅค็ญน็ ใๆไปฌๆฟๅ็ๆฏ็ฐๅฎโโๆฏไธชๆๅคๅบๆฅ็ๆฒน่ดนใๆถจไปท็่ดง็ฉใ่ถๆฅ่ถ็ดง็็ฐ้ๆตใ
ๆไธๆฏๅจๅซๅคงๅฎถไธๆปกๆฟๅบๆ่ ๅ็พใๆๅชๆฏ่งๅพโโๅฝๅคงไบบ็ฉไปฌๅจๆฃ็ไธๅฎๆ๏ผๆไปฌๅฐ่ๆฟๆๆฏๆฃ็ไธๆๅ ่ขซ็บ็ฒ็้ฃไบๆฃๅญใ
่ฟไปถไบ๏ผ่ฆ่ฏดๅบๆฅใ
7ๅคน็ผไธญๆฑๅญ๏ผๆไปฌๅฏไปฅๅไปไน
้ชๅฎไบ๏ผ่ฟๆฏ่ฆ็ๆดปใไปฅไธๆฏๆ่ฎคไธบๅจ่ฟไธชๅ้ๅคนๅป็ฏๅขไธ๏ผๆไปฌๅฐ่ๆฟๅฏไปฅๅฎ้ ๅ็ไบ๏ผ
| ้ขๅฏน็้ฎ้ข | ๅฏไปฅๅ็ไบ |
|---|---|
| โฝ ๆฒน่ดนๆดๆถจ | ไผๅ่ทฏ็บฟๅๅฐ็ฉบ่ท๏ผๆ้ซๆไฝไธ้จๆถ่ดญ้๏ผ็ณ่ฏท SKDS Fleet Card๏ผๅฆๆ็ฌฆๅๆกไปถ๏ผ๏ผๆฏๅจไธๅ ณๆณจ่ดขๆฟ้จๆๆฐๆฒนไปทๅ ฌๅ |
| ๐ฐ ่กฅ่ดด่ถๆฅ่ถๅฐ | ๆๆฒน่ดน็บณๅ ฅๆฅไปทๆๆฌ๏ผไธ้ฟๆๅฎขๆทๅฆ่ฏๆฒ้่ฟ่พๆๆฌ๏ผ้ๆญฅ่ฐๆดๆๅกๅฎไปท้ฟๅ ่ขซ่้ฃ |
| ๐ ่ดธๆๆไธ็กฎๅฎ | ๅฏๅ่ฟฝ่ธช Section 301 ่ฟๅบฆ๏ผ7ๆ24ๆฅๆฏๅ ณ้ฎๆฅๆ๏ผ๏ผๆๅไธไธๆธธๅทฅๅ้ๅฎๅๅ๏ผๅๆฃ้ๅฎๆธ ้ไธ่ฟๅบฆไพ่ตๅไธๅบๅฃๅธๅบ |
| ๐ฆ ๅทฅๅๅไบงๅบๆๅๅฐ | ไธปๅจ่็ณปไธญๅฐๅๅถ้ ๅๅปบ็ซๅบๆๆถ่ดญๅ ณ็ณป๏ผๆฉๅคงๆถ่ดญๅ็ฑปๅ ๆฌ็ตๅญๅบๆใๆงๆบๅจ็ญ้ไผ ็ปๅ็ฑป |
| ๐ ๅบ้ๅฑไปทๆ ผ้ซไฝ | ่ดธๆๆๆ้ด่ฟๅฃๅๆ่ดต โ ๆฌๅฐๅบๆๆดๆไปทๅผ โ ่ถไปทๆ ผ้ซๅฐฝๅฟซๅ็ฐ๏ผไธ่ฆ้ฟๆๅค่ดง |
ENEnglish Summary: The Double Squeeze on Malaysian Small Businesses
The Diesel Subsidy Crisis (SKDS)
Malaysia’s Subsidised Diesel Control Scheme cost the government an estimated RM2.2 billion in March alone โ nearly triple the RM700 million monthly figure before the Iran war. Global diesel prices surged 158% from US$93 to US$239 per barrel in just over a month. The government spends over RM3 billion monthly on fuel subsidies combined. That is fiscally unsustainable. Further subsidy cuts are not a question of if, but when โ and small businesses outside the eligibility criteria will bear the brunt.
Trump’s Section 301 Trade War
After the US Supreme Court struck down Trump’s IEEPA tariffs in February 2026, the administration launched Section 301 investigations into 16 economies โ Malaysia included โ targeting “excess manufacturing capacity” in sectors including steel, aluminium, non-ferrous metals, electronics, and machinery. The target completion date is July 24, 2026. Treasury Secretary Bessent has already signalled the goal is to restore tariffs to their previous levels. Malaysia’s trade deal with the US has been declared null and void. A new wave of tariffs is coming.
What This Means for Recyclers
Both crises hit the recycling industry simultaneously โ higher fuel costs squeeze margins on doorstep collection, while trade war uncertainty affects downstream metal processors who buy our scrap. However, there is a silver lining: when imported raw materials become expensive due to tariffs, manufacturers turn to local recycled materials as a cost-effective substitute. Recyclers with stable supply chains and established relationships are positioned to benefit.
The Hard Truth
Politicians on both sides โ those in Washington imposing tariffs and those in Putrajaya managing subsidies โ are playing strategic games. Small business owners are not at the table. We absorb the consequences. The least we can do is understand what’s happening, adapt faster than the next person, and build a business resilient enough to outlast the chaos.
ๆฟๅฎขๆไป๏ผๆฒนไปทไนฑ้ฃ๏ผ
ๅบๆ่ฏฅๅ่ฟๆฏ่ฆๅโโ
ไบค็ปๆไปฌๆฅๅค็๏ผ็ๅฟ็ๅ๏ผ
ๅคง็ฏๅขๅไนฑ๏ผๅบๆ่ฟๆฏ่ฆๆธ ๏ผ็ฐ้่ฟๆฏ่ฆ่ฟใๅซ่ฎฉไฝ ไปๅบ้็ๅบ้ๅบ้ๅบ้็ฝ็ฝ่บบ็่ดฌๅผโโ่็ณปๆไปฌ๏ผไธ้จๆถ่ดญ๏ผ็ฐ้ๅณไป๏ผไปทๆ ผ่ท็ๅธๅบ่ตฐ๏ผไธไผ้ชไฝ lahใ
ๆไปฌๅจๆฐๅฑฑๆๆ นๅคๅนด๏ผไธไผๅ ไธบๆฒนไปทๆถจๅฐฑไธๅไธ้จๆๅกโโๅ ไธบๆไปฌ็ฅ้ไฝ ไธๆฅๆไปฌๅฐฑๆฒก็ๆ๏ผๆไปฅๆไปฌไผๆณๅๆณๆๆๆฌๆงๅถๅฅฝ๏ผๆๆๅกๅๅฅฝใ