
TA Securities said demand for Malaysian palm oil could rise if Indonesia raises its crude palm oil export levy to 10% to fund the B40 biodiesel mandate. The levy increase would add about US$26.49 per tonne to Indonesian costs, which already sit at a US$146.30 premium over Malaysian product.
The B40 rollout was delayed for infrastructure and technical reasons.
A higher Indonesian levy makes Indonesian palm oil less competitive, shifting demand toward Malaysian supply and supporting Malaysian prices. Buyers should watch whether the levy is actually implemented.
Tras 548 eventos alcista de política pasados, Aceite de palma se movió una mediana de +0,4 % en 5 sesiones (61% al alza; mitad central entre -0,7 % y +2,1 %), y +0,9 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.