Indonesia plans to centralise strategic commodity exports through state-owned PT Danantara Sumberdaya Indonesia from January, with DSI becoming the official exporter of record and gaining control over contracts, levies and foreign-exchange receipts. A transition period runs through December.
GAPKI expects the change, along with higher biodiesel blending, to reduce palm oil available to overseas buyers.
Indonesia supplies about 57% of global palm oil, so tighter export control and more domestic biodiesel use could reduce global availability and support palm oil prices from 2027.
After 548 past bullish policy events, Palm Oil moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.