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GAPKI expects Indonesia's CPO exports to fall by about 3 million tonnes in 2027 as B50 demand rises and prolonged El Niño cuts output. Total 2026 B50 CPO demand is seen near 14 million tonnes against production of about 53-54 million tonnes.
Rising domestic biodiesel absorption and weather-hit output point to a tighter export supply in 2027, which supports palm oil prices.
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.