
Malaysia's palm oil council says Malaysia may gain export share as Indonesia's B50 biodiesel mandate, launched recently, diverts more Indonesian palm oil to domestic use. The council estimates B50 needs about three million extra tonnes of palm oil annually, equal to 52% of Indonesia's 2025 output.
Lower Indonesian export availability tightens global palm oil supply and could lift prices, though competition from soybean oil will cap the effect.
After 548 past bullish policy events, PALMOIL moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% over 20.
After 196 past neutral policy events, SBO moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% to +2.0%), and -0.5% 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.