The Malaysian Palm Oil Board estimates that raising Malaysia's biodiesel mandate to B15 will add more than 300,000 metric tons of annual palm oil demand. The B12 step alone adds about 130,000 tons, and B15 adds about 204,000 tons.
The rollout will use existing blending plants.
Additional domestic biodiesel demand tightens the palm oil balance available for export and supports CPO prices. The scale is meaningful relative to Malaysia's exports.
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.