
GAPKI said Indonesian CPO output has been stagnant at 48 to 51 million tons per year while biodiesel demand rose above 12 million tons. Implementing B50 would raise biodiesel demand to about 16 million tons, reducing exports and export levy revenue.
With flat production, a B50 mandate would sharply cut available palm oil for export, tightening global vegetable oil supply and supporting palm and soyoil 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.
After 842 past bullish policy events, Soybean Oil moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), 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.