
Analysts at TA Research said rising crude oil and freight costs from Middle East tensions improve biodiesel economics and support palm oil demand. Asian buyers have accelerated purchases, and Indonesia is reassessing the delayed B50 mandate, while RHB noted CPO prices rose 11.6% as crude rose 30.7%.
Higher crude prices raise the discretionary appeal of palm-based biodiesel and encourage front-loaded buying, supporting palm oil prices and tightening near-term export availability.
After 62 past bullish geopolitics events, PALMOIL moved a median +2.5% over 5 sessions (74% higher; middle half -0.1% to +5.8%), and +4.0% over 20.
After 626 past bullish geopolitics events, WTI moved a median +2.1% over 5 sessions (62% higher; middle half -2.3% to +8.5%), and +1.6% over 20.
After 656 past bullish geopolitics events, BRENT moved a median +1.9% over 5 sessions (63% higher; middle half -2.7% to +6.6%), and +0.7% 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.