
GAPKI projects Indonesia's 2025 crude palm oil exports could fall by up to 1.5 million tons, to about 27.5 million tons. GAPKI's chairman said the government will struggle to fund and implement the planned B50 biodiesel mandate because production is stagnating.
Lower exports tighten global palm oil supply, and reduced export levy receipts could complicate the funding of biodiesel subsidies, adding uncertainty to prices.
After 133 past bullish trade events, Palm Oil moved a median +0.7% over 5 sessions (64% higher; middle half -0.8% to +2.3%), and +1.7% 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.