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The Indonesian palm oil association GAPKI says export levy revenue is falling because palm oil output has stagnated. It warns that meeting the planned 2026 B50 biodiesel mandate will be difficult.
Flat output combined with rising biodiesel demand tightens exportable supply, which is expected to push global palm oil prices higher.
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.