
Analyst Thomas Mielke expects palm oil production growth to average about 1.3 million tons a year this decade. Labour shortages, ageing plantations, Ganoderma fungus and reluctance to replant are constraining yields in Malaysia and Indonesia.
Slowing output growth while biodiesel demand rises tightens the palm oil balance sheet and supports prices over the medium term.
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.