EU Acknowledges its Failed Palm Oil Policy and Indicates a Shift in Direction

After 400 past bearish policy events, Palm Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), and +0.2% over 20.

• Nov 21, 2019Policy Brief: EU’s Renewable Energy Directive (RED) II and Implications on Palm Oil Trade - CARI ASEAN Research and Advocacy0.0%
• Nov 3, 2017Possible WTO action, if EU's Renewable Energy Directive exclude palm oil-0.5%
• Aug 9, 2021RED II: Current Status of EU Member States and Its Impact on Palm Oil – Current & Future - MPOC+3.6%
• Apr 28, 2023Crude palm oil prices dive to six-month low as Indonesia revises export policy - Fastmarkets-9.7%
• Sep 22, 2022Indonesia’s shifting export policies in an effort to boost Crude Palm Oil exports | Edelman Global Advisory-3.8%

After 196 past neutral policy events, Soybean Oil moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% to +2.0%), and -0.5% over 20.

• Feb 23, 2021The Palm Oil Industry is Changing — and the EU Can Help — CSPO+2.0%
• Aug 27, 2019Palm oil: Indonesia and Malaysia push back as EU clamps down - Nikkei Asia+1.9%
• Nov 7, 2017EU palm oil policies are undermining Europe’s goals in South-East Asia-1.2%
• Jul 13, 2026Malaysia poised to gain as Indonesia likely to cut palm oil exports, says MPOC | Malay Mail+7.1%
• Aug 20, 2025Malaysia and Indonesia move to be labeled “low-risk” for palm oil.+4.4%