# Plantation stocks a defensive option

> Malaysia's change of government is expected to have little impact on the palm oil sector, as 93% of crude palm oil production is exported. The national B20 biodiesel programme could face delays while the new cabinet is appointed.

- Date: 2020-03-03 · published 2020-03-03T12:00:00.000Z
- Category: policy · region Malaysia · magnitude low
- Page: https://feedsoft.ai/events/54016-plantation-stocks-a-defensive-option
- Commodities: [Palm Oil](https://feedsoft.ai/c/PALMOIL.md)

## Why it matters

A possible delay in the B20 mandate would reduce expected domestic palm biodiesel demand, a modest bearish factor for palm oil prices.

## Read by commodity

- PALMOIL: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| PALMOIL | 2019-05-31 | [France’s deforestation strategy – a good starting point - Fern](https://feedsoft.ai/events/59114-france-s-deforestation-strategy-a-good-starting-point-fern.md) | +0.6% | -1.4% |
| PALMOIL | 2022-04-26 | [Plantation - Export ban excludes crude palm oil and RBD palm oil \| I3investor](https://feedsoft.ai/events/15827-plantation-export-ban-excludes-crude-palm-oil-and-rbd-palm-oil-i3investor.md) | +10.6% | -0.0% |
| PALMOIL | 2023-01-01 | [Regulation on Deforestation-free Products](https://feedsoft.ai/events/38269-regulation-on-deforestation-free-products.md) | +4.8% | +1.2% |
| PALMOIL | 2021-06-03 | [EU plans mix of mandatory and voluntary rules to tackle deforestation \| Euractiv](https://feedsoft.ai/events/46593-eu-plans-mix-of-mandatory-and-voluntary-rules-to-tackle-deforestation-euractiv.md) | -3.8% | -10.1% |
| PALMOIL | 2018-12-04 | [Indonesia: Introduced Plantation Fund Tariff Exemption for Palm Oil and Its Derivative Products - Global Trade Alert](https://feedsoft.ai/events/61473-indonesia-introduced-plantation-fund-tariff-exemption-for-palm-oil-and-its.md) | +0.7% | +8.4% |

## Sources

- themalaysianreserve.com: https://themalaysianreserve.com/2020/03/03/plantation-stocks-a-defensive-option/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.