Policy Brief: EU’s Renewable Energy Directive (RED) II and Implications on Palm Oil Trade - CARI ASEAN Research and Advocacy

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 3, 2017Possible WTO action, if EU's Renewable Energy Directive exclude palm oil-0.5%
• Jun 30, 2020EU Acknowledges its Failed Palm Oil Policy and Indicates a Shift in Direction — CSPO-0.8%
• Apr 26, 2018Winners and losers from the proposed ban on palm oil - Renewable Carbon News-3.5%
• Mar 2, 2020The Palm Oil Conundrum in EU-ASEAN Relations – The Diplomat-7.2%
• May 30, 2019Call on EU to reclassify M’sian oil palm cultivation activities+0.5%

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.

• May 12, 2023Policies in Progress: Renewable fuels, WOTUS and pesticide compliance are among top ASA advocacy priorities beyond the farm bill - American Soybean Association-8.7%
• Feb 5, 20212020 Energy Prices Complicated by Ag Products, Renewable Credits and Other Relationships - OPIS, A Dow Jones Company+1.4%
• Jul 13, 2022Renewable identification number prices for ethanol and biomass-based diesel remain high - U.S. Energy Information Administration (EIA)+0.0%
• Apr 20, 2022EPA proposes canola oil RFS pathway for renewable diesel, SAF | Agri-Pulse Communications, Inc.+1.3%
• Jul 31, 2025Indonesia's August CPO Reference Price and Its Implications for Global Palm Oil Markets-2.0%