
Malaysia's palm oil board says Malaysian palm oil is deforestation-free but that EUDR due diligence will add administrative and production costs, especially for smallholders. MPOB also argues that rapeseed and sunflower oil are not targeted by the rule.
Higher compliance costs for palm oil relative to EU-produced rapeseed and sunflower oil could shift EU demand toward competing vegetable oils and support their prices.
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.
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.