
An analyst says higher biodiesel mandates in Indonesia will curb palm oil supplies available for export. The article also cites lower output in Indonesia and Malaysia from labour shortages, reduced fertiliser use and rainy weather.
Diverting more palm oil into domestic biodiesel reduces export availability and supports vegetable oil prices. Tighter palm supply tends to lift soyoil and other feed-fat alternatives.
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.