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Malaysian plantation analysts expect the current CPO rally to lift near-term earnings of upstream planters. HLIB cites the US-Iran conflict, EPA renewable fuel standards for 2026-2027, a heightened chance of El Nino, and Indonesia's B50 push requiring about three million more tonnes of CPO a year.
Expected El Nino effects on palm productivity and additional biodiesel demand from B50 point to tighter palm supply, supporting prices. Soybean-oil demand from US biofuel rules also supports the vegetable oil complex.
thestar.com.myThe Star OnlineApr 2, 2026After 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.
