Oil World projects global palm oil exports could fall by 2.5 to 3.5 million tons in 2027. Its executive director, Thomas Mielke, said vegetable oil production will grow by less than 4 million tons in 2026/27 while demand keeps rising, especially from the energy sector, which takes about 33% of global oils and fats consumption.
A forecast production deficit and shrinking stocks point to tighter vegetable oil supplies and higher international prices, which would support palm oil and related oils used in feed formulations.
After 149 past bullish report events, Palm Oil moved a median +0.5% over 5 sessions (57% higher; middle half -1.1% to +1.8%), and +0.8% 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.