
Industry players say earlier government policy errors on palm oil, including an export ban from late April to May 2022 and low cooking oil ceiling prices, caused producers to hold stock and created shortages. The government is considering advancing the mandatory B40 biodiesel program while cooking oil prices remain high.
Speakers at the International Palm Oil Conference in Bali highlighted lost Indonesian market share in India to Malaysian palm oil.
An earlier B40 start would absorb more palm oil into biodiesel and tighten domestic and export supply, which is bullish for palm and soy oil prices. Repeated policy interventions also add supply uncertainty that tends to lift risk premiums.
Setelah 548 peristiwa kebijakan bullish sebelumnya, Minyak Sawit bergerak median +0,4% selama 5 sesi (61% lebih tinggi; separuh tengah -0,7% sampai +2,1%), dan +0,9% selama 20 sesi.
Setelah 842 peristiwa kebijakan bullish sebelumnya, Minyak Kedelai bergerak median +0,2% selama 5 sesi (52% lebih tinggi; separuh tengah -1,6% sampai +2,1%), dan -0,5% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.