
Analysts said Indonesia's long-delayed B50 biodiesel mandate, which Prabowo reaffirmed on March 30, could add up to four million tonnes of annual palm oil demand. CIMB raised its 2026 CPO price forecast to RM4,400 per tonne, and palm prices have risen nearly 19% this year.
Potential demand of up to 4 million tonnes would tighten exportable palm supply and support prices, though implementation details remain unclear. Higher fuel and fertiliser costs may partly offset gains for planters.
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.
B50 could add up to 4 million tonnes of annual palm demand and analysts raised forecasts, supporting bullish positioning.