Malaysia's Movement Control Order is expected to cut domestic biodiesel output, and Thailand's quarantine measures could have a similar effect. Indonesia's palm biodiesel output should stay above 2019 levels thanks to the B30 program.
Malaysia's B20 mandate has been postponed, possibly beyond the third quarter.
Weaker Malaysian biodiesel demand and a delayed B20 mandate reduce palm oil offtake, which is bearish for palm oil prices, while Indonesia's steady B30 demand partly offsets the impact.
Setelah 400 peristiwa kebijakan bearish sebelumnya, Minyak Sawit bergerak median -0,0% selama 5 sesi (49% lebih tinggi; separuh tengah -1,3% sampai +1,1%), dan +0,2% 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.