
Indonesia plans to raise the palm oil share of its biodiesel from 35% to 40% at the start of 2025, and its new president has discussed a 50% blend. The Indonesian palm oil producers association warned the increase must be phased in cautiously to avoid spiking palm oil prices.
It estimates B40 would cut palm oil exports by two million tonnes a year.
Diverting palm oil into biodiesel reduces export availability and should support global vegetable oil prices, which in turn supports canola values. Price effects are uncertain because other factors also drive vegetable oil markets.
과거 상승 정책 이벤트 548건 이후, 팜유은 5거래일 동안 중앙값 +0.4% 변동(상승 61%; 중간 50% 범위 -0.7%~+2.1%), 20거래일 동안 +0.9%.
과거 상승 정책 이벤트 842건 이후, 대두유은 5거래일 동안 중앙값 +0.2% 변동(상승 52%; 중간 50% 범위 -1.6%~+2.1%), 20거래일 동안 -0.5%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.
Indonesia's planned B40 biodiesel increase would cut palm exports and tighten supply, adding to bullish sentiment.