Palm Oil supply risks

Active and seasonal supply-side risks affecting palm oil markets.

critical

EUDR (EU Deforestation Regulation)

high

El Nino / La Nina drought cycles

high

Malaysian labor shortage

high

EU palm oil biodiesel phaseout

high

Climate vulnerability + deforestation reputation

moderate

Palm 2-3 year yield cycle

moderate

Indonesia DMO + export tax structure

moderate

MYR/IDR vs USD

moderate

3-MCPD and Glycidyl Esters (GE)

moderate

Palm vs Soy Oil substitution war