TFC and government quotas, page-5

Agreed: nil impact.

Also, I seem to remember TFS saying that they had armed guards on their plantations to discourage poachers.

and I think they do have some Australian variety plantations, having purchased a private plantation operator some years ago. This oil is still useful, though not as profitable. It is used for incenses, among other things. (Lots of incense gets burned in temples and homes in Asia and elsewhere.)