Memuat…
farmdoc daily analysts Todd Hubbs and Scott Irwin project the feedstock use implied by final EPA RVOs for 2026 and 2027, focusing on the split between domestic and imported feedstock and soybean oil. They note that EPA finalized the Set 2 rule at the end of March with unprecedented volumes.
The analysis says domestic plants would need very high utilization and a recovery in imports that has not yet occurred.
Projected soybean oil and other feedstock use under the final RVOs implies strong demand that could tighten oil supplies. Any shortfall in imports would push more demand onto domestic soybean oil.
farmdocdaily.illinois.eduHongxia Jiao1 Jul 2026Setelah 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.
Setelah 356 peristiwa kebijakan bullish sebelumnya, Kedelai bergerak median +0,1% selama 5 sesi (53% lebih tinggi; separuh tengah -1,2% sampai +2,3%), dan -0,9% 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.
