Biodiesel plants are shutting down or considering idling because the Treasury has not issued 45Z clean fuel credit regulations. Producers say selling at current prices would mean large losses, and some plants have already stopped.
The Clean Fuels Alliance estimates 25% to 75% of the industry could idle by year-end or January without guidance.
Idling biomass-based diesel plants would cut soybean oil demand, and the trade group estimates a 25% shutdown would remove about 250 million pounds of soyoil use, which is bearish for soyoil and soybeans.
Setelah 351 peristiwa kebijakan bearish sebelumnya, Minyak Kedelai bergerak median -0,0% selama 5 sesi (49% lebih tinggi; separuh tengah -1,7% sampai +1,8%), dan -0,2% selama 20 sesi.
Setelah 369 peristiwa kebijakan bearish sebelumnya, Kedelai bergerak median -0,2% selama 5 sesi (46% lebih tinggi; separuh tengah -1,7% sampai +1,8%), dan +0,8% 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.