◂ Linimasa Peristiwa

18 Feb 2026KEBIJAKANAS

The Soy Crush Expansion Draws Parallels to Ethanol Boom. Here Are the Differences.

Market participants are comparing the soy crush expansion to the early-2000s ethanol boom. Crush capacity has grown about 20% since 2021/22, but the outlook depends on finalizing biofuel policy, the 45Z tax credit and import feedstock rules.

MENGAPA INI PENTING

If biofuel policy holds, rising soybean oil demand could lift soybean prices, which are currently below production costs.

BERDAMPAK PADAMinyak Kedelai▲

1 SUMBER
profarmer.comDebbie Carlson18 Feb 2026

Reaksi harga & riwayat

Minyak Kedelai▲bullishSEJAUH INI1d +0,9%5d +3,5%20d +2,6%

Setelah 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.

7 Des 2022Renewable diesel boom fueling soybean crushing expansion | Agri-Pulse Communications, Inc.-1,4%
24 Apr 2026CPO prices to remain above RM4,500 per tonne on biodiesel expansion - MPOC | The Star+3,9%
1 Agu 2026U.S. Biofuel Boom: What’s Driving Record Soybean Crush, and Will It Fuel Higher Prices?+3,6%
12 Apr 2023Drought, Biodiesel Impacting Soyoil Prices, Exports - Pro Farmer+0,8%
27 Okt 2021Dramatic expansion in renewable diesel production could pose challenge to some biodiesel producers | Agri-Pulse Communications, Inc.-1,6%

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.

Minyak Kedelai SBO · GP ▸

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