
Soybean oil broke out to contract highs in May on strong exports and optimism over biofuel blending mandates, then fell sharply in a series of selloffs since the May 14 high. The selloffs were attributed to rumors that EPA would grant a mass of Small Refinery Exemptions for more than 160 applications, which EPA has repeatedly denied.
Biofuel policy headlines on small refinery exemptions can swing domestic demand for soybean oil sharply, and the analyst sees bullish potential if buyers return, which would support soybean oil and crush margins for soymeal.
과거 중립 정책 이벤트 196건 이후, 대두유은 5거래일 동안 중앙값 +0.1% 변동(상승 52%; 중간 50% 범위 -1.6%~+2.0%), 20거래일 동안 -0.5%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.