
An economist at the University of Illinois argues that US renewable diesel and biodiesel capacity plans, about 6 billion gallons by 2025 and 7.4 billion in later years, exceed the EPA's 4 to 4.5 billion gallon mandate. He says some plants will not be built, will run well below capacity, or will push existing biodiesel plants out of business.
He cites the wide premium of biodiesel and renewable diesel over conventional diesel as a key strain.
If planned capacity outruns the mandate, feedstock demand for soybean oil and canola could weaken, pressuring oil prices. The mismatch also raises the risk of plant closures that cut feedstock buying.
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.