Brazil biodiesel logistics differentials widen as blend mandate rises

과거 상승 정책 이벤트 842건 이후, 대두유은 5거래일 동안 중앙값 +0.2% 변동(상승 52%; 중간 50% 범위 -1.6%~+2.1%), 20거래일 동안 -0.5%.

• 2018. 8. 6.Global palm oil prices set to rise on Indonesia's biodiesel mandate-1.3%
• 2020. 12. 23.Brazil’s biodiesel blend rises to 13% in March - Biofuels International Magazine+5.2%
• 2024. 2. 21.Brazil’s Rising Biodiesel Mandate to Slow Soyoil Exports - AgWeb-1.9%
• 2018. 11. 27.New Brazil Biodiesel Mandate Will Consume More Soybeans Domestically+5.0%
• 2020. 12. 31.Brazilian ministry discusses biodiesel mandate, efforts toward renewable diesel public policy+2.5%

과거 상승 정책 이벤트 356건 이후, 대두은 5거래일 동안 중앙값 +0.1% 변동(상승 53%; 중간 50% 범위 -1.2%~+2.3%), 20거래일 동안 -0.9%.

• 2018. 11. 27.New Brazil Biodiesel Mandate Will Consume More Soybeans Domestically+5.0%
• 2019. 11. 12.Brazil to boost biodiesel blend to 15% by 2023, helping soy demand+0.6%
• 2023. 12. 22.Brazil's additional biodiesel demand to hit soyoil, soybean exports - analysts-0.3%
• 2026. 9. 2.CBOT soybean oil rises 7.2% as EPA reallocation shifts biofuel outlook | S&P Global-0.9%
• 2018. 11. 9.Brazil biodiesel group seeks 10-pct retention on soy export earnings - Ubrabio+2.4%