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2025. 6. 13.정책미국

U.S. grains: Soybeans climb, soyoil soars daily limit on US biofuel proposal

U.S. soyoil futures surged their daily limit and July soybeans hit a three-week high after the EPA proposed raising biofuel blending requirements over the next two years above trade expectations. Corn followed soybeans higher, and CBOT wheat rose about 3% but still ended lower on the week.

중요한 이유

Higher proposed biofuel volumes boost demand for soybean oil as a biodiesel feedstock, which supports soybean crush margins and lifts soymeal supply prospects for 2026-27. Restrictions on biofuel imports further favor domestic soyoil prices.

영향 대상옥수수▲대두▲대두박▼원유 (WTI)▲대두유▲

출처 2건
agriculture.comReuters2025. 6. 13.
producer.comJulie Ingwersen, Reuters2025. 6. 13.

가격 반응 및 이력

옥수수▲상승현재까지1d +0.8%5d -0.8%20d -3.2%

과거 상승 정책 이벤트 318건 이후, 옥수수은 5거래일 동안 중앙값 -0.1% 변동(상승 48%; 중간 50% 범위 -1.4%~+1.5%), 20거래일 동안 -0.2%.

2017. 3. 1.U.S. grains: Corn, soyoil climb on biofuels news - Grainews-0.7%
2019. 10. 31.Biofuel forecast may prop up prices | The Western Producer+0.9%
2017. 6. 19.US corn ethanol producers to tap into overseas demand - Governors' Biofuels Coalition-5.4%
2025. 9. 26.Biofuel Policies Are Likely to Drive Future Demand for U.S. Corn and Soybeans - Federal Reserve Bank of Kansas City-1.9%
2021. 11. 11.Will the Fertilizer Crisis Hit Global Grains Production? | CZ app-0.8%

대두▲상승현재까지1d +2.6%5d +2.5%20d -4.3%

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%.

2022. 6. 15.Canola enjoys U.S. soybean oil's success | The Western Producer-2.7%
2025. 12. 10.Study: EPA biofuels proposal aids US soybean farmers | World Grain-2.3%
2020. 1. 9.Argentine soybeans facing tax increases | The Western Producer-1.0%
2025. 5. 14.U.S. grains: Soybeans hit nearly 10-month high on biofuel and trade hopes - Grainews-1.3%
2026. 10. 27.Growing US biofuel production intensifies competition for soybean oil+0.5%

대두박▼하락현재까지1d -0.7%5d -3.4%20d -9.4%

과거 하락 정책 이벤트 223건 이후, 대두박은 5거래일 동안 중앙값 -0.3% 변동(상승 45%; 중간 50% 범위 -2.2%~+1.2%), 20거래일 동안 -0.6%.

2025. 6. 13.Soybean Oil Limit Up, Soybeans Soar on Friday - Walsh Trading-3.4%
2017. 1. 3.Tax cut seen lifting soy planting in Argentina | The Western Producer-1.0%
2025. 8. 18.Soybean oil in the biofuel era: An industry expert’s perspective+4.9%
2017. 9. 27.EPA signals cut to U.S. biodiesel blending; soyoil prices drop - Governors' Biofuels Coalition-0.5%
2026. 7. 26.Biofuel Mandates Test Capacity and Soybean Oil Demand - RFD-4.7%

원유 (WTI)▲상승현재까지1d +7.4%5d +10.2%20d +1.1%

과거 상승 정책 이벤트 438건 이후, 원유 (WTI)은 5거래일 동안 중앙값 +0.9% 변동(상승 61%; 중간 50% 범위 -2.2%~+4.6%), 20거래일 동안 +2.0%.

2023. 6. 5.Saudi Arabia's 'icing on the cake' oil cut could feed US producers-2.2%
2024. 12. 3.Oil sees biggest daily gain in 2 weeks on bets OPEC+ will extend production cuts - MarketWatch+0.4%
2025. 6. 16.Chicago soyoil futures hit 18-month high on biofuel mandate, Mideast tensions-6.1%
2017. 12. 1.World’s crude oil producers extend cuts on output through 2018-1.5%
2022. 10. 26.Under Gustavo Petro, Colombia Leads Major Producers on Ditching Oil+2.6%

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.

연관 가격 변동

대두유+3.6%1개 기간 · 2025. 6. 15.까지4.2σ
Soyoil surged its daily limit on EPA blending proposal above trade expectations, a demand-driven price jump.
대두유+10.4%5개 기간 · 2025. 6. 17.까지3.6σ
Soyoil surged the daily limit as EPA blending requirements exceeded trade expectations.
대두박-2.2%1개 기간 · 2025. 6. 15.까지-3.1σ
The biofuel proposal triggered a soyoil surge and soybean rally on June 13, shifting value to oil and implying more crush and meal supply, which is bearish for meal.

옥수수 CORN · GP ▸

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대두 SOY · GP ▸

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