
Fastmarkets reports that USDA is expected to publish technical feedstock guidelines for the 45Z Clean Fuel Production Credit this summer, after Secretary Brooke Rollins said so at a June 10 House Agriculture Committee hearing. The credit's value depends on lifecycle carbon intensity calculated through the GREET model and the pending USDA Feedstock Carbon Intensity Calculator.
The article says the finalized rules will reshape the feedstock hierarchy, favoring domestic soybean oil and disqualifying Chinese used cooking oil.
Once the calculator is published, producers can value feedstocks by credit per gallon, which should shift demand toward domestic soybean oil and away from imported used cooking oil. That supports soybean oil prices against a backdrop of record blending mandates.
Após 842 eventos altista de política passados, Óleo de soja subiu em mediana +0,2% em 5 sessões (52% de alta; metade central de -1,6% a +2,1%), e -0,5% em 20.
Variações do benchmark de cada commodity desde o último fechamento antes do evento. As leituras históricas agregam eventos passados do mesmo tipo; descrevem o que aconteceu, não o que vai acontecer. Não é recomendação de investimento.