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4 de nov. de 2024POLÍTICAEUA

How a Harris or Trump US presidential win could shape the renewable fuel sector

Fastmarkets outlines how a Harris or Trump presidential win could reshape US renewable fuels and feedstocks policy ahead of the November 2024 election. Trump has proposed a 60% tariff on Chinese imports and a 20% tariff on other imports, while experts expect policy deadlines to be delayed either way.

Cheaper imported used cooking oil and tallow have already weighed on US biodiesel feedstock prices.

POR QUE IMPORTA

Uncertainty over biofuel policy and possible China trade tensions could shift demand for soyoil and other feedstocks and pressure soybean prices.

AFETAÓleo de soja▼Soja em grão▼Óleo de palma◆

FONTE
fastmarkets.comAmanda Luhavalja, Bob Lane, Wendy Dulaney, Alexandra Chapman, the Fastmarkets team4 de nov. de 2024

Reação de preço e histórico

Óleo de soja▼baixistaATÉ AGORA1d +2,3%5d +5,2%20d -6,9%

Após 351 eventos baixista de política passados, Óleo de soja subiu em mediana -0,0% em 5 sessões (49% de alta; metade central de -1,7% a +1,8%), e -0,2% em 20.

19 de abr. de 2018Soy Growers Ask President Trump to Support Renewable Fuel Standard - American Soybean Association-2,0%
4 de nov. de 2024US Renewable Fuels Tax Credits and Feedstock Values Rest on Election Outcome | Aegis Market Insights+5,2%
29 de jun. de 2023EPA’s renewable fuel rule called ‘missed opportunity’ | The Western Producer+8,3%
19 de jan. de 2021Federal Register :: Notice of Receipt of Petitions for a Waiver of the 2019 and 2020 Renewable Fuel Standards+1,9%
25 de fev. de 2025Sunseed prices continue to rise in Ukraine, but vegetable oil markets have seen a drop in prices-5,4%

Soja em grão▼baixistaATÉ AGORA1d +0,5%5d +3,5%20d +0,3%

Após 369 eventos baixista de política passados, Soja em grão subiu em mediana -0,2% em 5 sessões (46% de alta; metade central de -1,7% a +1,8%), e +0,8% em 20.

19 de abr. de 2018Soy Growers Ask President Trump to Support Renewable Fuel Standard - American Soybean Association-1,4%
24 de set. de 2021Argentina could grow 70m mt of soybeans with tax cut: ACSOJA - Fastmarkets-2,2%
4 de nov. de 2024US Renewable Fuels Tax Credits and Feedstock Values Rest on Election Outcome | Aegis Market Insights+3,5%
3 de nov. de 2022New EU deforestation regulation could threaten the palm oil sector+1,4%
6 de jul. de 2023New Biofuel Targets Are the End of the Road for Renewable Diesel | BloombergNEF-3,8%

Óleo de palma◆neutroATÉ AGORA1d +0,6%5d +3,5%20d -1,0%

Após 513 eventos neutro de política passados, Óleo de palma subiu em mediana 0,0% em 5 sessões (50% de alta; metade central de -1,6% a +1,4%), e -0,1% em 20.

18 de mai. de 2022Joint Statement of Palm Oil Sector Organisations on the Proposal for a Regulation on Deforestation-free Products - Caobisco+2,0%
6 de jan. de 2025Uncertainty for energy policy as US awaits new administration: 2025 preview - Fastmarkets+0,3%
3 de dez. de 2018The low-ILUC loophole could allow business-as-usual palm oil imports for biodiesel in Europe - International Council on Clean Transportation+0,3%
4 de mai. de 2022Deforestation: what could be the market impact of new EU ban?-10,5%
2 de jul. de 2020Stepping up EU action to protect and restore the world's forests | European Committee of the Regions+3,0%

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.

Óleo de soja SBO · GP ▸

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Soja em grão SOY · GP ▸

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