CBOT December soybean oil futures rose 7.22% over three sessions through Sept. 1 after EPA granted 29 small-refinery exemptions totaling 1.76 billion RINs.
EPA also said it intends to propose reallocating 100% of the difference between projected and actual 2025 exempted volumes into 2026 and 2027 obligations.
Reallocation preserves future biofuel demand for soybean oil, supporting feedstock prices and soybean crush margins, which lifts meal supply and offers a partial offset in meal values.
在过去 842 次看涨的政策事件之后,豆油 在 5 个交易日内中位数变动 +0.2%(52% 上涨;中间一半区间为 -1.6% 至 +2.1%),20 个交易日内为 -0.5%。
在过去 356 次看涨的政策事件之后,大豆 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.2% 至 +2.3%),20 个交易日内为 -0.9%。
在过去 27 次中性的政策事件之后,ULSD / 柴油 在 5 个交易日内中位数变动 -1.4%(41% 上涨;中间一半区间为 -4.3% 至 +2.6%),20 个交易日内为 -4.6%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。
EPA granted small refinery exemptions but plans to reallocate 100% of exempted volumes into 2026-27 RVOs, lifting biofuel feedstock demand outlook and driving December soyoil up about 7% over three sessions.