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EPA announced 29 small refinery exemptions for 2025 totaling 1.76 billion RINs, well above the roughly 990 million initially indicated. EPA said it will reallocate 100% of the difference into 2026 and 2027 biofuel blending obligations and act before end of October.
The reallocation largely offsets the demand loss from exemptions, supporting RIN values and soybean oil prices, though uncertainty around the timing and details of the final rule remains.
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 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%。
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。