
University of Illinois economist Scott Irwin says the recently announced RVOs will drive another biofuels boom centered on renewable diesel and biodiesel. He cites the half-credit treatment of imported fuels and feedstocks starting in 2028 and the 45Z credit's North American feedstock requirement.
Irwin estimates full implementation could lift soybean prices 50 to 75 cents per bushel.
A forecast 50 to 75 cent rise in soybean prices from sustained domestic biofuel feedstock demand would strongly support soy and soyoil prices.
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。