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Agricultural economists Todd Hubbs and Scott Irwin discuss three 2025 EPA actions on the Renewable Fuel Standard: final 2026-2027 RVOs in June, a small refinery exemption ruling in July, and a reallocation framework in September. They say the changes create strong incentives for domestic soybean oil and biomass-based diesel use.
A 40% rise in the biomass-based diesel mandate by 2027 would structurally increase demand for soybean oil, supporting its price relative to meal.
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%。
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。