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Stillwater Associates reports that imports now supply roughly 30% of US lipid biofuel feedstocks, up sharply since 2022 as the BBD RVO ramped up. It notes both the US and Europe are seeking to restrict imports that their biodiesel sectors rely on, with California LCFS driving demand for UCO, animal fats and distillers corn oil.
Planned import restrictions could tighten feedstock supply and lift tallow, UCO and vegetable oil prices, raising costs for oil-based feed ingredients.
在过去 224 次看涨的贸易事件之后,豆油 在 5 个交易日内中位数变动 +0.4%(54% 上涨;中间一半区间为 -1.5% 至 +2.1%),20 个交易日内为 -0.5%。
在过去 133 次看涨的贸易事件之后,棕榈油 在 5 个交易日内中位数变动 +0.7%(64% 上涨;中间一半区间为 -0.8% 至 +2.3%),20 个交易日内为 +1.7%。
历史可比事件尚不足,暂无法给出历史解读。
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。