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Passage of the One Big Beautiful Bill extends the 45Z clean fuel production credit through 2029 and limits eligibility to biofuels made in the US, Mexico and Canada. The law also removes ILUC scoring, letting soybean oil qualify for nearly the same credits as lower-carbon feedstocks.
It was signed into law on July 4.
Favoring North American feedstocks and removing ILUC penalties should boost US soybean oil demand and prices. Palm oil and other imported feedstocks lose competitiveness in US biofuel markets.
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 400 次看跌的政策事件之后,棕榈油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.3% 至 +1.1%),20 个交易日内为 +0.2%。
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。