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EPA raised proposed biomass-based diesel blending mandates to 5.61 billion gallons for 2026 and 5.86 billion for 2027, above expectations. It also set 50% RIN discounts for foreign fuel or feedstock, and soybean oil closed limit up in all contract months while soybeans rallied.
The surprise mandate increase and import RIN discounts shift demand toward domestic soybean oil, lifting soy complex prices. Soybean meal, a crush co-product, may see added supply pressure as crush expands.
agweb.com2025年6月13日在过去 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%。
在过去 223 次看跌的政策事件之后，豆粕 在 5 个交易日内中位数变动 -0.3%（45% 上涨；中间一半区间为 -2.2% 至 +1.2%），20 个交易日内为 -0.6%。
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。
Explains mandates above expectations plus 50% RIN discounts on foreign feedstock favoring domestic soyoil, with limit-up close.
Higher mandates plus 50% RIN discounts for foreign feedstock favor domestic soybean oil, bullish for prices.
Higher biomass-based diesel mandates raise expected crush for oil, increasing meal byproduct supply and pressuring meal prices.
