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Nuveen's farmland team published a paper arguing that transportation decarbonization policies are expanding renewable fuel markets, led by California. It cites US renewable diesel output rising from 533 million gallons in 2020 to a projected 3.2 billion in 2024.
The paper links this growth to higher soybean oil use and the added demand for soybeans.
Growing renewable diesel feedstock demand supports soybean oil and soybean prices, and it tightens the market for crush and meal output.
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。