S&P Global analysts expect US renewable diesel output to rise 13% in 2025, supported by the Clean Fuel Production Credit, while US biodiesel production is forecast to fall about 5.6% to 1.538 billion gallons. The credit pays up to $1 per gallon for non-SAF fuel and $1.75 per gallon for SAF, tied to carbon intensity and wage standards, and expires in 2027.
Shifting output from fatty acid methyl ester biodiesel to renewable diesel changes demand for soybean oil and other feedstocks, and the credit is expected to cut imports, which tends to support domestic feedstock prices.
在过去 196 次中性的政策事件之后,豆油 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.6% 至 +2.0%),20 个交易日内为 -0.5%。
在过去 27 次中性的政策事件之后,ULSD / 柴油 在 5 个交易日内中位数变动 -1.4%(41% 上涨;中间一半区间为 -4.3% 至 +2.6%),20 个交易日内为 -4.6%。
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。