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Scott Berlin of the University of Illinois says US biofuel production capacity far exceeds demand under the RFS, leaving refiners with a surplus of nearly a billion gallons. Renewable diesel capacity has grown from 800 million to 5.1 billion gallons since 2021, and many planned plants have not broken ground.
Oversupply of biofuel capacity limits feedstock demand for soybean oil and corn oil, which weighs on vegetable oil and feedstock prices.
在过去 351 次看跌的政策事件之后,豆油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.7% 至 +1.8%),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。