Biodiesel plants are shutting down or considering idling because the Treasury has not issued 45Z clean fuel credit regulations. Producers say selling at current prices would mean large losses, and some plants have already stopped.
The Clean Fuels Alliance estimates 25% to 75% of the industry could idle by year-end or January without guidance.
Idling biomass-based diesel plants would cut soybean oil demand, and the trade group estimates a 25% shutdown would remove about 250 million pounds of soyoil use, which is bearish for soyoil and soybeans.
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%。
在过去 369 次看跌的政策事件之后,大豆 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.8%),20 个交易日内为 +0.8%。
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。