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ASA chief economist Scott Gerlt reports that US biomass-based diesel capacity grew from 3.3 billion gallons at the start of 2021 to 5.9 billion gallons at the end of 2023. Used cooking oil imports have exceeded EPA's projections and displaced domestic feedstocks.
California consumes almost all domestic renewable diesel, and its Low Carbon Fuel Standard favors waste-based UCO.
Imported UCO displacing domestic oils reduces demand for US soybean oil as a feedstock, which pressures soybean oil prices and weakens the case for soybean crush expansion.
soygrowers.com2024年4月4日在过去 152 次看跌的贸易事件之后，豆油 在 5 个交易日内中位数变动 -0.2%（47% 上涨；中间一半区间为 -2.1% 至 +2.1%），20 个交易日内为 -0.1%。
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。
