
Soybean oil futures have stayed rangebound, mostly between the mid-60 and mid-70 cents per pound, since mid-July despite soybean futures hitting three-year highs and WTI near or above $100 per barrel. The dominant factor is supply and demand, after EPA set record biomass-based diesel mandates for 2026 and 2027 and kept full credit for imported feedstocks.
Surging imports of feedstocks and finished biodiesel have created a domestic surplus that caps soybean oil price gains despite strong biofuel demand. Buyers of soybean meal and oil should not expect strong vegoil-led upside until that surplus is absorbed.
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 554 次中性的政策事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.4% 至 +1.6%),20 个交易日内为 +0.6%。
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。