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Fastmarkets reports that used cooking oil, tallow, poultry fat and distillers corn oil have become tightly constrained as record US biofuel blending mandates and the 45Z credit drive competition for low-carbon feedstocks. It expects the squeeze to persist through 2026 and 2027.
Strong biofuel demand for fats and oils supports soybean oil prices as a substitute feedstock. The tight supply outlook suggests firm feedstock prices into 2027.
fastmarkets.comSarah Schneider, Fastmarket team2026年6月1日在过去 842 次看涨的政策事件之后，豆油 在 5 个交易日内中位数变动 +0.2%（52% 上涨；中间一半区间为 -1.6% 至 +2.1%），20 个交易日内为 -0.5%。
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。
