
Reuters reports that US oil refiners are now profiting from biofuel production, driven by renewable fuel mandates and high fuel prices. Strong biofuel-producer demand for feedstocks, especially soybean oil, is tightening supply.
A slowdown in soy crushing from spring plant maintenance adds to the tightness.
Strong feedstock demand and reduced crush capacity point to firmer soybean oil and soybean prices. Higher feedstock costs could discourage some biodiesel and renewable diesel output, which would limit the demand support.
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%。
在过去 356 次看涨的政策事件之后,大豆 在 5 个交易日内中位数变动 +0.1%(53% 上涨;中间一半区间为 -1.2% 至 +2.3%),20 个交易日内为 -0.9%。
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。