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Fastmarkets provides an outlook for South American soybean oil in 2026, citing Brazil's postponed B15-to-B16 biodiesel increase and the US EPA's new Renewable Volume Obligations. Brazil and Argentina are expected to harvest a combined record of about 228 million tonnes.
Brazil's soy oil exports have risen year-on-year and South American cash export premiums have fallen to historic lows.
Brazil's delayed biodiesel increase keeps more soy oil available for export, which weighs on international soy oil pricing. The US mandate and crude volatility remain the main offsetting supports.
在过去 196 次中性的政策事件之后,豆油 在 5 个交易日内中位数变动 +0.1%(52% 上涨;中间一半区间为 -1.6% 至 +2.0%),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。