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StoneX analysis says US biodiesel output is down 30% year over year and renewable diesel is down 9%, after expired tax credits and delayed programs. Brazil raised its biodiesel blend mandate from 14% to 15%, and Indonesia's biofuel targets are tightening palm oil exports.
Diverging biofuel policies shift vegetable oil flows, with weaker US demand pressuring soyoil while Brazilian and Indonesian mandates support soy and palm oil consumption.
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 548 次看涨的政策事件之后,棕榈油 在 5 个交易日内中位数变动 +0.4%(61% 上涨;中间一半区间为 -0.7% 至 +2.1%),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。