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DTN analyst Mitch Miller says USDA raised 2025-26 biofuel soyoil use by 3.25 billion pounds, requiring a sharp fall in exports. He notes the soyoil premium to palm oil is shrinking, which may fail to discourage exports.
A shrinking soyoil premium to palm oil removes the price signal needed to cut soyoil exports despite higher biofuel use. This raises the risk of tighter soyoil supplies and firmer vegetable oil prices.
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 400 次看跌的政策事件之后,棕榈油 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -1.3% 至 +1.1%),20 个交易日内为 +0.2%。
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。