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California spot renewable diesel (R99) cash prices hit record lows in August, reaching $2.35 a gallon at the Los Angeles pipeline head on August 6. Vessel deliveries to northern California were the second highest in Argus history, at about 741,000 barrels in August.
Changing credit eligibility under state incentive programs adds uncertainty to future import volumes.
Possible changes to California credit eligibility could cut renewable diesel imports and shift demand for soybean oil and canola oil feedstocks. Weak RD prices in the meantime pressure the diesel complex.
argusmedia.com2024年8月29日在过去 21 次看跌的政策事件之后，ULSD / 柴油 在 5 个交易日内中位数变动 -2.4%（38% 上涨；中间一半区间为 -6.5% 至 +4.7%），20 个交易日内为 -1.1%。
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。
