The European Parliament's industry committee voted on 13 July to restrict soy oil as a feedstock for EU biofuel production, placing it on the same footing as palm oil. Lawmakers also want the phase-out of palm and soy biofuel feedstocks, currently set for 2030, to start as soon as the directive enters into force.
About 73% of EU biodiesel soybeans come from South America.
Removing soy oil and palm oil from the biofuel quota would cut EU biodiesel demand for vegetable oils, which is bearish for soy oil and palm oil prices. Soybean meal could also see some pressure as crush margins adjust.
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 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%。
在过去 369 次看跌的政策事件之后,大豆 在 5 个交易日内中位数变动 -0.2%(46% 上涨;中间一半区间为 -1.7% 至 +1.8%),20 个交易日内为 +0.8%。
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。