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Strong soybean oil demand is being driven by California's low-carbon fuel standard, which encourages renewable diesel production. USDA economist Seth Meyer and ASA economist Scott Gerlt spoke at the Ag Outlook Forum, noting new plants are pausing as prices rise and that 7 billion gallons of expected capacity is unlikely to materialize.
Expected renewable diesel expansion is a key source of soybean oil demand, so slower buildout limits upside while current high prices keep oil supply tight.
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%。
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。