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The EU's Renewable Energy Directive II caps the amount of high indirect land-use change risk biofuels, such as palm-based ones, that member states can count toward renewable targets. Those limits freeze at 2019 levels in 2021-2023 and then fall to zero by 2030.
Phasing out palm-based biodiesel credits in the EU removes a major source of palm oil demand, which is bearish for palm oil and, by substitution, supportive for soy oil and rapeseed oil demand.
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 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。