-- 路透社週四報道稱，美國生質柴油強制摻混量目標將提高至2026年的54億加侖，迫使產量增加超過60%，原因是供應短缺和信貸緊縮威脅柴油價格的上漲。 報導也指出，由於美國環保署（EPA）創紀錄的摻混目標造成了巨大的供應壓力，美國生質柴油產業在經歷了疲軟的一年後必須迅速擴大生產。 報告稱，在與美以伊衝突相關的燃料成本上漲的背景下，美國環保署於3月下旬推出了激進的生物燃料強制摻混目標，以提振供應。 報告指出，將大豆轉化為生質柴油的生產商今年需要將產量提高60%以上才能達到目標，但分析師質疑該產業能否實現這一目標。 報告稱，環保署將2026年的摻混要求提高至54億加侖，2027年提高至57億加侖，高於2025年的33.5億加侖。報告指出，為符合規定，今年的總供應量必須達到60.7億加侖，因為並非所有國內生產都能產生符合規定的合規積分。 煉油商必須根據再生燃料標準（RFS）混合生物燃料或購買可再生識別碼（RN）積分，任何短缺都可能迫使他們動用儲存的積分。 報告稱，如果煉油商動用積分儲備，合規成本可能會上升，最終轉嫁到柴油零售價格上。 報告也指出，義務方每月必須生產約9.15億個積分，而生質柴油積分的產生量從2月的4.81億個增加到3月份的6.51億個。 報告補充說，美國能源資訊署預測，2026年生質柴油供應量為15.2億加侖，再生柴油供應量為35.3億加侖，均低於規定量。 美國清潔燃料聯盟主任保羅溫特斯表示，由於生產商難以確保原料供應和管理燃料分銷物流，生質柴油產業在滿足新規方面面臨許多挑戰。 報告指出，美國燃料和石化製造商協會表示，國內原料供應有限將限制產量並增加合規成本。 報告也指出，農業團體和農民長期以來敦促華盛頓提高生物燃料強制摻混比例，以支持農作物需求。 報告補充說，在11月的中期選舉中，農民仍然是共和黨的重要票倉。 （市場動態新聞來自與全球市場專業人士的對話。這些資訊據信來自可靠來源，但可能包含傳聞和推測。準確性無法保證。）
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