全球商品再定价：从生柴政策到对等关税

Group 1 - The article highlights the significant increase in demand for vegetable oils, driven by the potential rise in biodiesel blending requirements by the EPA, which could lead to an additional demand of 5.2 to 8 million tons of vegetable oil [2][6][8] - The political motivations behind Trump's shift towards supporting biofuels are discussed, emphasizing the need to maintain support from agricultural states while aligning with the interests of oil companies investing in renewable energy [6][8] - The article notes that the increase in biodiesel blending requirements may be gradual, with potential challenges in achieving the projected demand due to limited land availability for soybean and canola production in the U.S. [7][8] Group 2 - The article discusses the implications of the U.S. government's tariff policies on commodity pricing, particularly how tariffs could increase import costs and affect the North American supply chain [10] - It mentions the recent actions by the U.S. Treasury to raise capital for major banks, signaling a focus on financial stability and support for the real economy, which could positively impact the capital market [12] - The article also addresses the current state of the pork market, indicating a potential decline in prices due to increased supply pressures from a large number of piglets expected to be sold in 2024 [14]