Goldman Sachs SELL

Agriculture Analyst Biofuels Primer Why Crop Prices Increasingly Follow Fuel

Aug 11, 202613 pages

From the report报告摘录Mandate-Driven Production Scale: US/EU/Brazil dominate 80% of global biofuel production; rising mandates (e.g., US soybean oil biofuel share 40%→55% by 2026, Brazil ethanol 32%, Indonesia palm biodiesel 50%) directly…

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