{"id":17764,"date":"2026-06-24T22:21:28","date_gmt":"2026-06-25T01:21:28","guid":{"rendered":"https:\/\/agromedios.com\/new\/?p=17764"},"modified":"2026-06-24T22:21:51","modified_gmt":"2026-06-25T01:21:51","slug":"soja-y-precios-el-motor-del-cambio-en-las-nuevas-reglas-en-estados-unidos","status":"publish","type":"post","link":"https:\/\/agromedios.com\/new\/soja-y-precios-el-motor-del-cambio-en-las-nuevas-reglas-en-estados-unidos\/","title":{"rendered":"Soja y precios: el motor del cambio en las nuevas reglas en Estados Unidos"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><\/h3>\n\n\n\n<p>El complejo sojero global est\u00e1 atravesando una transformaci\u00f3n estructural profunda. El fuerte incremento en la demanda de aceite de soja para la producci\u00f3n de combustibles renovables ya est\u00e1 impactando en las cotizaciones internacionales, un fen\u00f3meno que promete redibujar el mapa del comercio agr\u00edcola y abrir un abanico de nuevas oportunidades para la regi\u00f3n, con especial foco en Argentina.<\/p>\n\n\n\n<p>Al cierre del primer semestre del a\u00f1o, los an\u00e1lisis de mercado buscan separar los factores coyunturales de los cambios de fondo. Mientras que el recrudecimiento del conflicto en Oriente Medio acapar\u00f3 la atenci\u00f3n global e introdujo una fuerte volatilidad en las materias primas y en los costos del transporte mar\u00edtimo, el aceite de soja ya consolidaba una tendencia alcista propia. Entre enero y los primeros d\u00edas de febrero, este subproducto ya acumulaba una suba cercana al 13%.<\/p>\n\n\n\n<p>El cambio de matriz est\u00e1 impulsado por la actualizaci\u00f3n de dos normativas clave en los Estados Unidos: la <strong>Norma de Combustibles Renovables (RFS)<\/strong> de la EPA y el <strong>Cr\u00e9dito Fiscal 45Z<\/strong> (enmarcado en la Ley de Reducci\u00f3n de la Inflaci\u00f3n). Los ejes centrales de este nuevo marco regulatorio incluyen:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Mandatos r\u00e9cord de mezcla:<\/strong> La EPA estableci\u00f3 para 2026 y 2027 los vol\u00famenes obligatorios de biocombustibles m\u00e1s altos de la historia, exigiendo un incremento superior al 60% en la producci\u00f3n de di\u00e9sel renovable y biodi\u00e9sel respecto a 2025.<\/li>\n\n\n\n<li><strong>Transici\u00f3n al Cr\u00e9dito Fiscal 45Z:<\/strong> Se reemplazaron los subsidios fijos tradicionales por el <em>Cr\u00e9dito para la Producci\u00f3n de Combustible Limpio (45Z)<\/em>, el cual otorga hasta USD 1.00 por gal\u00f3n en funci\u00f3n de la reducci\u00f3n de la Intensidad de Carbono (CI) en el ciclo de vida del combustible.<\/li>\n\n\n\n<li><strong>Restricciones geogr\u00e1ficas severas:<\/strong> A partir de 2026, las directrices del cr\u00e9dito 45Z limitan el beneficio exclusivamente a materias primas cultivadas en Norteam\u00e9rica (EE. UU., Canad\u00e1 y M\u00e9xico), excluyendo del subsidio federal a los insumos importados de otras regiones.<\/li>\n<\/ul>\n\n\n\n<p>El mercado a\u00fan aguarda la letra chica de la norma, posibles exenciones para peque\u00f1as refiner\u00edas y los m\u00e9todos definitivos de valuaci\u00f3n para la huella de carbono. Un modelo m\u00e1s punitivo elevar\u00eda a\u00fan m\u00e1s el valor de los cr\u00e9ditos fiscales, mientras que uno m\u00e1s flexible podr\u00eda deprimirlos. (Fuente Clar\u00edn Rural)<\/p>\n","protected":false},"excerpt":{"rendered":"<p>El complejo sojero global est\u00e1 atravesando una transformaci\u00f3n estructural profunda. El fuerte incremento en la demanda de aceite de soja para la producci\u00f3n de combustibles renovables ya est\u00e1 impactando en las cotizaciones internacionales, un fen\u00f3meno que promete redibujar el mapa del comercio agr\u00edcola y abrir un abanico de nuevas oportunidades para la regi\u00f3n, con especial [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":17765,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_eb_attr":"","ocean_post_layout":"","ocean_both_sidebars_style":"","ocean_both_sidebars_content_width":0,"ocean_both_sidebars_sidebars_width":0,"ocean_sidebar":"","ocean_second_sidebar":"","ocean_disable_margins":"enable","ocean_add_body_class":"","ocean_shortcode_before_top_bar":"","ocean_shortcode_after_top_bar":"","ocean_shortcode_before_header":"","ocean_shortcode_after_header":"","ocean_has_shortcode":"","ocean_shortcode_after_title":"","ocean_shortcode_before_footer_widgets":"","ocean_shortcode_after_footer_widgets":"","ocean_shortcode_before_footer_bottom":"","ocean_shortcode_after_footer_bottom":"","ocean_display_top_bar":"default","ocean_display_header":"default","ocean_header_style":"","ocean_center_header_left_menu":"","ocean_custom_header_template":"","ocean_custom_logo":0,"ocean_custom_retina_logo":0,"ocean_custom_logo_max_width":0,"ocean_custom_logo_tablet_max_width":0,"ocean_custom_logo_mobile_max_width":0,"ocean_custom_logo_max_height":0,"ocean_custom_logo_tablet_max_height":0,"ocean_custom_logo_mobile_max_height":0,"ocean_header_custom_menu":"","ocean_menu_typo_font_family":"","ocean_menu_typo_font_subset":"","ocean_menu_typo_font_size":0,"ocean_menu_typo_font_size_tablet":0,"ocean_menu_typo_font_size_mobile":0,"ocean_menu_typo_font_size_unit":"px","ocean_menu_typo_font_weight":"","ocean_menu_typo_font_weight_tablet":"","ocean_menu_typo_font_weight_mobile":"","ocean_menu_typo_transform":"","ocean_menu_typo_transform_tablet":"","ocean_menu_typo_transform_mobile":"","ocean_menu_typo_line_height":0,"ocean_menu_typo_line_height_tablet":0,"ocean_menu_typo_line_height_mobile":0,"ocean_menu_typo_line_height_unit":"","ocean_menu_typo_spacing":0,"ocean_menu_typo_spacing_tablet":0,"ocean_menu_typo_spacing_mobile":0,"ocean_menu_typo_spacing_unit":"","ocean_menu_link_color":"","ocean_menu_link_color_hover":"","ocean_menu_link_color_active":"","ocean_menu_link_background":"","ocean_menu_link_hover_background":"","ocean_menu_link_active_background":"","ocean_menu_social_links_bg":"","ocean_menu_social_hover_links_bg":"","ocean_menu_social_links_color":"","ocean_menu_social_hover_links_color":"","ocean_disable_title":"default","ocean_disable_heading":"default","ocean_post_title":"","ocean_post_subheading":"","ocean_post_title_style":"","ocean_post_title_background_color":"","ocean_post_title_background":0,"ocean_post_title_bg_image_position":"","ocean_post_title_bg_image_attachment":"","ocean_post_title_bg_image_repeat":"","ocean_post_title_bg_image_size":"","ocean_post_title_height":0,"ocean_post_title_bg_overlay":0.5,"ocean_post_title_bg_overlay_color":"","ocean_disable_breadcrumbs":"default","ocean_breadcrumbs_color":"","ocean_breadcrumbs_separator_color":"","ocean_breadcrumbs_links_color":"","ocean_breadcrumbs_links_hover_color":"","ocean_display_footer_widgets":"default","ocean_display_footer_bottom":"default","ocean_custom_footer_template":"","ocean_post_oembed":"","ocean_post_self_hosted_media":"","ocean_post_video_embed":"","ocean_link_format":"","ocean_link_format_target":"self","ocean_quote_format":"","ocean_quote_format_link":"post","ocean_gallery_link_images":"on","ocean_gallery_id":[],"footnotes":""},"categories":[7],"tags":[46],"class_list":["post-17764","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agricultura","tag-b","entry","has-media"],"featured_image_urls":{"full":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false],"thumbnail":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga-150x150.jpeg",150,150,true],"medium":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false],"medium_large":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false],"large":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false],"1536x1536":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false],"2048x2048":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false],"ocean-thumb-m":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false],"ocean-thumb-ml":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false],"ocean-thumb-l":["https:\/\/agromedios.com\/new\/wp-content\/uploads\/2026\/06\/descarga.jpeg",275,183,false]},"author_info":{"info":["Agromedios"]},"category_info":"<a 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