# Unpicking the Huge Rally in Oilseed Markets | CZ app

> Oilseed futures rallied sharply after the US EPA finalized biomass-based diesel blending limits for 2023-2025. Analysts link the surge to renewable diesel feedstock demand outpacing vegetable oil supplies and inventories.

- Date: 2023-07-25 · published 2023-07-25T12:00:00.000Z
- Category: policy · region US · magnitude high
- Page: https://feedsoft.ai/events/11933-unpicking-the-huge-rally-in-oilseed-markets-cz-app
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md), [Palm Oil](https://feedsoft.ai/c/PALMOIL.md)

## Why it matters

Higher mandated biofuel blending increases demand for soybean oil and other vegetable oils, lifting feedstock prices and tightening supplies for meal-based feed users.

## Read by commodity

- SBM: neutral
- SBO: bullish ▲
- SOY: bullish ▲
- PALMOIL: bullish ▲

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| SBO | 2023-07-24 | 1 | +6.0% | 3.1 | The EPA's final biomass-based diesel blending volumes for 2023-2025 raised expected renewable diesel feedstock demand, a direct demand driver for soybean oil and the likely main source of the sharp rally. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2017-11-13 | [Markets in the morning: Oilseeds: US fix tariffs on](https://feedsoft.ai/events/68078-markets-in-the-morning-oilseeds-us-fix-tariffs-on.md) | -1.1% | -4.1% |
| SBO | 2019-11-01 | [Rally in palm oil 'red hot, ' analyst says \| The Star](https://feedsoft.ai/events/4284-rally-in-palm-oil-red-hot-analyst-says-the-star.md) | +2.2% | -1.1% |
| SBO | 2022-02-01 | [Edible oil markets rally as Indonesia limits palm oil exports - Grain Central](https://feedsoft.ai/events/8092-edible-oil-markets-rally-as-indonesia-limits-palm-oil-exports-grain-central.md) | +1.1% | +8.8% |
| SBO | 2026-05-06 | [How long can soy oil prop up the soybean market?](https://feedsoft.ai/events/19356-how-long-can-soy-oil-prop-up-the-soybean-market.md) | -3.6% | -3.3% |
| SBO | 2023-05-25 | [Clean energy decision could soon impact oilseed markets \| The Western Producer](https://feedsoft.ai/events/15306-clean-energy-decision-could-soon-impact-oilseed-markets-the-western-producer.md) | -1.5% | +17.5% |
| SOY | 2018-05-29 | [Markets in the morning: Oilseeds: Argentina raises](https://feedsoft.ai/events/65108-markets-in-the-morning-oilseeds-argentina-raises.md) | -3.8% | -16.0% |
| SOY | 2017-11-13 | [Markets in the morning: Oilseeds: US fix tariffs on](https://feedsoft.ai/events/68078-markets-in-the-morning-oilseeds-us-fix-tariffs-on.md) | +1.4% | +0.5% |
| SOY | 2026-05-06 | [How long can soy oil prop up the soybean market?](https://feedsoft.ai/events/19356-how-long-can-soy-oil-prop-up-the-soybean-market.md) | +1.5% | -3.5% |

## Sources

- czapp.com: https://www.czapp.com/analyst-insights/unpicking-the-huge-rally-in-oilseed-markets/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.