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StoneX reports that biomass-based diesel RIN generation is about 5.3 billion, roughly 59% of the 2026 RFS target. EPA exemptions equal to 1.6 billion RINs for 2025 are pressuring RINs and soybean oil, and reallocation of those volumes is still undecided.
US soybean oil stocks have fallen to a 21-month low.
The large RIN gap and low soybean oil stocks support feedstock demand and prices. The timing of EPA reallocation decides when that demand materializes.
stonex.comEditorial TeamOct 20, 2026After 842 past bullish policy events, Soybean Oil moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), and -0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
