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Clean Fuels Alliance America CEO Donnell Rehagen says EPA's spring increase in biomass-based diesel RVOs revived an industry that had idled plants at the end of 2025. He notes soybean oil value now outweighs meal value and new soy crush plants are being announced.
Expanding crush capacity and soyoil-led margins increase demand for soybeans and shift crush economics toward oil, supporting soybean prices while adding future meal supply.
brownfieldagnews.comJared WhiteSep 28, 2026After 842 past bullish policy events, SBO moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), and -0.5% over 20.
After 356 past bullish policy events, SOY moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), and -0.9% over 20.
After 223 past bearish policy events, SBM moved a median -0.3% over 5 sessions (45% higher; middle half -2.2% to +1.2%), and -0.6% 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.
