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CoBank economist Jacqui Fatka estimates US biodiesel and renewable diesel plants are running at roughly 80 to upper-80 percent utilization. Meeting current RVO requirements may require utilization above 90 percent.
Tight plant capacity and high mandates point to sustained strong soybean oil demand, while RIN generation shortfalls could later weaken the mandate signal.
rfdtv.comTony St. James, RFD-TV NEWS STAFFAug 27, 2026After 841 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.
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.
