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RFD-TV reports that EPA raised biomass-based diesel obligations 67% for 2026 and 70% for 2027 from the 2025 level of 5.42 billion gallons. Meeting the targets may require biofuel plants to run near 90% capacity in 2026 and 95% in 2027, with US crushers expected to process 57% of the soybean crop.
Strong biofuel demand for soybean oil and distillers corn oil supports oil prices, and heavier crush increases soybean meal supply, which can weigh on meal prices for feed buyers.
rfdtv.comTony St. JamesJul 26, 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 222 past bearish policy events, SBM moved a median -0.3% over 5 sessions (45% higher; middle half -2.1% to +1.2%), and -0.6% over 20.
Not enough comparable past events yet for a historical read.
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.
