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Clean Fuels Alliance America CEO Donnell Rehagen argues that EPA's 2026-2027 RFS volumes benefit American farmers by supporting domestic demand for feedstocks. The piece cites a North Dakota State University study estimating $14.9 billion in annualized lost US farm sales to China from March 2025 to February 2026, with soybean farmers absorbing about $6.8 billion of that.
It says the rule supports higher commodity prices.
Stronger domestic biofuel demand for soybean oil and feedstocks offers a partial offset to lost export sales to China. It supports the case for domestic crush and oil prices.
cleanfuels.orgKatherine ReedJun 22, 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.
After 356 past bullish policy events, Soybeans 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.
