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Procurement Resource reports that a new EPA rule raising renewable fuel blending volumes for 2026 and 2027 has taken effect. The largest increase is in biomass-based diesel, and EPA attributes most of the growth to domestic soybean oil supply.
USDA has raised its forecast for domestic soybean crush and expects record volumes in the coming marketing year.
Higher biomass-based diesel blending requirements lift soybean oil demand, competing with food and industrial buyers for supply. The record crush forecast also means more meal output, which is a bearish offset for meal prices.
procurementresource.comPrakhar PanchbhaiyaJun 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 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 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.
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.
