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Brownfield Ag News quotes Clean Fuels Alliance America's Kurt Kovarik saying biomass-based diesel plants were at about 50% of capacity for much of 2025 and are now above 70%. The EPA's latest RVOs require 5.4 billion gallons of biomass-based diesel in 2026 and 5.7 billion gallons in 2027.
Kovarik says the industry has nine months to meet a 12-month obligation and must secure feedstock contracts.
Rising plant utilization and the need to contract feedstock in a short window point to firm demand for soybean oil and other fats. That supports oil prices through the second half of the year.
brownfieldagnews.comCarah HartJun 16, 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.
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.
