Processing Journal reports that Clean Fuels Alliance America marked June 15, the effective date of the EPA's finalized 2026-2027 RFS volumes, by sending a letter to President Trump. The group says early data shows higher biodiesel and renewable diesel output and stronger feedstock demand.
It expects soybean processors to crush 57% of the domestic crop this year and next, up from 52% in 2024.
A higher crush share raises demand for soybeans and soybean oil while producing more meal. Stronger domestic processing could reduce reliance on Chinese export demand.
After 842 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.