# Strong RVO’s, Strong Crush: Biofuel Policy Tightens Soybean Oil Balance Sheet

> EPA's final Set 2 rule, released March 27, 2026, set RFS renewable volume obligations for 2026 and 2027. Biomass-based diesel RVOs rise about 67 and 70 percent above 2025 levels, and soybean crush is at monthly records.

- Date: 2026-05-27 · published 2026-05-27T12:00:00.000Z
- Category: policy · region US · magnitude high
- Page: https://feedsoft.ai/events/15023-strong-rvo-s-strong-crush-biofuel-policy-tightens-soybean-oil-balance-sheet
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

Higher D4 RIN requirements increase demand for soybean oil feedstock, supporting soybean oil prices and crush expansion, which also boosts meal supply.

## Read by commodity

- SBM: bearish ▼
- SBO: bullish ▲
- SOY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2024-06-24 | [Soybean Crush Remains Strong as US Energy Policy Goes Awry](https://feedsoft.ai/events/15207-soybean-crush-remains-strong-as-us-energy-policy-goes-awry.md) | +0.4% | +7.2% |
| SBO | 2026-01-15 | [Soybeans Lead As Biofuel Policy Bets Lift Soyoil - Finimize](https://feedsoft.ai/events/21134-soybeans-lead-as-biofuel-policy-bets-lift-soyoil-finimize.md) | +3.3% | +8.3% |
| SBO | 2026-10-16 | [Soybean Oil’s Relevance in Biodiesel Trade when Diesel and Policy are Increasingly Tight — 605 Markets](https://feedsoft.ai/events/509-soybean-oil-s-relevance-in-biodiesel-trade-when-diesel-and-policy-are.md) | +2.3% | — |
| SBO | 2026-03-17 | [Soybean Oil Gains as Trump Plans Farmers, Biofuel Makers Meeting](https://feedsoft.ai/events/20244-soybean-oil-gains-as-trump-plans-farmers-biofuel-makers-meeting.md) | +0.6% | +0.2% |
| SBO | 2026-10-27 | [Rising biofuel demand tightens US soybean oil supplies, puts pressure on industrial users - BioEnergy Times](https://feedsoft.ai/events/503-rising-biofuel-demand-tightens-us-soybean-oil-supplies-puts-pressure-on.md) | -0.5% | — |
| SOY | 2024-06-24 | [Soybean Crush Remains Strong as US Energy Policy Goes Awry](https://feedsoft.ai/events/15207-soybean-crush-remains-strong-as-us-energy-policy-goes-awry.md) | -0.9% | -3.7% |
| SOY | 2026-01-15 | [Soybeans Lead As Biofuel Policy Bets Lift Soyoil - Finimize](https://feedsoft.ai/events/21134-soybeans-lead-as-biofuel-policy-bets-lift-soyoil-finimize.md) | +3.3% | +10.4% |
| SOY | 2022-11-30 | [Surging US Biofuel Production Stokes Soybean Crush Demand](https://feedsoft.ai/events/15357-surging-us-biofuel-production-stokes-soybean-crush-demand.md) | -0.3% | +3.2% |

## Sources

- southernagtoday.org: https://southernagtoday.org/2026/05/27/strong-rvos-strong-crush-biofuel-policy-tightens-soybean-oil-balance-sheet/

---
Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.