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EPA set record renewable fuel volumes for 2026 and 2027, with growth concentrated in biomass-based diesel and advanced fuels while conventional ethanol stays at 15 billion gallons. The final rule dropped proposed import RIN restrictions and reformed small refinery exemptions.
Record biomass-based diesel volumes increase vegetable oil feedstock demand, supporting soybean oil prices, while the dropped import restrictions keep feedstock imports available.
fb.orgFaith Parum, Ph.D.May 5, 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 547 past bullish policy events, PALMOIL moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% over 20.
After 439 past neutral policy events, CORN moved a median +0.1% over 5 sessions (51% higher; middle half -1.3% to +1.2%), and +1.1% 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.
