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Holland & Knight summarizes EPA's final Set 2 rule, signed March 27, 2026, which sets record RFS volumes for 2026 and 2027. EPA estimates a 60% increase in biodiesel and renewable diesel production and use versus 2025.
The rule was published April 1 and takes effect June 15, 2026.
A projected 60% jump in biodiesel and renewable diesel output implies a large increase in soybean oil and feedstock use, supporting soy complex prices.
hklaw.comSusan G. Lafferty, Andy Kriha, Beth A. Viola, David H. Mann, Isabel C. LaneApr 1, 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.
Not enough comparable past events yet for a historical read.
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.
