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EPA released the final 2026-2027 RFS rule on March 26, with volumes set higher than the June 2025 proposal despite rising fuel prices linked to the Iran war. The conventional mandate stays at 15 billion gallons, and small refinery exemption treatment raises effective RIN demand.
Higher effective RIN demand and stronger renewable diesel volumes support demand for fats and oils, which is bullish for soyoil and related feedstocks and supports corn ethanol demand through E15 adoption.
crux.comJosh PriceMar 27, 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.
After 318 past bullish policy events, Corn moved a median -0.1% over 5 sessions (48% higher; middle half -1.4% to +1.5%), and -0.2% over 20.
After 548 past bullish policy events, Palm Oil moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), 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.
