
Clean Fuels Alliance America board member Greg Anderson said the EPA's Renewable Volume Obligations exceeded industry expectations, with obligated levels over 5.5 billion gallons for 2026 and 2027. Domestic clean fuel production already uses over a billion pounds of soybean oil monthly.
Industry expects the new obligations to drive further soybean oil demand from biodiesel and renewable diesel producers, supporting soyoil prices and crush margins.
After 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 356 past bullish policy events, Soybeans 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.