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Farm Policy News reported that EPA finalized 2026-2027 RFS volumes at 26.81 and 27.02 billion gallons, with biomass-based diesel at 9.07 billion gallons in 2026 and 9.2 billion in 2027. Starting in 2028, foreign fuels and feedstocks will receive half the RFS compliance value of American-made products.
Record biomass-based diesel volumes increase demand for domestic soybean oil and corn-based ethanol, while the 2028 foreign feedstock discount favors US oilseed supply, supporting prices.
farmpolicynews.illinois.eduRyan HanrahanMar 30, 2026After 842 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.
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 400 past bearish policy events, PALMOIL moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), and +0.2% 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.
