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The Trump administration plans to finalize 2026 biofuel blending quotas by early March, keeping them close to the June proposal of 24.02 billion gallons. The plan would drop a proposal to penalize imports of renewable fuels and feedstocks.
EPA is considering 5.2 to 5.6 billion gallons for bio-based diesel in 2026, below the proposed 5.61.
Firm biomass-based diesel volumes support domestic soybean oil demand and crush margins, which underpin soyoil and soybean prices. Dropping the import penalty removes a refiner cost concern, and a slightly lower volume range trims the upside.
agriculture.comReutersJan 15, 2026
reuters.comJarrett RenshawJan 15, 2026After 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.
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.
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.
