# U.S. biofuel growth could lift soy prices, reduce China dependence - Brownfield Ag News

> Minnesota Soybean Processors CEO Jeramie Weller says a high 2026 RVO of 5.6 billion gallons and clear 45Z guidance could boost renewable diesel demand and soybean oil values. He says soybeans have fallen from $15-16 to about $10 per bushel while the industry waits for policy. He also says more crush could help replace some China exports.

- Date: 2026-01-21 · published 2026-01-21T12:00:00.000Z
- Category: policy · region US · magnitude low
- Page: https://feedsoft.ai/events/15059-u-s-biofuel-growth-could-lift-soy-prices-reduce-china-dependence-brownfield-ag
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

Expected policy-driven demand from renewable diesel would lift soybean oil and crush margins, supporting soybean prices. The China export gap is a secondary driver of soybean demand.

## Read by commodity

- SBM: bullish ▲
- SBO: bullish ▲
- SOY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2025-05-13 | [Biofuels policy changes can affect soybean prices - Brownfield Ag News](https://feedsoft.ai/events/15121-biofuels-policy-changes-can-affect-soybean-prices-brownfield-ag-news.md) | +0.6% | -3.4% |
| SBO | 2019-11-29 | [Growth Energy to EPA - deliver a real fix - Brownfield Ag News](https://feedsoft.ai/events/55933-growth-energy-to-epa-deliver-a-real-fix-brownfield-ag-news.md) | -0.3% | +14.4% |
| SBO | 2025-08-07 | [EPA?S Proposed Biofuel Targets Could Stall Industry Growth And Drive Up Prices](https://feedsoft.ai/events/15101-epa-s-proposed-biofuel-targets-could-stall-industry-growth-and-drive-up-prices.md) | -0.3% | -1.9% |
| SBO | 2025-07-15 | [Biofuels industry driving soybean oil demand - Brownfield Ag News](https://feedsoft.ai/events/15107-biofuels-industry-driving-soybean-oil-demand-brownfield-ag-news.md) | +2.4% | +0.2% |
| SBO | 2026-04-01 | [RVOs set to launch next biofuels boom - Brownfield Ag News](https://feedsoft.ai/events/15033-rvos-set-to-launch-next-biofuels-boom-brownfield-ag-news.md) | +0.5% | +5.2% |
| SOY | 2025-05-13 | [Biofuels policy changes can affect soybean prices - Brownfield Ag News](https://feedsoft.ai/events/15121-biofuels-policy-changes-can-affect-soybean-prices-brownfield-ag-news.md) | -1.4% | -0.8% |
| SOY | 2026-04-01 | [RVOs set to launch next biofuels boom - Brownfield Ag News](https://feedsoft.ai/events/15033-rvos-set-to-launch-next-biofuels-boom-brownfield-ag-news.md) | -0.8% | +1.0% |
| SOY | 2026-09-28 | [RVO volumes driving biofuels turnaround - Brownfield Ag News](https://feedsoft.ai/events/14996-rvo-volumes-driving-biofuels-turnaround-brownfield-ag-news.md) | -3.1% | -4.7% |

## Sources

- brownfieldagnews.com: https://www.brownfieldagnews.com/news/u-s-biofuel-growth-could-lift-soy-prices-reduce-china-dependence/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.