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The Michigan Advanced Biofuels Coalition analyzes three EPA actions since June 2025: proposed 2026-2027 RVOs, a comprehensive small refinery exemption rulemaking, and a reallocation framework. It concludes that together these decisions could drive a sharp increase in domestic biomass-based diesel production.
A sharp rise in biomass-based diesel output would absorb more soybean oil and feedstocks, supporting soybean oil prices and crush demand.
miadvancedbiofuels.comAdmin BANov 4, 2025After 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.
