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A bipartisan group of 47 lawmakers asked EPA Administrator Lee Zeldin to finalize the proposed record biomass-based diesel volumes and a 50% RIN reduction for imported fuels and foreign feedstocks. The EPA proposed these in June 2025 as part of its Set 2 rule, with 2026 and 2027 targets of 7.12 and 7.5 billion RINs.
A finalized stronger mandate would boost domestic soybean oil demand and support soybean prices, while the import RIN cut would shift feedstock demand toward US crops.
spglobal.comAditya KondalamahantyOct 3, 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.
