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The Federal Register published the EPA supplemental proposed rule on RFS standards for 2026 and 2027, along with a partial waiver of the 2025 cellulosic biofuel volume requirement. The document recaps the June proposal and the August 22 decisions on 175 small refinery exemption petitions.
The formal rulemaking confirms the policy path that determines future biomass-based diesel demand, supporting soybean oil and soybean crush margins.
federalregister.govSep 18, 2025After 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.
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.
