
Clean Fuels Alliance America welcomed EPA's supplemental proposal to add an SRE reallocation volume to 2026 and 2027 RFS volumes. The group also cited EPA's estimate of 5.95 billion gallons of exempted gasoline and diesel for both years, and said biodiesel and renewable diesel support about 10% of soybean value.
Industry backing for reallocation signals stronger expected biomass-based diesel demand, which supports soybean oil prices if the final rule adopts a higher reallocation volume.
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.
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.