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An AFS Commodities article describes EPA's proposed Set 2 RFS rule for 2026-2027, which would cut RIN value by 50% for imported biofuels and foreign-sourced feedstocks. The rule is described as a shift toward domestic production and energy security.
Halving RIN value for imported feedstocks would shift demand toward domestic oilseed and fat supplies, supporting domestic vegetable oil prices and reducing import flows.
afscommodities.comAuthor Ryan Rudman Publication DateAug 26, 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.
After 400 past bearish policy events, Palm Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), and +0.2% 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.
