
The American Soybean Association said EPA's June 13 proposed blending levels for 2026 and 2027 would significantly raise biomass-based diesel volumes. The proposal also reduces credit generation on imports, favoring domestic feedstocks.
EPA's final adoption is still pending later this year.
Higher proposed blending mandates would lift domestic soybean oil demand and support soybean prices if finalized. Reduced import credits shift feedstock demand toward US supplies.
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.
EPA's proposed 2026-27 biomass-based diesel volumes, with reduced import credits, raise soybean oil and crush demand and support soybean prices.