# How Bullish are EPA’s Blending Mandates for Soybean Prices?

> EPA raised proposed biomass-based diesel blending mandates to 5.61 billion gallons for 2026 and 5.86 billion for 2027, above expectations. It also set 50% RIN discounts for foreign fuel or feedstock, and soybean oil closed limit up in all contract months while soybeans rallied.

- Date: 2025-06-13 · published 2025-06-13T12:00:00.000Z
- Category: policy · region US · magnitude high
- Page: https://feedsoft.ai/events/15112-how-bullish-are-epa-s-blending-mandates-for-soybean-prices
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md), [Soybean Meal](https://feedsoft.ai/c/SBM.md)

## Why it matters

The surprise mandate increase and import RIN discounts shift demand toward domestic soybean oil, lifting soy complex prices. Soybean meal, a crush co-product, may see added supply pressure as crush expands.

## Read by commodity

- SBM: bearish ▼
- SBO: bullish ▲
- SOY: bullish ▲

## Linked price moves

| Commodity | Date | Window | Change % | z-score | Why linked |
| --- | --- | --- | --- | --- | --- |
| SBO | 2025-06-15 | 1 | +3.6% | 4.2 | Explains mandates above expectations plus 50% RIN discounts on foreign feedstock favoring domestic soyoil, with limit-up close. |
| SBO | 2025-06-17 | 5 | +10.4% | 3.6 | Higher mandates plus 50% RIN discounts for foreign feedstock favor domestic soybean oil, bullish for prices. |
| SBM | 2025-06-15 | 1 | -2.2% | -3.1 | Higher biomass-based diesel mandates raise expected crush for oil, increasing meal byproduct supply and pressuring meal prices. |

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2026-06-26 | [EPA Biofuel Rule Boosts Soybean Oil Demand Through Higher Renewable Fuel Blending Mandates](https://feedsoft.ai/events/15018-epa-biofuel-rule-boosts-soybean-oil-demand-through-higher-renewable-fuel.md) | -2.8% | +5.7% |
| SBO | 2024-03-02 | [Almost Big Breaking News for Corn and Soybean Prices](https://feedsoft.ai/events/7864-almost-big-breaking-news-for-corn-and-soybean-prices.md) | +1.3% | +7.2% |
| SBO | 2022-08-11 | [Vegetable oils: Supply stress and biofuel blending mandates drive demand for soybean oil - Fastmarkets](https://feedsoft.ai/events/40126-vegetable-oils-supply-stress-and-biofuel-blending-mandates-drive-demand-for.md) | -1.9% | +0.4% |
| SBO | 2016-11-27 | [EPA Renewable Fuel Standard rallies soybean oil prices - Agweek \| #1 source for agriculture news, farming, markets](https://feedsoft.ai/events/73744-epa-renewable-fuel-standard-rallies-soybean-oil-prices-agweek-1-source-for.md) | +2.3% | -5.6% |
| SBO | 2025-06-24 | [Are You Protecting Your Soybean Price?](https://feedsoft.ai/events/24229-are-you-protecting-your-soybean-price.md) | -0.1% | +3.2% |
| SOY | 2026-06-26 | [EPA Biofuel Rule Boosts Soybean Oil Demand Through Higher Renewable Fuel Blending Mandates](https://feedsoft.ai/events/15018-epa-biofuel-rule-boosts-soybean-oil-demand-through-higher-renewable-fuel.md) | +0.4% | +10.7% |
| SOY | 2024-03-02 | [Almost Big Breaking News for Corn and Soybean Prices](https://feedsoft.ai/events/7864-almost-big-breaking-news-for-corn-and-soybean-prices.md) | +2.4% | +3.7% |
| SOY | 2016-11-27 | [EPA Renewable Fuel Standard rallies soybean oil prices - Agweek \| #1 source for agriculture news, farming, markets](https://feedsoft.ai/events/73744-epa-renewable-fuel-standard-rallies-soybean-oil-prices-agweek-1-source-for.md) | -1.8% | -5.4% |

## Sources

- agweb.com: https://www.agweb.com/markets/market-analysis/how-bullish-are-epas-blending-mandates-soybean-prices

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.