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Biofuel and petroleum industry groups jointly backed 2026 biomass-based diesel volumes of 5.25 billion gallons. Industry capacity for biodiesel, renewable diesel and SAF is projected to reach 7.4 billion gallons in 2026 if current projects proceed.
Broad industry consensus raises the likelihood of robust biofuel mandates, supporting soybean oil demand and crush margins for soybean meal output.
biobased-diesel.comPaul WintersJun 18, 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.
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.
