
NOPA and allied groups asked the EPA to set 2026 Renewable Fuel Standard volumes for biomass-based diesel at no less than 5.25 billion gallons. A NOPA-commissioned study says domestic feedstocks can support 5.3 billion gallons in 2026 and 6.7 billion by 2030.
Higher mandated biomass-based diesel volumes would boost demand for soybean oil and other domestic feedstocks, supporting prices.
After 842 past bullish policy events, SBO 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, SOY 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.