
The IEA report warns that biodiesel, renewable diesel and biojet producers face a feedstock supply crunch through 2027 as vegetable oil and waste fat demand rises 56%. Wastes and residues are approaching supply limits, and high prices are prompting new supply development.
Tight vegetable oil and waste fat supplies favor higher prices for soybean oil and palm oil, which are key biofuel feedstocks.
After 296 past bullish report events, Soybean Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.8% to +2.0%), and -0.5% over 20.
After 149 past bullish report events, Palm Oil moved a median +0.5% over 5 sessions (57% higher; middle half -1.1% to +1.8%), and +0.8% 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.