EPA proposed Renewable Fuel Standard volume requirements and percentage standards for 2026 and 2027, covering cellulosic, biomass-based diesel, advanced, and total renewable fuel. It also proposes a partial waiver of the 2025 cellulosic volume and reducing RINs for imported renewable fuel and foreign feedstock.
Removing renewable electricity as a qualifying fuel is also proposed.
Proposed biomass-based diesel volumes and reduced import RIN credits would tighten domestic feedstock demand, supporting soybean oil prices if finalized.
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.
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.