Renewable Diesel Policy to Hit Soy Trade Flows

After 224 past bullish trade events, Soybean Oil moved a median +0.4% over 5 sessions (54% higher; middle half -1.5% to +2.1%), and -0.5% over 20.

• Jul 12, 2021Renewable diesel opens new markets for soy oil+4.9%
• Jun 11, 2024U.S. Renewable Diesel Production Growth Drastically Impacts Global Feedstock Trade | USDA Foreign Agricultural Service+0.5%
• Sep 24, 2020EU’s Trade Policy Review – Indonesia Responds - Indonesia Palm Oil Facts+2.1%
• Mar 7, 2025US soyoil exports hit 15-year high as pricy palm shifts vegoil trade | Reuters-1.9%
• May 24, 2022Brazil’s Soybean Oil Exports Offset Biodiesel Fall | CZ app-2.0%

After 133 past bullish trade events, Palm Oil moved a median +0.7% over 5 sessions (64% higher; middle half -0.8% to +2.3%), and +1.7% over 20.

• Jun 11, 2024U.S. Renewable Diesel Production Growth Drastically Impacts Global Feedstock Trade | USDA Foreign Agricultural Service+0.3%
• Jun 26, 2024Renewable diesel boom creates surge in feedstock imports | Agri-Pulse Communications, Inc.+3.8%
• Sep 24, 2020EU’s Trade Policy Review – Indonesia Responds - Indonesia Palm Oil Facts-0.8%
• May 24, 2022Brazil’s Soybean Oil Exports Offset Biodiesel Fall | CZ app+0.7%
• Mar 22, 2018Trade Ministry seeks to boost biodiesel exports to Europe - ANTARA News+0.1%

After 224 past neutral trade events, Soybean Meal moved a median -0.2% over 5 sessions (43% higher; middle half -1.7% to +1.2%), and -0.2% over 20.

• Apr 17, 2018China tariffs spark shake-up of global soybean trade flows-1.6%
• Jan 26, 2026China to favour Brazilian soybean imports in H1 despite renewed US inflows | Reuters-0.9%
• Jan 24, 2017EU and Brazilian players act to foster 'more sustainable' soy production and trade-2.6%
• Apr 21, 2021U.S. Soybean Exports to China Swell in March, as Brazil Suspends Corn, Soy Import Duties | Farm Policy News | Illinois+3.5%
• Jan 21, 2019When it comes to soy, China is getting more from the trade truce-0.9%