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Fastmarkets reports that used cooking oil, tallow, poultry fat and distillers corn oil have become tightly constrained as record US biofuel blending mandates and the 45Z credit drive competition for low-carbon feedstocks. It expects the squeeze to persist through 2026 and 2027.
Strong biofuel demand for fats and oils supports soybean oil prices as a substitute feedstock. The tight supply outlook suggests firm feedstock prices into 2027.
fastmarkets.comSarah Schneider, Fastmarket teamJun 1, 2026After 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.
