# The Soy Crush Expansion Draws Parallels to Ethanol Boom. Here Are the Differences. - Pro Farmer

> Market participants are comparing the soy crush expansion to the early-2000s ethanol boom. Crush capacity has grown about 20% since 2021/22, but the outlook depends on finalizing biofuel policy, the 45Z tax credit and import feedstock rules.

- Date: 2026-02-18 · published 2026-02-18T12:00:00.000Z
- Category: policy · region US · magnitude low
- Page: https://feedsoft.ai/events/20701-the-soy-crush-expansion-draws-parallels-to-ethanol-boom-here-are-the
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md)

## Why it matters

If biofuel policy holds, rising soybean oil demand could lift soybean prices, which are currently below production costs.

## Read by commodity

- SBO: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2022-12-07 | [Renewable diesel boom fueling soybean crushing expansion \| Agri-Pulse Communications, Inc.](https://feedsoft.ai/events/15347-renewable-diesel-boom-fueling-soybean-crushing-expansion-agri-pulse.md) | -1.4% | -5.2% |
| SBO | 2026-04-24 | [CPO prices to remain above RM4,500 per tonne on biodiesel expansion - MPOC \| The Star](https://feedsoft.ai/events/19813-cpo-prices-to-remain-above-rm4-500-per-tonne-on-biodiesel-expansion-mpoc-the.md) | +3.9% | +0.6% |
| SBO | 2026-08-01 | [U.S. Biofuel Boom: What’s Driving Record Soybean Crush, and Will It Fuel Higher Prices?](https://feedsoft.ai/events/18452-u-s-biofuel-boom-what-s-driving-record-soybean-crush-and-will-it-fuel-higher.md) | +3.6% | +2.3% |
| SBO | 2023-04-12 | [Drought, Biodiesel Impacting Soyoil Prices, Exports - Pro Farmer](https://feedsoft.ai/events/15318-drought-biodiesel-impacting-soyoil-prices-exports-pro-farmer.md) | +0.8% | -3.3% |
| SBO | 2021-10-27 | [Dramatic expansion in renewable diesel production could pose challenge to some biodiesel producers \| Agri-Pulse Communications, Inc.](https://feedsoft.ai/events/44391-dramatic-expansion-in-renewable-diesel-production-could-pose-challenge-to-some.md) | -1.6% | -4.9% |

## Sources

- profarmer.com: https://www.profarmer.com/news/agriculture-news/soy-crush-expansion-draws-parallels-ethanol-boom-here-are-differences

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.