Dramatic expansion in renewable diesel production could pose challenge to some biodiesel producers

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.

• Dec 7, 2022Renewable diesel boom fueling soybean crushing expansion | Agri-Pulse Communications, Inc.-1.4%
• Apr 20, 2022EPA proposes canola oil RFS pathway for renewable diesel, SAF | Agri-Pulse Communications, Inc.+1.3%
• Sep 1, 2021US soy: Renewable diesel not a food-versus-fuel issue | 2021-08-31 | Agri-Pulse Communications, Inc.-1.4%
• Apr 2, 2025Oil, biofuel coalition presents unified RFS request to EPA | Agri-Pulse Communications, Inc.-1.6%
• May 3, 2017Biodiesel industry in full-court press for industry growth | 2017-05-02 | Agri-Pulse | Agri-Pulse Communications, Inc.+0.9%

After 356 past bullish policy events, Soybeans moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), and -0.9% over 20.

• Dec 7, 2022Renewable diesel boom fueling soybean crushing expansion | Agri-Pulse Communications, Inc.+1.7%
• Sep 1, 2021US soy: Renewable diesel not a food-versus-fuel issue | 2021-08-31 | Agri-Pulse Communications, Inc.-2.2%
• Apr 2, 2025Oil, biofuel coalition presents unified RFS request to EPA | Agri-Pulse Communications, Inc.-4.0%
• Mar 3, 2021Insight: Renewable diesel boom highlights challenges in clean-energy transition | Reuters+1.9%
• Jun 3, 2026All signs point to China sticking with US soy deal, Vaden says | Agri-Pulse Communications, Inc.-4.4%

After 223 past bearish policy events, Soybean Meal moved a median -0.3% over 5 sessions (45% higher; middle half -2.2% to +1.2%), and -0.6% over 20.

• Dec 7, 2022Renewable diesel boom fueling soybean crushing expansion | Agri-Pulse Communications, Inc.+0.8%
• Oct 29, 2026Brazil’s soybean oil production could reach 13.5 mln tons, while exports decline-3.3%
• Feb 27, 2023Soy oil demand soars amid renewable diesel growth | CHS Inc.-0.4%
• Jun 19, 2019Legislation to extend biodiesel tax credit introduced | Iowa Agribusiness Radio Network-2.0%
• Jan 10, 2023China's soy reduction campaign could be an opportunity for alt-protein producers | The Fish Site+2.5%