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An analysis of U.S. soybean markets finds that weaker export demand and weaker biofuel demand, compared with the MY 23/24 benchmark year, reinforced each other. The result was soybean oil prices about 3.97 cents per pound lower than under MY 23/24 demand conditions.
Lower soybean oil demand from biofuels and exports pressures soybean oil values and weakens the crush margin for soybean meal. Feed buyers should watch whether biofuel policy changes shift this balance.
soygrowers.comOct 14, 2026After 351 past bearish policy events, SBO moved a median -0.0% over 5 sessions (49% higher; middle half -1.7% to +1.8%), and -0.2% over 20.
After 554 past neutral policy events, SOY moved a median +0.0% over 5 sessions (51% higher; middle half -1.4% to +1.6%), and +0.6% 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.
