
A Columbia University Center on Global Energy Policy report by James Stock, dated February 27, 2018, proposes an integrated package of reforms to the Renewable Fuel Standard. It argues the program has grown biofuel use but suffers regulatory uncertainty and volatile compliance costs.
Proposed reforms that alter RFS mandates or RIN structure could change future ethanol and biodiesel demand for corn and soybean oil. As an analytical paper without policy action, its direct price effect is limited.
After 770 past neutral report events, CORN moved a median +0.2% over 5 sessions (54% higher; middle half -1.1% to +1.6%), and +0.7% over 20.
After 114 past neutral report events, SBO moved a median +0.1% over 5 sessions (52% higher; middle half -1.7% to +1.4%), 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.