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A recap of an October 28 webinar on the 45Z Clean Fuel Production Credit says the program covers about a third of US corn and soybean acres going into biofuels. Treasury guidance in September allowed plants to generate credits, with final IRS guidance still pending.
The indirect land use change penalty was eliminated starting in 2026.
Expanded eligibility for crop-based biofuels supports demand for corn and soybean oil feedstock, which can lift crush margins and prices over time.
regrow.agJonathan UngerNov 2, 2026After 318 past bullish policy events, Corn moved a median -0.1% over 5 sessions (48% higher; middle half -1.4% to +1.5%), and -0.2% over 20.
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.
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.
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.
