
An insight report projects North American renewable diesel capacity additions and total production through 2035, with feedstock requirements and producer data. It says demand should stay supported near to medium term, with the Renewable Fuel Standard volumes finalized in March 2026 and the 45Z Clean Fuel Production Credit shaping economics.
Sustained renewable diesel demand supports feedstock use of soybean oil and other vegetable oils, which can firm oilseed and meal values. The report is a forecast without a new market shock, so its price impact is limited.
After 296 past bullish report events, Soybean Oil moved a median -0.0% over 5 sessions (49% higher; middle half -1.8% to +2.0%), 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.