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Safras & Mercado expects Brazil's biodiesel blend to rise from B15 to B16 only in August 2027, not March 2027 as Abiove projects. Testing under the CNPE process is still incomplete, and the Ministry of Mines and Energy has until 30 November to publish its revised testing timetable.
A diesel subsidy adds further uncertainty to fuel prices.
A later B16 mandate delays a step-up in domestic biodiesel demand for soybean oil, which weighs on Brazilian soyoil prices and crush margins. Diesel subsidy uncertainty adds to policy risk.
canalrural.com.brGabriel Castagnino VianaNov 3, 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.
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.
