
The IRS issued Notice 2026-53 on September 8, allowing certain regenerative agricultural practices to be counted in calculating Section 45Z clean fuel production credits. The credit can reach up to $1 per gallon, with higher credits for biofuels with lower lifecycle carbon emissions.
Crediting lower-carbon farming practices could steer more soybeans, canola and other feedstocks toward biofuel producers, supporting demand for vegetable oils used in clean diesel.
After 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 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.