
Clean Fuels testified at an EPA hearing supporting the agency's October proposal to add supplemental volumes to the 2026 and 2027 Renewable Fuel Standard to reallocate the gap between April estimated and August granted 2025 small refinery exemptions. The group asked for the rule to be finalized by year-end.
Adding reallocated volumes would increase biofuel feedstock demand, supporting soybean oil prices. Any delay in finalizing the rule could keep diesel and renewable fuel markets volatile.
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.