# ASA: Biofuels rollback would devastate US soy markets

> The American Soybean Association warned that granting state requests to waive 2027 Renewable Fuel Standard compliance would damage US soybean markets and rural economies. It said current biofuel requirements have strengthened domestic soybean demand, supported biofuel production, and prompted investment in soybean-processing capacity.

- Date: 2026-11-11 · published 2026-11-11T15:13:55.386Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/93706-asa-biofuels-rollback-would-devastate-us-soy-markets
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md), [Corn](https://feedsoft.ai/c/CORN.md), [Ethanol](https://feedsoft.ai/c/ETHANOL.md)

## Why it matters

A rollback could weaken biofuel demand for soybean oil and reduce the incentive to crush soybeans, pressuring soybean and soybean-oil prices. The effect depends on the EPA’s decision on the waiver requests.

## Read by commodity

- SBO: bearish ▼
- SOY: bearish ▼
- CORN: bearish ▼
- ETHANOL: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2026-10-14 | [Has Biofuel Demand Replaced Export Demand in U.S. Soybean Markets? - American Soybean Association](https://feedsoft.ai/events/506-has-biofuel-demand-replaced-export-demand-in-u-s-soybean-markets-american.md) | +2.4% | — |
| SBO | 2023-06-22 | [Palm extends losses over soybean oil and lower US biofuel mandate - Markets - Business Recorder](https://feedsoft.ai/events/35581-palm-extends-losses-over-soybean-oil-and-lower-us-biofuel-mandate-markets.md) | +1.7% | +10.0% |
| SBO | 2023-02-07 | [Biofuels and feedstocks: Market outlook 2023 - Fastmarkets](https://feedsoft.ai/events/37419-biofuels-and-feedstocks-market-outlook-2023-fastmarkets.md) | +1.6% | +1.8% |
| SBO | 2025-03-21 | [Shift to 45Z storms biofuel markets \| Argus Media](https://feedsoft.ai/events/25682-shift-to-45z-storms-biofuel-markets-argus-media.md) | +1.8% | +9.9% |
| SBO | 2025-11-03 | [Shifting Biofuel Demand Reshapes Global Oil Markets](https://feedsoft.ai/events/22041-shifting-biofuel-demand-reshapes-global-oil-markets.md) | -0.7% | +4.3% |
| SOY | 2025-03-21 | [Shift to 45Z storms biofuel markets \| Argus Media](https://feedsoft.ai/events/25682-shift-to-45z-storms-biofuel-markets-argus-media.md) | +0.4% | +2.3% |
| SOY | 2024-10-29 | [Soybean Demand Drops as US Biofuel Tax Credit Stalls - TT](https://feedsoft.ai/events/15173-soybean-demand-drops-as-us-biofuel-tax-credit-stalls-tt.md) | +1.4% | +1.2% |
| SOY | 2021-08-20 | [Biden may reduce biofuel quotas, handing a win to oil-state Democrats](https://feedsoft.ai/events/45441-biden-may-reduce-biofuel-quotas-handing-a-win-to-oil-state-democrats.md) | +3.4% | -2.9% |

## Sources

- world-grain.com: https://www.world-grain.com/articles/23445-asa-biofuels-rollback-would-devastate-us-soy-markets

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.