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The Brazilian federal government is considering moving the mandatory biodiesel blending obligation from distributors to refineries. Oleoplan CEO Marcos Boff and Binatural CEO André Lavor warned that the change could concentrate purchasing power, add logistics costs and require refineries to adapt infrastructure.
Industry leaders favor keeping decentralized blending and enforcing existing mandates.
Concentrating blending at refineries could give a few large buyers more leverage over biodiesel plants, pressuring their margins and potentially reducing demand for vegetable oil feedstocks. The proposal is still under consideration, so its near-term price effect is limited.
insights.tridge.comNov 11, 2026After 196 past neutral policy events, Soybean Oil moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% 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.
