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Agricultural economists Todd Hubbs and Scott Irwin lowered their projected 2026 net D4 credit generation need for biomass-based diesel to 8.82 billion RIN gallons, down 2.17 billion from their May estimate. Their 2027 estimate fell only slightly, to 11.55 billion RIN gallons, and remains 63 percent above the 2025 level.
Higher required biomass-based diesel credit generation supports demand for feedstocks such as soybean oil. Because the 2026 relief comes from banked credits and 2027 needs stay high, the price support for soybean oil is likely to persist into next year.
myaglife.comMyAgLife NewsroomNov 12, 2026After 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.
