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farmdoc daily analysts Todd Hubbs and Scott Irwin project the feedstock use implied by final EPA RVOs for 2026 and 2027, focusing on the split between domestic and imported feedstock and soybean oil. They note that EPA finalized the Set 2 rule at the end of March with unprecedented volumes.
The analysis says domestic plants would need very high utilization and a recovery in imports that has not yet occurred.
Projected soybean oil and other feedstock use under the final RVOs implies strong demand that could tighten oil supplies. Any shortfall in imports would push more demand onto domestic soybean oil.
farmdocdaily.illinois.eduHongxia Jiao2026年7月1日在过去 842 次看涨的政策事件之后，豆油 在 5 个交易日内中位数变动 +0.2%（52% 上涨；中间一半区间为 -1.6% 至 +2.1%），20 个交易日内为 -0.5%。
在过去 356 次看涨的政策事件之后，大豆 在 5 个交易日内中位数变动 +0.1%（53% 上涨；中间一半区间为 -1.2% 至 +2.3%），20 个交易日内为 -0.9%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
