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The American Soybean Association warns that proposed EPA small refinery exemptions for the 2025 RFS could total up to 1.8 billion RINs, removing roughly 900 million to 1 billion gallons of biofuel from the market unless reallocated. ASA estimates the policy could cut the soybean cash price by about 22 cents per bushel and reduce crop value by more than $1 billion.
Reduced biomass-based diesel demand would weaken soybean oil use and soybean crush economics, bearing on soybean prices, with reallocation as the key offset.
rfdtv.comMarion Kirkpatrick, David Nelson2026年8月26日在过去 351 次看跌的政策事件之后，豆油 在 5 个交易日内中位数变动 -0.0%（49% 上涨；中间一半区间为 -1.7% 至 +1.8%），20 个交易日内为 -0.2%。
在过去 369 次看跌的政策事件之后，大豆 在 5 个交易日内中位数变动 -0.2%（46% 上涨；中间一半区间为 -1.7% 至 +1.8%），20 个交易日内为 +0.8%。
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。
