NASHVILLE, TENN. (RFD NEWS) — Soybean crush demand is getting stronger support from federal biofuel policy, with new Renewable Fuel Standard targets tightening the soybean oil balance sheet. Oklahoma State University’s Dr. Todd Hubbs says EPA’s final rule sets much higher biomass-based diesel obligations for 2026 and 2027.
Hubbs says biomass-based diesel requirements jump to 9.07 billion RIN gallons in 2026 and 9.20 billion in 2027. That creates much stronger demand for D4 credits tied to biodiesel and renewable diesel.
The change matters because the RIN bank is expected to shrink sharply, leaving less cushion if production, imports, or feedstock supplies fall short.
Soybean oil is already feeling the pressure. Prices moved above 75 cents per pound in the first quarter as the market reacted to stronger policy signals.
USDA projects soybean oil use for biodiesel at 17.8 billion pounds in 2026/27, up from 14.2 billion.
Farm-Level Takeaway: Strong biofuel mandates should support soybean oil demand, crush margins, and soybean market strength.
Tony St. James, RFD News Markets Specialist
ISA says Southeast Asia continues driving demand for soy-based feed products through expanding livestock and seafood industries.
Mexico’s demand for U.S. corn, soybeans, and wheat remained mostly steady during the first quarter, despite higher transportation costs.
The temporary closures come as grain traffic on the Arkansas River continues running ahead of recent years.
RFD News Farm Legal Expert Roger McEowen discussed red flags landowners should watch for during property transactions.
Jeramy Stephens with National Land Realty joined us to share guidance on preventing land fraud, identifying scams, and protecting farm and rural property owners.
Agricultural property presents unique opportunities for scammers to impersonate landowners and attempt to sell rural property they do not own. And in many cases, they are getting dangerously close to succeeding.