GOOD MORNING, Prices were higher overnight after dropping to new trading range lows for soyoil due to an unexpected wire service report that the EPA would recommend that biofuel mandates should be below 2020 due to less miles traveled. The agency subsequently announced that they could raise it back in 2022 but the damage was done as corn and soyoil were hit hard. Since surprises offer the biggest bang for the buck to the markets, the soyoil futures market took a downward trajectory, taking beans along for the ride last week. Buy meal/sell soyoil trade was noted on Friday, though it appears that there could be interest in oilshare ownership at lower levels. Soyoil enjoys a very healthy bounce overnight leading beans...
What You Need to Know Today: Record biofuel demand continues to support soyoil values, as EIA data show that May soyoil usage as a biofuel feedstock reached a record 1.434 billion pounds. The latest data reinforces the strength of renewable fuel demand and helps explain ongoing investment in a...
A bipartisan group of 26 lawmakers, led by Representative David Valadao (R-CA), sent a letter to House Speaker Mike Johnson (R-Louisiana) and House Agriculture Committee Chair GT Thompson (R-Pennsylvania) requesting that $5 billion of the temporary economic assistance for farmers go toward spec...
Key Takeaways: Soyoil consumption as a biofuel feedstock climbed to a record 1.434 billion pounds in May, setting a new all-time monthly high. Improved 45Z policy clarity in February 2026 has supported stronger soyoil demand from the biofuel sector by providing producers with greater certainty...
From WPI Consulting
Weighing in on strategic realignment
WPI’s team was retained by the governing board of a U.S. industry organization to review a decision, reached by vote, to invest significant assets into the development and management of an export trading company. WPI’s team conducted a formal review of this decision and concluded that the current level of market saturation would limit the benefits of the investment. Based on WPI’s analysis and recommended actions, the board subsequently reversed its decision and undertook a strategic planning effort to identify more impactful investments. On behalf of numerous clients, WPI has not only assisted in identifying strategic paths but also advised their implementation.