Special Update: The Soybean Oil Roller Coaster & its PEN STROKE RISK

What goes up... can unexpectedly go down, especially when POLICY is involved

May 15, 2025

∙ Paid

Turns out I have a knack for sending out an update that becomes outdated shortly after clicking ‘send’.

Yesterday evening, I ended the HOT TAKE taking about the ONE, BIG BEAUTIFUL BILL which includes substantial revisions to 45Z - revisions that, if passed, would be VERY positive for soybean oil.

While true, the market is now grappling with RVO rumors that sent soybean oil into a downward spiral in overnight trade and remaining under pressure this morning - locked limit down.

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