In today’s update:
« The HOT rumor that ran markets higher today (I even have the screenshot for proof)
« Although the numbers didn’t change much, there was a lot of moving & shaking in Monday’s report
« Hoarders no more!
« The latest on the Big, Beautiful Bill and how it’s MAKING U.S. SOYBEAN OIL GREAT AGAIN
« Hot fats, oils, and stocks, oh my!
« Big, Beautiful Bean Oil Demand
and more!
Ten HOT Nuggets
10 | Liquid gold
Six months down, six months to go!
Who had ‘soybean oil outperforms gold’ on their 2025 bingo card??
9 | Follow the leader
Soybean oil continues its climb, with front month futures up an incredible 35% year-to-date - 15% of which happened since EPA’s June 13 proposal, which outlined substantially higher RVOs and a new RIN structure favoring domestic feedstocks for 2026 and 2027.
Here’s a look at soybean oil side by side with shares of two of the largest soy crushers in the country - ADM (green) and Bunge (white) since right ahead of the RVO release:
No coincidence shares are moving higher as soybean oil strengthens, it firms crushing margins:
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