03 · Agriculture desk · Analyst Brief
Biofuel equities are up 47% YTD vs. 37% for soybean oil; the desk goes long Jan '27 soybean oil ahead of EPA's final RIN decision
EPA proposed adding back ~770M waived RINs; biofuel equities rallied while Jan soybean oil fell 0.8%. Bull, medium conviction: long ZLF27 from 67.28¢, target 73.40¢, stop 64.70¢ (2.4x).
CASCResearch
Agriculture desk
Biofuel equities are up 47% YTD vs. 37% for soybean oil; the desk goes long Jan '27 soybean oil ahead of EPA's final RIN decision
Analyst Brief
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Educational research by student analysts, not investment advice.