After almost two months of decline, soybean oil prices have once again registered appreciation in the Brazilian market. The recovery in values occurs amid positive expectations for demand in the biofuels sector, especially biodiesel.
According to data from Cepea (Center for Advanced Studies in Applied Economics), the recent increase is directly linked to the decision of the National Energy Policy Council (CNPE), which approved the gradual increase in the mandatory blend of biodiesel with diesel oil. The measure foresees the increase of the current proportion B14 (14%) to B15 (15%) between August of this year and February 2026. From March 2026, the blend may increase to B16 (16%).
According to Cepea researchers, the prospect of greater domestic consumption for biodiesel production has brought optimism to the sector, which directly influences the sale of soybean oil. The CNPE measure is seen as a stimulus to the production chain, generating positive repercussions for both producers and processors of the oilseed.
Confirmation of B15 blend renews optimism
Currently, the movement contrasts with the scenario observed in the first quarter of 2025, when domestic soybean oil prices weakened sharply. At the time, the market was betting that the B15 blend would come into effect in March, which ended up not happening. This frustration, therefore, was the main factor putting pressure on prices in that period.
Now, with the official confirmation of the blend expansion schedule, industry players are once again operating with greater confidence. The expectation is that, in the coming months, demand for industrialized soybean oil will remain firm, which should help sustain prices at higher levels.
Furthermore, Brazil, as one of the largest producers and exporters of soybeans in the world, can benefit both domestically and internationally from this new scenario. In this sense, the search for renewable energy sources, such as biodiesel, continues to be a strategic factor for the sustainable growth of Brazilian agribusiness.
Source: Aline Merladete | agrolink
