The U.S. renewable diesel boom sharply expanded domestic soybean crushing, drawing a growing share of the crop into local processing and away from barge-borne exports down the Mississippi River. We ask whether this supply chain reorganization buffered inland soybean prices against river droughts. We estimate a storage-based structural VAR that allows crush activity to respond endogenously to market conditions, and identify river-disruption shocks using theory-based elasticity bounds. Holding crush activity at its pre-boom level, in the counterfactual analysis, reveals lower inland spot prices by 5.5 percent on average over 2021–2024. The resilience effect appears in spot prices and convenience yields, but not in futures prices, consistent with a local storage-demand channel. Our findings indicate that renewable diesel expansion changed not only the level of soybean demand, but also the price consequences of recurrent transportation shocks.
| # | Наименование новости | Тональность | Информативность | Дата публикации |
|---|---|---|---|---|
| 1 | Shifting Price Discovery in Local Soybean Markets: Evidence from the Trade War Period | 0 | 8 | 13-07-2026 |
| 2 | The Effects of Brazilian Real Fluctuations on Global Soybean Prices | 0 | 8 | 15-07-2026 |
| 3 | Natural Gas Price Shocks and the U.S. Fertilizer Market: Are All Price Shocks Alike? | 0 | 8 | 15-07-2026 |
| 4 | How Economic News Drives Implied Volatility in Agricultural Commodity Markets | 0 | 7 | 13-07-2026 |
| 5 | Fixed-Horizon Commodity Price Forecasts from WASDE Reports | 2 | 7 | 13-07-2026 |
| 6 | The Distributional Consequences of Agricultural Supply News Shocks: Food Prices and Household Welfare | 0 | 7 | 15-07-2026 |
| 7 | Margins Under Pressure: MCO and the 2026 Hormuz Disruption | 0 | 7 | 15-07-2026 |
| 8 | Evaluating the Temporary Tariff Relief in the U.S. Agricultural Machinery Sector | 0 | 8 | 14-07-2026 |
| 9 | Raising the Bar for Conducting Unit Root Tests with Futures Prices | 0 | 7 | 15-07-2026 |
| 10 | Effects of Rail Consolidation on Grain Basis: Evidence from the CP-KCS Merger | 0 | 7 | 15-07-2026 |