# The latest 45Z update marks a new lap for U.S. biofuels

> The article reviews the 45Z Clean Fuel Production Credit guidance introduced January 10, 2025, and rapid US renewable diesel and SAF capacity growth since 2021. Imported feedstocks such as used cooking oil, inedible tallow and canola have grown for four consecutive years and are taking share from domestic soybean oil in biofuel production.

- Date: 2025-06-04 · published 2025-06-04T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/10950-the-latest-45z-update-marks-a-new-lap-for-u-s-biofuels
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Canola Meal](https://feedsoft.ai/c/CANMEAL.md)

## Why it matters

Shifts toward cheaper imported feedstocks reduce domestic soybean oil's share of biofuel demand, which limits soyoil price upside unless 45Z favors US feedstocks.

## Read by commodity

- SBO: bearish ▼
- CANMEAL: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2025-03-21 | [Shift to 45Z storms biofuel markets \| Argus Media](https://feedsoft.ai/events/25682-shift-to-45z-storms-biofuel-markets-argus-media.md) | +1.8% | +9.9% |
| SBO | 2023-07-06 | [New Biofuel Targets Are the End of the Road for Renewable Diesel \| BloombergNEF](https://feedsoft.ai/events/15294-new-biofuel-targets-are-the-end-of-the-road-for-renewable-diesel-bloombergnef.md) | -0.3% | -2.6% |
| SBO | 2024-03-25 | [Viewpoint: Crop-based feedstocks face an uphill battle \| Latest Market News](https://feedsoft.ai/events/15232-viewpoint-crop-based-feedstocks-face-an-uphill-battle-latest-market-news.md) | +0.6% | -4.4% |
| SBO | 2019-03-19 | [NBB: EPA Undercuts Additional Demand for Biomass-Based Diesel - Fuels Market News](https://feedsoft.ai/events/59972-nbb-epa-undercuts-additional-demand-for-biomass-based-diesel-fuels-market-news.md) | -2.1% | -2.1% |
| SBO | 2023-02-07 | [Biofuels and feedstocks: Market outlook 2023 - Fastmarkets](https://feedsoft.ai/events/37419-biofuels-and-feedstocks-market-outlook-2023-fastmarkets.md) | +1.6% | +1.8% |

## Sources

- adi-analytics.com: https://adi-analytics.com/2025/06/04/the-latest-45z-update-marks-a-new-lap-for-u-s-biofuels/

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Data from Feedsoft AI (https://feedsoft.ai/). For information only; not investment advice.