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Fastmarkets reports that net 2026-vintage D4 supply through September was about 5.52 billion RINs, or 63.6% of the consumption-adjusted requirement. September D4 RIN generation reached 788.1 million, driven by biodiesel and renewable diesel output.
A final EPA decision on exemption reallocation is still pending.
A large shortfall against the RFS requirement keeps demand for soybean oil feedstock firm. The pending EPA decision determines how much extra demand lands.
fastmarkets.comRobert Lane, Fastmarket teamOct 22, 2026After 842 past bullish policy events, Soybean Oil moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), and -0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
