# Renewable Fuel Standards 2026: where US D4 supply stands against the biomass-based diesel requirement - Fastmarkets

> 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.

- Date: 2026-10-22 · published 2026-10-22T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/14986-renewable-fuel-standards-2026-where-us-d4-supply-stands-against-the-biomass
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md)

## Why it matters

A large shortfall against the RFS requirement keeps demand for soybean oil feedstock firm. The pending EPA decision determines how much extra demand lands.

## Read by commodity

- SBO: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2018-06-26 | [Federal Register
       :: 
      Renewable Fuel Standard Program: Standards for 2019 and Biomass-Based Diesel Volume for 2020](https://feedsoft.ai/events/64400-federal-register-renewable-fuel-standard-program-standards-for-2019-and-biomass.md) | -0.6% | -2.4% |
| SBO | 2018-12-11 | [Federal Register
       :: 
      Renewable Fuel Standard Program: Standards for 2019 and Biomass-Based Diesel Volume for 2020](https://feedsoft.ai/events/61458-federal-register-renewable-fuel-standard-program-standards-for-2019-and-biomass.md) | -1.2% | -0.7% |
| SBO | 2020-02-05 | [EPA Sets Final Rule for 2021 Biomass-Based Diesel Requirement - TT](https://feedsoft.ai/events/54465-epa-sets-final-rule-for-2021-biomass-based-diesel-requirement-tt.md) | -0.0% | -4.2% |
| SBO | 2016-12-12 | [Federal Register
       :: 
      Renewable Fuel Standard Program: Standards for 2017 and Biomass-Based Diesel Volume for 2018](https://feedsoft.ai/events/73340-federal-register-renewable-fuel-standard-program-standards-for-2017-and-biomass.md) | -0.0% | -3.6% |
| SBO | 2019-10-28 | [Federal Register
       :: 
      Renewable Fuel Standard Program: Standards for 2020 and Biomass-Based Diesel Volume for 2021, and Response to the Remand of the 2016 Standards; Supplemental Notice of Proposed Rulemaking](https://feedsoft.ai/events/56437-federal-register-renewable-fuel-standard-program-standards-for-2020-and-biomass.md) | +0.2% | -0.3% |

## Sources

- fastmarkets.com: https://www.fastmarkets.com/insights/renewable-fuel-standards-2026-where-us-d4-supply-stands-against-the-biomass-based-diesel-requirement/

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