# U.S. Biofuel RIN Gap Keeps a Bid Under Soybean Oil Feedstock Demand

> StoneX reports that biomass-based diesel RIN generation is about 5.3 billion, roughly 59% of the 2026 RFS target. EPA exemptions equal to 1.6 billion RINs for 2025 are pressuring RINs and soybean oil, and reallocation of those volumes is still undecided. US soybean oil stocks have fallen to a 21-month low.

- Date: 2026-10-20 · published 2026-10-20T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/14989-u-s-biofuel-rin-gap-keeps-a-bid-under-soybean-oil-feedstock-demand
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md)

## Why it matters

The large RIN gap and low soybean oil stocks support feedstock demand and prices. The timing of EPA reallocation decides when that demand materializes.

## Read by commodity

- SBO: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2026-07-26 | [Biofuel Mandates Test Capacity and Soybean Oil Demand - RFD](https://feedsoft.ai/events/15007-biofuel-mandates-test-capacity-and-soybean-oil-demand-rfd.md) | -7.3% | -3.1% |
| SBO | 2020-10-02 | [US Domestic Soybean Oil Demand Could Rise \| Feed & Grain](https://feedsoft.ai/events/50506-us-domestic-soybean-oil-demand-could-rise-feed-and-grain.md) | +1.8% | +1.3% |
| SBO | 2024-01-22 | [Soybean Oil Rises With More US Demand Forecast for Biofuels - Bloomberg](https://feedsoft.ai/events/32190-soybean-oil-rises-with-more-us-demand-forecast-for-biofuels-bloomberg.md) | -0.9% | -2.2% |
| SBO | 2026-08-27 | [Biofuel Plants Near Capacity As Feedstock Demand Grows - RFD](https://feedsoft.ai/events/15001-biofuel-plants-near-capacity-as-feedstock-demand-grows-rfd.md) | +8.0% | +1.3% |
| SBO | 2022-04-26 | [Biofuel feedstocks supply and demand - two key challenges - Fastmarkets](https://feedsoft.ai/events/15399-biofuel-feedstocks-supply-and-demand-two-key-challenges-fastmarkets.md) | -2.4% | -4.2% |

## Sources

- stonex.com: https://www.stonex.com/en-gb/insights/u-s-biofuel-rin-gap-keeps-a-bid-under-soybean-oil-feedstock-demand/

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