# Tight RIN Supplies Could Support Renewable Diesel Demand - RFD-TV

> Valero expects the existing RIN credit bank could be depleted between late 2026 and mid-2027 as biomass-based diesel production falls short of compliance obligations. Imports may fill the gap more slowly because the blender tax credit expired and the 45Z credit favors domestic fuel.

- Date: 2026-08-26 · published 2026-08-26T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/15004-tight-rin-supplies-could-support-renewable-diesel-demand-rfd-tv
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

Elevated D4 RIN values strengthen renewable diesel economics and support demand for domestic soybean oil and other fats and oils.

## Read by commodity

- SBO: bullish ▲
- SOY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2021-12-16 | [Renewable Diesel Plans Could Outstrip Soybean Acres, Soy Oil Supplies](https://feedsoft.ai/events/43698-renewable-diesel-plans-could-outstrip-soybean-acres-soy-oil-supplies.md) | +1.1% | +4.7% |
| SBO | 2023-12-18 | [Demand to Surpass Supply in Renewable Diesel Market \| Red River Farm Network](https://feedsoft.ai/events/15253-demand-to-surpass-supply-in-renewable-diesel-market-red-river-farm-network.md) | -1.2% | -3.1% |
| SBO | 2021-11-12 | [Fuel the Crush: Renewable Diesel Pumps Up Soybean Demand](https://feedsoft.ai/events/15432-fuel-the-crush-renewable-diesel-pumps-up-soybean-demand.md) | -0.4% | -5.6% |
| SBO | 2022-11-10 | [CHS sees 'bullish' demand in soybean oil, citing renewable diesel](https://feedsoft.ai/events/38751-chs-sees-bullish-demand-in-soybean-oil-citing-renewable-diesel.md) | -1.8% | -13.0% |
| SBO | 2023-02-27 | [Soy oil demand soars amid renewable diesel growth \| CHS Inc.](https://feedsoft.ai/events/15333-soy-oil-demand-soars-amid-renewable-diesel-growth-chs-inc.md) | -1.3% | -8.2% |
| SOY | 2021-12-16 | [Renewable Diesel Plans Could Outstrip Soybean Acres, Soy Oil Supplies](https://feedsoft.ai/events/43698-renewable-diesel-plans-could-outstrip-soybean-acres-soy-oil-supplies.md) | +5.2% | +8.1% |
| SOY | 2021-11-12 | [Fuel the Crush: Renewable Diesel Pumps Up Soybean Demand](https://feedsoft.ai/events/15432-fuel-the-crush-renewable-diesel-pumps-up-soybean-demand.md) | +4.4% | +4.6% |
| SOY | 2023-02-27 | [Soy oil demand soars amid renewable diesel growth \| CHS Inc.](https://feedsoft.ai/events/15333-soy-oil-demand-soars-amid-renewable-diesel-growth-chs-inc.md) | +0.1% | -6.6% |

## Sources

- rfdtv.com: https://www.rfdtv.com/tight-rin-supplies-could-support-renewable-diesel-demand

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