# The 45Z reckoning: what the finalization of US biofuel policy means for every feedstock in the supply chain - Fastmarkets

> Fastmarkets reports that USDA is expected to publish technical feedstock guidelines for the 45Z Clean Fuel Production Credit this summer, after Secretary Brooke Rollins said so at a June 10 House Agriculture Committee hearing. The credit's value depends on lifecycle carbon intensity calculated through the GREET model and the pending USDA Feedstock Carbon Intensity Calculator. The article says the finalized rules will reshape the feedstock hierarchy, favoring domestic soybean oil and disqualifying Chinese used cooking oil.

- Date: 2026-06-16 · published 2026-06-16T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/15014-the-45z-reckoning-what-the-finalization-of-us-biofuel-policy-means-for-every
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md)

## Why it matters

Once the calculator is published, producers can value feedstocks by credit per gallon, which should shift demand toward domestic soybean oil and away from imported used cooking oil. That supports soybean oil prices against a backdrop of record blending mandates.

## Read by commodity

- SBO: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| 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% |
| SBO | 2026-06-01 | [The low-carbon feedstock squeeze: why UCO, tallow and animal fats are becoming the most fought-over commodities in US biofuels  - Fastmarkets](https://feedsoft.ai/events/18931-the-low-carbon-feedstock-squeeze-why-uco-tallow-and-animal-fats-are-becoming.md) | -2.0% | -6.1% |
| SBO | 2026-06-23 | [Updated 45Z GREET model narrows feedstock hierarchy as supply constraints move into focus - Fastmarkets](https://feedsoft.ai/events/18894-updated-45z-greet-model-narrows-feedstock-hierarchy-as-supply-constraints-move.md) | -0.9% | +8.3% |
| SBO | 2024-08-05 | [US Sen. Marshall leads letter calling for domestic feedstocks only in 45Z biofuel tax credit](https://feedsoft.ai/events/15194-us-sen-marshall-leads-letter-calling-for-domestic-feedstocks-only-in-45z.md) | +1.0% | +0.7% |
| SBO | 2021-03-01 | [CERAWEEK Biofuel leaders highlight policy, feedstock innovation in industry’s future](https://feedsoft.ai/events/48001-ceraweek-biofuel-leaders-highlight-policy-feedstock-innovation-in-industry-s.md) | +1.1% | +12.9% |

## Sources

- fastmarkets.com: https://www.fastmarkets.com/insights/the-45z-reckoning-what-the-finalization-of-us-biofuel-policy-means-for-every-feedstock-in-the-supply-chain/

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