# Rewriting the RFS Playbook: The Impact of Final RVOs on Projected Biomass-Based Diesel Feedstock Use for 2026-2027

> farmdoc daily analysts Todd Hubbs and Scott Irwin project the feedstock use implied by final EPA RVOs for 2026 and 2027, focusing on the split between domestic and imported feedstock and soybean oil. They note that EPA finalized the Set 2 rule at the end of March with unprecedented volumes. The analysis says domestic plants would need very high utilization and a recovery in imports that has not yet occurred.

- Date: 2026-07-01 · published 2026-07-01T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/15017-rewriting-the-rfs-playbook-the-impact-of-final-rvos-on-projected-biomass-based
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

Projected soybean oil and other feedstock use under the final RVOs implies strong demand that could tighten oil supplies. Any shortfall in imports would push more demand onto domestic soybean oil.

## Read by commodity

- SBO: bullish ▲
- SOY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2026-03-01 | [Rewriting the RFS Playbook: The Impact of No Half-RIN and Higher RVOs on Projected Biomass-Based Diesel Production and Feedstock Use for 2026-2027](https://feedsoft.ai/events/15048-rewriting-the-rfs-playbook-the-impact-of-no-half-rin-and-higher-rvos-on.md) | +4.6% | -1.4% |
| SBO | 2026-02-25 | [Rewriting the RFS Playbook: The Impact of No Half-RIN and Higher RVOs on Projected Biomass-Based Diesel Production and Feedstock Use for 2026–2027](https://feedsoft.ai/events/15052-rewriting-the-rfs-playbook-the-impact-of-no-half-rin-and-higher-rvos-on.md) | +2.8% | -1.6% |
| SBO | 2025-11-24 | [Rewriting the RFS Playbook: Revised RVOs Backload Projected Biomass-Based Diesel Production and Feedstock Use into 2027 - farmdoc daily](https://feedsoft.ai/events/15077-rewriting-the-rfs-playbook-revised-rvos-backload-projected-biomass-based-diesel.md) | +2.6% | -3.6% |
| SBO | 2025-10-29 | [Rewriting the RFS Playbook: The Impact of Recent EPA Decisions on 2023-2027 RVOs for Biomass-Based Diesel - farmdoc daily](https://feedsoft.ai/events/15078-rewriting-the-rfs-playbook-the-impact-of-recent-epa-decisions-on-2023-2027-rvos.md) | -2.1% | -1.3% |
| SBO | 2026-06-25 | [Biomass-Based Diesel Feedstock Demand Projected to Climb 57% in 2026, 81% in 2027: Analysis - OPIS, A Dow Jones Company](https://feedsoft.ai/events/15015-biomass-based-diesel-feedstock-demand-projected-to-climb-57-in-2026-81-in-2027.md) | -2.0% | +7.3% |
| SOY | 2026-03-01 | [Rewriting the RFS Playbook: The Impact of No Half-RIN and Higher RVOs on Projected Biomass-Based Diesel Production and Feedstock Use for 2026-2027](https://feedsoft.ai/events/15048-rewriting-the-rfs-playbook-the-impact-of-no-half-rin-and-higher-rvos-on.md) | +2.4% | +0.2% |
| SOY | 2026-02-25 | [Rewriting the RFS Playbook: The Impact of No Half-RIN and Higher RVOs on Projected Biomass-Based Diesel Production and Feedstock Use for 2026–2027](https://feedsoft.ai/events/15052-rewriting-the-rfs-playbook-the-impact-of-no-half-rin-and-higher-rvos-on.md) | +1.4% | +1.4% |
| SOY | 2025-11-24 | [Rewriting the RFS Playbook: Revised RVOs Backload Projected Biomass-Based Diesel Production and Feedstock Use into 2027 - farmdoc daily](https://feedsoft.ai/events/15077-rewriting-the-rfs-playbook-revised-rvos-backload-projected-biomass-based-diesel.md) | +0.3% | -6.4% |

## Sources

- farmdocdaily.illinois.edu: https://farmdocdaily.illinois.edu/2026/06/rewriting-the-rfs-playbook-the-impact-of-final-rvos-on-projected-biomass-based-diesel-feedstock-use-for-2026-2027.html

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