# 'Unprecedented' Increase Needed in D4 RIN Generation to Meet 2026-27 RVOs: Analysis - OPIS, A Dow Jones Company

> Analysts Scott Irwin and Todd Hubbs estimate the biomass-based diesel industry must raise net D4 RIN generation 55% in 2026 and 67% in 2027 from 2025 levels to meet the RVOs. They cite a D6 pull and ongoing export retirements as drivers.

- Date: 2026-05-12 · published 2026-05-12T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/15028-unprecedented-increase-needed-in-d4-rin-generation-to-meet-2026-27-rvos
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Palm Oil](https://feedsoft.ai/c/PALMOIL.md)

## Why it matters

The required D4 RIN increase signals strong demand for biomass-based diesel feedstocks, supporting soybean oil prices and vegetable oil imports.

## Read by commodity

- SBO: bullish ▲
- PALMOIL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| 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% |
| SBO | 2021-02-05 | [2020 Energy Prices Complicated by Ag Products, Renewable Credits and Other Relationships - OPIS, A Dow Jones Company](https://feedsoft.ai/events/48514-2020-energy-prices-complicated-by-ag-products-renewable-credits-and-other.md) | +1.4% | +10.6% |
| SBO | 2020-03-09 | [The Biodiesel Tax Credit: What Does the New Extension Mean? - OPIS, A Dow Jones Company](https://feedsoft.ai/events/54003-the-biodiesel-tax-credit-what-does-the-new-extension-mean-opis-a-dow-jones.md) | -8.3% | -7.2% |
| SBO | 2018-03-19 | [Biofuels Industry and Regulatory Policies in 2018  - OPIS, A Dow Jones Company](https://feedsoft.ai/events/65892-biofuels-industry-and-regulatory-policies-in-2018-opis-a-dow-jones-company.md) | -1.8% | -2.5% |
| SBO | 2026-07-15 | [Uncertainty Over U.S. Biofuels Policy Muddying Outlook: CoBank - OPIS, A Dow Jones Company](https://feedsoft.ai/events/15010-uncertainty-over-u-s-biofuels-policy-muddying-outlook-cobank-opis-a-dow-jones.md) | -1.3% | -5.0% |
| PALMOIL | 2024-11-07 | [Indonesia confident palm oil production can be increased to meet biofuel demand \| Reuters](https://feedsoft.ai/events/8037-indonesia-confident-palm-oil-production-can-be-increased-to-meet-biofuel-demand.md) | +0.4% | +1.8% |
| PALMOIL | 2026-03-17 | [Indonesia Could Face Obstacles in Advancing Higher Biofuel Blends: Sources - OPIS, A Dow Jones Company](https://feedsoft.ai/events/15484-indonesia-could-face-obstacles-in-advancing-higher-biofuel-blends-sources-opis.md) | -0.5% | +0.1% |
| PALMOIL | 2025-10-18 | [Palm Oil News - B50 Biodiesel Blend Increase Could Press Palm Oil FFB Prices, UI Researcher's Analysis](https://feedsoft.ai/events/15524-palm-oil-news-b50-biodiesel-blend-increase-could-press-palm-oil-ffb-prices-ui.md) | -0.7% | -6.5% |

## Sources

- opis.com: https://www.opis.com/resources/energy-market-news-from-opis/unprecedented-increase-needed-in-d4-rin-generation-to-meet-2026-27-rvos-analysis/

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