# Rewriting the RFS Playbook: The Impact of Final RVOs on Projected D4 Biomass-Based Diesel RIN Generation for 2026-2027

> Farmdoc daily analysts project D4 biomass-based diesel RIN generation for 2026-2027 using balance sheets updated with 2025 data and the final RVOs. The article notes the final rule keeps 70% SRE reallocation and delays the half-RIN penalty on imports until 2028 or later. The authors describe the RVO increases as unprecedented in RFS history.

- Date: 2026-05-01 · published 2026-05-01T12:00:00.000Z
- Category: report · region US · magnitude medium
- Page: https://feedsoft.ai/events/15032-rewriting-the-rfs-playbook-the-impact-of-final-rvos-on-projected-d4-biomass
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

Projected RIN generation indicates how much domestic feedstock and oil will be pulled into biodiesel, which bears directly on soybean oil demand and prices.

## Read by commodity

- SBO: bullish ▲
- SOY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2021-01-26 | [Biomass-Based Diesel Volumes on the Rise \| Clean Fuels Conference 2027](https://feedsoft.ai/events/49019-biomass-based-diesel-volumes-on-the-rise-clean-fuels-conference-2027.md) | +5.4% | +12.8% |
| SBO | 2022-03-24 | [EIA projects U.S. renewable diesel supply to surpass biodiesel in AEO2022 -
		U.S. Energy Information Administration (EIA)](https://feedsoft.ai/events/15408-eia-projects-u-s-renewable-diesel-supply-to-surpass-biodiesel-in-aeo2022-u-s.md) | -3.0% | +263.0% |
| SBO | 2023-11-03 | [Increased Renewable Diesel Production is Attracting Competition for Soybean Oil](https://feedsoft.ai/events/15258-increased-renewable-diesel-production-is-attracting-competition-for-soybean-oil.md) | +2.0% | +6.9% |
| SBO | 2021-07-22 | [US renewable diesel capacity projected to hit 5.1 billion gallons per year by 2024](https://feedsoft.ai/events/45934-us-renewable-diesel-capacity-projected-to-hit-5-1-billion-gallons-per-year-by.md) | +0.7% | -3.5% |
| SBO | 2021-02-27 | [The US produced more than 1.8 billion gallons of biodiesel in 2020](https://feedsoft.ai/events/48732-the-us-produced-more-than-1-8-billion-gallons-of-biodiesel-in-2020.md) | +1.1% | +12.9% |
| SOY | 2023-11-03 | [Increased Renewable Diesel Production is Attracting Competition for Soybean Oil](https://feedsoft.ai/events/15258-increased-renewable-diesel-production-is-attracting-competition-for-soybean-oil.md) | +1.8% | +1.6% |
| SOY | 2022-11-16 | [Renewable diesel projected to turbo charge U.S. biofuel growth – AgriNews](https://feedsoft.ai/events/15355-renewable-diesel-projected-to-turbo-charge-u-s-biofuel-growth-agrinews.md) | -1.9% | +1.7% |
| SOY | 2026-06-11 | [June WASDE increases estimate for 2025-’26 soybean use in biofuel production  \| Biomass Magazine](https://feedsoft.ai/events/15021-june-wasde-increases-estimate-for-2025-26-soybean-use-in-biofuel-production.md) | +0.8% | +6.5% |

## Sources

- farmdocdaily.illinois.edu: https://farmdocdaily.illinois.edu/2026/04/rewriting-the-rfs-playbook-the-impact-of-final-rvos-on-projected-d4-biomass-based-diesel-rin-generation-for-2026-2027.html

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