
RINSTAR explains the proposed half-RIN rule, which would cut RIN value to 50% for domestic biofuel made from foreign feedstock and for imported biofuel. It also notes EPA proposed lowering the D4 RIN equivalence for non-ester renewable diesel from 1.7 to 1.6.
Halving RIN value for imported feedstock raises compliance costs for importers and favors domestic soybean oil and FAME biodiesel, supporting domestic oil prices.
After 842 past bullish policy events, SBO moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), and -0.5% over 20.
After 400 past bearish policy events, PALMOIL moved a median -0.0% over 5 sessions (49% higher; middle half -1.3% to +1.1%), and +0.2% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.