# Rewriting the RFS Playbook: Revised RVOs Backload Projected Biomass-Based Diesel Production and Feedstock Use into 2027 - farmdoc daily

> Hubbs and Irwin's farmdoc daily analysis, dated Nov. 24, 2025, projects that revised EPA RVOs, tighter small refinery exemptions and mandatory reallocation will raise 2026-2027 biomass-based diesel production and feedstock use. They find the market impact is heavily backloaded to 2027.

- Date: 2025-11-24 · published 2025-11-24T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/15077-rewriting-the-rfs-playbook-revised-rvos-backload-projected-biomass-based-diesel
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

The increase in feedstock demand is concentrated in 2027, so soybean oil prices may see the strongest support later rather than in the near term.

## Read by commodity

- SBO: bullish ▲
- SOY: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| 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 | 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 | 2026-07-01 | [Rewriting the RFS Playbook: The Impact of Final RVOs on Projected Biomass-Based Diesel Feedstock Use for 2026-2027](https://feedsoft.ai/events/15017-rewriting-the-rfs-playbook-the-impact-of-final-rvos-on-projected-biomass-based.md) | +4.4% | +2.3% |
| 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 | 2026-07-01 | [Rewriting the RFS Playbook: The Impact of Final RVOs on Projected Biomass-Based Diesel Feedstock Use for 2026-2027](https://feedsoft.ai/events/15017-rewriting-the-rfs-playbook-the-impact-of-final-rvos-on-projected-biomass-based.md) | +7.0% | +5.5% |

## Sources

- farmdocdaily.illinois.edu: https://farmdocdaily.illinois.edu/2025/11/rewriting-the-rfs-playbook-revised-rvos-backload-projected-biomass-based-diesel-production-and-feedstock-use-into-2027.html

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