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Stillwater Associates analysis finds domestic renewable fuel capacity in 2025 exceeds 2024 domestic feedstock supply by 87%. It warns that EPA's RFS Set II proposal and 45Z credit restrictions on foreign feedstocks could idle plants, raise RIN prices and fuel costs.
Restricting imported feedstocks like used cooking oil and tallow tightens fat and oil supplies, supporting vegetable oil and animal fat prices while reducing feedstock flexibility for biofuel producers.
stillwaterassociates.comLisa FitzPatrickAug 7, 2025After 842 past bullish policy events, Soybean Oil moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), and -0.5% over 20.
Not enough comparable past events yet for a historical read.
After 548 past bullish policy events, Palm Oil moved a median +0.4% over 5 sessions (61% higher; middle half -0.7% to +2.1%), and +0.9% 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.
