# Analysis of Feedstock Policy on U.S. Renewable Fuels Production | Stillwater Associates

> 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.

- Date: 2025-08-07 · published 2025-08-07T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/15099-analysis-of-feedstock-policy-on-u-s-renewable-fuels-production-stillwater
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Meat & Bone Meal](https://feedsoft.ai/c/MBM.md), [Palm Oil](https://feedsoft.ai/c/PALMOIL.md)

## Why it matters

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.

## Read by commodity

- MBM: bullish ▲
- SBO: bullish ▲
- PALMOIL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2020-09-21 | [Analysis: High credit values outweigh cost of production for US renewable distillates \| S&P Global](https://feedsoft.ai/events/50991-analysis-high-credit-values-outweigh-cost-of-production-for-us-renewable.md) | -6.8% | -6.4% |
| SBO | 2021-08-11 | [US renewable diesel production faces headwinds from high feedstock costs](https://feedsoft.ai/events/45443-us-renewable-diesel-production-faces-headwinds-from-high-feedstock-costs.md) | -2.5% | -10.6% |
| SBO | 2021-04-09 | [U.S. renewable fuels market could face feedstock deficit \| Reuters](https://feedsoft.ai/events/47456-u-s-renewable-fuels-market-could-face-feedstock-deficit-reuters.md) | +0.3% | +16.2% |
| SBO | 2020-10-05 | [US refiners accelerate transition to renewable fuels production \| Oil & Gas Journal](https://feedsoft.ai/events/50511-us-refiners-accelerate-transition-to-renewable-fuels-production-oil-and-gas.md) | +6.9% | +5.2% |
| SBO | 2021-08-17 | [Renewable fuel companies edge out some refiners on feedstock](https://feedsoft.ai/events/11368-renewable-fuel-companies-edge-out-some-refiners-on-feedstock.md) | -8.0% | -11.7% |
| PALMOIL | 2020-10-05 | [US refiners accelerate transition to renewable fuels production \| Oil & Gas Journal](https://feedsoft.ai/events/50511-us-refiners-accelerate-transition-to-renewable-fuels-production-oil-and-gas.md) | +6.3% | +8.1% |
| PALMOIL | 2020-09-29 | [Pertamina adding renewable fuels production at two refineries \| Oil & Gas Journal](https://feedsoft.ai/events/51008-pertamina-adding-renewable-fuels-production-at-two-refineries-oil-and-gas.md) | -5.6% | +1.6% |
| PALMOIL | 2021-06-07 | [Renewables Growth Prompts A Feedstock Demand Surge \| Seeking Alpha](https://feedsoft.ai/events/46720-renewables-growth-prompts-a-feedstock-demand-surge-seeking-alpha.md) | -7.7% | -8.9% |

## Sources

- stillwaterassociates.com: https://stillwaterassociates.com/analysis-of-feedstock-policy-on-u-s-renewable-fuels-production/

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