# How the EPA's RIN Policy is Reshaping the U.S. Biofuel Industry

> An AFS Commodities article describes EPA's proposed Set 2 RFS rule for 2026-2027, which would cut RIN value by 50% for imported biofuels and foreign-sourced feedstocks. The rule is described as a shift toward domestic production and energy security.

- Date: 2025-08-26 · published 2025-08-26T12:00:00.000Z
- Category: policy · region US · magnitude high
- Page: https://feedsoft.ai/events/15100-how-the-epa-s-rin-policy-is-reshaping-the-u-s-biofuel-industry
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md), [Palm Oil](https://feedsoft.ai/c/PALMOIL.md)

## Why it matters

Halving RIN value for imported feedstocks would shift demand toward domestic oilseed and fat supplies, supporting domestic vegetable oil prices and reducing import flows.

## Read by commodity

- SBO: bullish ▲
- SOY: bullish ▲
- PALMOIL: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2023-05-04 | [Is the biodiesel industry on the ropes?](https://feedsoft.ai/events/15312-is-the-biodiesel-industry-on-the-ropes.md) | +0.4% | -8.7% |
| SBO | 2026-03-30 | [EPA Sets Record High Biofuel Blending Volumes - Farm Policy News](https://feedsoft.ai/events/15043-epa-sets-record-high-biofuel-blending-volumes-farm-policy-news.md) | +4.8% | +6.2% |
| SBO | 2021-03-01 | [CERAWEEK Biofuel leaders highlight policy, feedstock innovation in industry’s future](https://feedsoft.ai/events/48001-ceraweek-biofuel-leaders-highlight-policy-feedstock-innovation-in-industry-s.md) | +1.1% | +12.9% |
| SBO | 2018-03-19 | [Biofuels Industry and Regulatory Policies in 2018  - OPIS, A Dow Jones Company](https://feedsoft.ai/events/65892-biofuels-industry-and-regulatory-policies-in-2018-opis-a-dow-jones-company.md) | -1.8% | -2.5% |
| SBO | 2022-10-19 | [Grassley, Ernst Urge EPA to Set Robust RFS Blending Volumes to Reflect Biofuel Industry Growth](https://feedsoft.ai/events/15361-grassley-ernst-urge-epa-to-set-robust-rfs-blending-volumes-to-reflect-biofuel.md) | +3.8% | +7.9% |
| SOY | 2023-05-04 | [Is the biodiesel industry on the ropes?](https://feedsoft.ai/events/15312-is-the-biodiesel-industry-on-the-ropes.md) | -0.8% | -8.2% |
| SOY | 2026-03-30 | [EPA Sets Record High Biofuel Blending Volumes - Farm Policy News](https://feedsoft.ai/events/15043-epa-sets-record-high-biofuel-blending-volumes-farm-policy-news.md) | +0.6% | +1.6% |
| SOY | 2026-04-01 | [Policy Updates: EPA sets record high biofuel volumes in Renewable Fuel Standard final rule - Pro Farmer](https://feedsoft.ai/events/15031-policy-updates-epa-sets-record-high-biofuel-volumes-in-renewable-fuel-standard.md) | -0.8% | +1.0% |

## Sources

- afscommodities.com: https://www.afscommodities.com/blog/how-the-epas-rin-policy-is-reshaping-the-u-s-biofuel-industry

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