# Biobased Diesel Policy: CoBank Uncertainty Warning | Klean Industries

> CoBank warned that policy uncertainty and tariff disputes are undermining biobased diesel producers. Biodiesel and renewable diesel output fell 41% in January and February versus 2024, due to the loss of the blenders' tax credit and 45Z uncertainty.

- Date: 2025-04-21 · published 2025-04-21T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/15131-biobased-diesel-policy-cobank-uncertainty-warning-klean-industries
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Soybeans](https://feedsoft.ai/c/SOY.md)

## Why it matters

Sharply reduced biodiesel and renewable diesel production cuts demand for vegetable oils, which is bearish for soybean oil prices until policy clarity returns.

## Read by commodity

- SBO: bearish ▼
- SOY: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2026-03-23 | [Renewable Diesel Policy Uncertainty Clouds Soybean Crush Outlook -](https://feedsoft.ai/events/15044-renewable-diesel-policy-uncertainty-clouds-soybean-crush-outlook.md) | +0.7% | +4.1% |
| SBO | 2026-01-30 | [Biofuels policy uncertainty continues to pressure soybean demand and prices - Brownfield Ag News](https://feedsoft.ai/events/15056-biofuels-policy-uncertainty-continues-to-pressure-soybean-demand-and-prices.md) | +0.8% | +9.0% |
| SBO | 2025-03-20 | [North American biofuels sector contracts amid trade and policy uncertainty](https://feedsoft.ai/events/15134-north-american-biofuels-sector-contracts-amid-trade-and-policy-uncertainty.md) | +0.6% | +9.9% |
| SBO | 2026-01-16 | [US soybean oil prices stall amid biofuel policy, 45Z uncertainty: 2026 preview - Fastmarkets](https://feedsoft.ai/events/15055-us-soybean-oil-prices-stall-amid-biofuel-policy-45z-uncertainty-2026-preview.md) | +1.3% | +6.8% |
| SBO | 2019-12-20 | [EPA’s final 2020 RFS rule adds more uncertainty to US biofuel policy - Biofuels International Magazine](https://feedsoft.ai/events/55455-epa-s-final-2020-rfs-rule-adds-more-uncertainty-to-us-biofuel-policy-biofuels.md) | +2.8% | -3.1% |
| SOY | 2026-03-23 | [Renewable Diesel Policy Uncertainty Clouds Soybean Crush Outlook -](https://feedsoft.ai/events/15044-renewable-diesel-policy-uncertainty-clouds-soybean-crush-outlook.md) | -0.2% | +0.4% |
| SOY | 2026-01-30 | [Biofuels policy uncertainty continues to pressure soybean demand and prices - Brownfield Ag News](https://feedsoft.ai/events/15056-biofuels-policy-uncertainty-continues-to-pressure-soybean-demand-and-prices.md) | +3.7% | +7.9% |
| SOY | 2026-01-16 | [US soybean oil prices stall amid biofuel policy, 45Z uncertainty: 2026 preview - Fastmarkets](https://feedsoft.ai/events/15055-us-soybean-oil-prices-stall-amid-biofuel-policy-45z-uncertainty-2026-preview.md) | +1.4% | +7.6% |

## Sources

- kleanindustries.com: https://kleanindustries.com/insights/market-analysis-reports/biobased-diesel-market-policy-uncertainty-cobank-2025/

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