# North American biofuels sector contracts amid trade and policy uncertainty

> Government data cited by Reuters shows North American biofuel output, including feedstocks such as canola and soy oil, grew about 60% since 2022. The sector is now contracting amid trade and policy uncertainty.

- Date: 2025-03-20 · published 2025-03-20T12:00:00.000Z
- Category: policy · region North America · magnitude medium
- Page: https://feedsoft.ai/events/15134-north-american-biofuels-sector-contracts-amid-trade-and-policy-uncertainty
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Canola Meal](https://feedsoft.ai/c/CANMEAL.md)

## Why it matters

A shrinking biofuel sector reduces demand for vegetable oils used as feedstock, which weighs on soybean oil and canola prices.

## Read by commodity

- SBO: bearish ▼
- CANMEAL: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| 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 | 2026-02-03 | [Grain trader ADM's 2026 profit forecast lags expectations amid US biofuel policy uncertainty \| Reuters](https://feedsoft.ai/events/15053-grain-trader-adm-s-2026-profit-forecast-lags-expectations-amid-us-biofuel.md) | +3.1% | +12.2% |
| 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% |
| SBO | 2025-02-05 | [Biofuels face uncertainty after record year](https://feedsoft.ai/events/26047-biofuels-face-uncertainty-after-record-year.md) | +1.5% | -3.0% |

## Sources

- reuters.com: https://www.reuters.com/business/energy/north-american-biofuels-sector-contracts-amid-trade-policy-uncertainty-2025-03-20/

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