# Biofuel feedstocks supply and demand - two key challenges - Fastmarkets

> Fastmarkets outlines two main challenges for biofuel markets: feedstock supply limits as renewable diesel capacity in the US is forecast to double within six months, and legislative uncertainty around small refinery exemptions and mandate releases. Feedstock demand is expected to exceed domestic fats, oils and greases supply.

- Date: 2022-04-26 · published 2022-04-26T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/15399-biofuel-feedstocks-supply-and-demand-two-key-challenges-fastmarkets
- 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

Surging demand for vegetable oils and fats from renewable diesel and SAF producers tightens feedstock supply, supporting soybean oil and other oil prices and raising the pull on oilseed supplies.

## Read by commodity

- SBO: bullish ▲
- SOY: bullish ▲
- PALMOIL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2022-08-11 | [Vegetable oils: Supply stress and biofuel blending mandates drive demand for soybean oil - Fastmarkets](https://feedsoft.ai/events/40126-vegetable-oils-supply-stress-and-biofuel-blending-mandates-drive-demand-for.md) | -1.9% | +0.4% |
| SBO | 2026-06-16 | [The 45Z reckoning: what the finalization of US biofuel policy means for every feedstock in the supply chain - Fastmarkets](https://feedsoft.ai/events/15014-the-45z-reckoning-what-the-finalization-of-us-biofuel-policy-means-for-every.md) | -1.5% | +5.5% |
| SBO | 2026-10-20 | [U.S. Biofuel RIN Gap Keeps a Bid Under Soybean Oil Feedstock Demand](https://feedsoft.ai/events/14989-u-s-biofuel-rin-gap-keeps-a-bid-under-soybean-oil-feedstock-demand.md) | +0.2% | — |
| SBO | 2026-08-27 | [Biofuel Plants Near Capacity As Feedstock Demand Grows - RFD](https://feedsoft.ai/events/15001-biofuel-plants-near-capacity-as-feedstock-demand-grows-rfd.md) | +8.0% | +1.3% |
| SBO | 2026-02-05 | [Stronger Support For Domestic Feedstocks in Biofuels](https://feedsoft.ai/events/15049-stronger-support-for-domestic-feedstocks-in-biofuels.md) | +1.5% | +10.8% |
| SOY | 2026-08-27 | [Biofuel Plants Near Capacity As Feedstock Demand Grows - RFD](https://feedsoft.ai/events/15001-biofuel-plants-near-capacity-as-feedstock-demand-grows-rfd.md) | +3.8% | +5.0% |
| SOY | 2026-02-05 | [Stronger Support For Domestic Feedstocks in Biofuels](https://feedsoft.ai/events/15049-stronger-support-for-domestic-feedstocks-in-biofuels.md) | +2.9% | +6.5% |
| SOY | 2021-01-05 | [Corn, soybean futures rally on low supply, Argentina export ban - Fastmarkets](https://feedsoft.ai/events/11543-corn-soybean-futures-rally-on-low-supply-argentina-export-ban-fastmarkets.md) | +4.4% | +2.9% |

## Sources

- fastmarkets.com: https://www.fastmarkets.com/insights/biofuels-feedstocks-supply-and-demand-two-key-challenges/

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