# To Tariff or Not to Tariff? Unstable Biofuels Market Brings Challenges

> Analysis of the market turmoil from Trump's threatened tariffs on Mexico and Canada, which were paused at the last moment, and China's added 10% tariff. It notes Canadian canola and imported grease were quickly reassessed as less viable US biofuel feedstocks under RFS2, increasing reliance on domestic feedstocks.

- Date: 2025-02-06 · published 2025-02-06T12:00:00.000Z
- Category: trade · region US · magnitude medium
- Page: https://feedsoft.ai/events/26123-to-tariff-or-not-to-tariff-unstable-biofuels-market-brings-challenges
- Commodities: [Canola Meal](https://feedsoft.ai/c/CANMEAL.md), [Soybean Oil](https://feedsoft.ai/c/SBO.md)

## Why it matters

Reduced access for Canadian canola and imported grease to US biofuel demand shifts feedstock flows toward domestic soybean oil, supporting US soy oil and weakening canola demand.

## Read by commodity

- SBO: bullish ▲
- CANMEAL: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2019-10-08 | [Canadian canola exporters look to EU biofuel market](https://feedsoft.ai/events/56541-canadian-canola-exporters-look-to-eu-biofuel-market.md) | -0.4% | +6.2% |
| SBO | 2019-02-11 | [EU to tighten palm oil for biofuels rules](https://feedsoft.ai/events/60633-eu-to-tighten-palm-oil-for-biofuels-rules.md) | -3.0% | -4.8% |
| SBO | 2019-01-29 | [EU seeks to soothe U.S. by clearing soybeans for biofuel](https://feedsoft.ai/events/60970-eu-seeks-to-soothe-u-s-by-clearing-soybeans-for-biofuel.md) | -0.6% | -0.7% |
| SBO | 2017-10-25 | [Indonesia to Challenge U.S Antidumping Duty on Biodiesel - The Insiders Stories](https://feedsoft.ai/events/68339-indonesia-to-challenge-u-s-antidumping-duty-on-biodiesel-the-insiders-stories.md) | +1.2% | -0.5% |
| SBO | 2017-08-24 | [Markets respond to US duties on Argentine and Indonesian biodiesel - Biofuels International Magazine](https://feedsoft.ai/events/69541-markets-respond-to-us-duties-on-argentine-and-indonesian-biodiesel-biofuels.md) | -1.1% | -1.8% |

## Sources

- resourcewise.com: https://www.resourcewise.com/blog/environmental-blog/to-tariff-or-not-to-tariff-unstable-biofuels-market-brings-challenges

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