# The Road Ahead: Renewable Diesel & SAF

> D4 RINs have fallen about 64% year over year as renewable diesel and SAF overproduction depresses compliance credit values. Inflexible EPA renewable volume obligations are not growing fast enough to absorb new supply, and new policy incentives are expected in 2025.

- Date: 2024-05-27 · published 2024-05-27T12:00:00.000Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/30342-the-road-ahead-renewable-diesel-and-saf
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md)

## Why it matters

Overproduction of biofuels with weak credit prices reduces the economic pull for soybean oil feedstock, weighing on soyoil demand and prices.

## Read by commodity

- SBO: bearish ▼

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2023-10-27 | [D4 Production, Renewable Diesel, and RINs - The Jacobsen](https://feedsoft.ai/events/15269-d4-production-renewable-diesel-and-rins-the-jacobsen.md) | -0.7% | +6.4% |
| SBO | 2023-07-06 | [New Biofuel Targets Are the End of the Road for Renewable Diesel \| BloombergNEF](https://feedsoft.ai/events/15294-new-biofuel-targets-are-the-end-of-the-road-for-renewable-diesel-bloombergnef.md) | -0.3% | -2.6% |
| SBO | 2025-01-21 | [Renewable diesel boom leveling out - Brownfield Ag News](https://feedsoft.ai/events/15149-renewable-diesel-boom-leveling-out-brownfield-ag-news.md) | +0.5% | +3.0% |
| SBO | 2019-06-25 | [NBB: SREs are harming demand for biodiesel, renewable diesel \| Biomass Magazine](https://feedsoft.ai/events/58473-nbb-sres-are-harming-demand-for-biodiesel-renewable-diesel-biomass-magazine.md) | -1.3% | -1.2% |
| 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% |

## Sources

- research.mobiusriskgroup.com: https://research.mobiusriskgroup.com/p/the-road-ahead-renewable-diesel-and

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