
Environment and Climate Change Canada reported that about 67% of low-carbon fuel compliance credits generated in 2025 came from imported fuel, mostly from the US. Canadian-produced fuels accounted for the remaining 33%.
Ottawa is proposing changes to make Canadian-made low-carbon fuels more financially attractive.
Heavy reliance on US biofuel imports could shift demand toward US ethanol and biodiesel feedstocks, and proposed rule changes could redirect Canadian biofuel demand over time.
After 196 past neutral policy events, Soybean Oil moved a median +0.1% over 5 sessions (52% higher; middle half -1.6% to +2.0%), and -0.5% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.