US renewable diesel production faces headwinds from high feedstock costs

After 842 past bullish policy events, Soybean Oil moved a median +0.2% over 5 sessions (52% higher; middle half -1.6% to +2.1%), and -0.5% over 20.

• Aug 19, 2021Marathon Petroleum Corp., ADM Announce Feedstock Partnership to Support Renewable Diesel Production-4.3%
• Sep 21, 2020Analysis: High credit values outweigh cost of production for US renewable distillates | S&P Global-6.8%
• Sep 11, 2026Biodiesel Producers Prepare for Higher US Renewable Fuel Requirements+0.2%
• Aug 7, 2025Analysis of Feedstock Policy on U.S. Renewable Fuels Production | Stillwater Associates-0.3%
• Aug 22, 2023Don’t write-off renewable diesel; feedstock demand is only in the-1.1%

After 356 past bullish policy events, Soybeans moved a median +0.1% over 5 sessions (53% higher; middle half -1.2% to +2.3%), and -0.9% over 20.

• Aug 19, 2021Marathon Petroleum Corp., ADM Announce Feedstock Partnership to Support Renewable Diesel Production-0.9%
• Sep 11, 2026Biodiesel Producers Prepare for Higher US Renewable Fuel Requirements+3.1%
• Jul 17, 2023Renewable diesel holds promising potential+0.4%
• Mar 3, 2021Insight: Renewable diesel boom highlights challenges in clean-energy transition | Reuters+1.9%
• Mar 1, 2026Rewriting the RFS Playbook: The Impact of No Half-RIN and Higher RVOs on Projected Biomass-Based Diesel Production and Feedstock Use for 2026-2027+2.4%