EPA Renewable Fuel Shift May Increase Cost Of Compliance - Oil, Gas & Electricity

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.

• Dec 12, 2023EPA Proposes Renewable Energy Credits For EV Manufacturers - Renewables - United States-0.3%
• Apr 5, 2019The Unintended Consequences of the Renewable Fuel Standard | RealClearEnergy-0.8%
• Mar 15, 2018News, Notices and Announcements for the Renewable Fuel Standard | US EPA+1.9%
• Mar 6, 2018Oil, agriculture and the environment deserve an improved Renewable Fuel Standard-1.4%
• Dec 21, 2016The Renewable Fuel Standard (RFS): Waiver Authority and Modification of Volumes-3.3%

After 27 past neutral policy events, ULSD / Diesel moved a median -1.4% over 5 sessions (41% higher; middle half -4.3% to +2.6%), and -4.6% over 20.

• Jun 1, 2026Renewable fuel credit prices hit records on U.S. biofuel mandates, oil market volatility+1.7%
• Sep 2, 2026CBOT soybean oil rises 7.2% as EPA reallocation shifts biofuel outlook | S&P Global+2.7%
• Apr 26, 2019Minister: Govt to intervene in event of steep palm oil, biofuel price hike | Malay Mail-1.2%
• Apr 2, 2019IMO 2020 In-Depth: How Will the New Compliant Marine Fuels Be Valued by the Marketplace? — Ship & Bunker+3.4%
• Oct 19, 2023US oil refiners crank out diesel, further squeezing margins for gasoline-4.4%