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CARB data show California's Low Carbon Fuel Standard stayed in deficit in Q2 2026, with 8.15 MMT of credits generated against 10.21 MMT of deficits. The credit bank fell to 34.80 MMT, its fourth straight quarterly decline, as renewable diesel and other pathways increased credit generation.
A persistent LCFS deficit keeps demand for low-carbon fuels such as renewable diesel strong, which indirectly supports vegetable oil feedstock demand. The impact on feed commodity prices is limited.
ccarbon.infoRadhika KhandelwalNov 3, 2026ccarbon.infoRadhika KhandelwalNov 3, 2026After 2,389 past report events, SOY moved a median 0.0% over 5 sessions (50% higher; middle half -1.6% to +1.9%), and +0.1% over 20.
Not enough comparable past events yet for a historical read.
After 296 past bullish report events, SBO moved a median -0.0% over 5 sessions (49% higher; middle half -1.8% to +2.0%), and -0.5% over 20.
After 22 past neutral report events, DIESEL moved a median -0.1% over 5 sessions (50% higher; middle half -3.5% to +2.7%), and -0.2% 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.
