# CA LCFS Q2 2026: Bank Falls To 34.80 MMT; CCarbon Achieves ~99% Credit Bank Accuracy

> 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.

- Date: 2026-11-03 · published 2026-11-03T12:12:49.992Z
- Category: report · region US · magnitude low
- Page: https://feedsoft.ai/events/77610-ca-lcfs-q2-2026-bank-falls-to-34-80-mmt-ccarbon-achieves-99-credit-bank-accuracy
- Commodities: [Soybeans](https://feedsoft.ai/c/SOY.md), [Canola Meal](https://feedsoft.ai/c/CANMEAL.md), [Soybean Oil](https://feedsoft.ai/c/SBO.md), [ULSD / Diesel](https://feedsoft.ai/c/DIESEL.md)

## Why it matters

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.

## Read by commodity

- SBO: bullish ▲
- DIESEL: neutral
- CANMEAL: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SOY | 2021-10-14 | [2021 U.S. Farm Income Expected To Increase - MinnStar Bank](https://feedsoft.ai/events/44526-2021-u-s-farm-income-expected-to-increase-minnstar-bank.md) | +4.2% | +0.7% |
| SOY | 2026-03-31 | [Corn still king as farmers plan 95 million acres for 2026 season](https://feedsoft.ai/events/20184-corn-still-king-as-farmers-plan-95-million-acres-for-2026-season.md) | -0.1% | +1.1% |
| SOY | 2020-01-17 | [AgroPages-CRU Fertilizers top ten calls for 2020-Agricultural news](https://feedsoft.ai/events/55013-agropages-cru-fertilizers-top-ten-calls-for-2020-agricultural-news.md) | -2.4% | -3.3% |
| SOY | 2026-05-07 | [Alto (ALTO) Q1 2026 Earnings Call Transcript \| The Motley Fool](https://feedsoft.ai/events/19241-alto-alto-q1-2026-earnings-call-transcript-the-motley-fool.md) | +3.1% | -4.2% |
| SOY | 2022-03-07 | [2021 Crop Yields Were Mixed Across The Midwest - MinnStar Bank](https://feedsoft.ai/events/13374-2021-crop-yields-were-mixed-across-the-midwest-minnstar-bank.md) | +0.9% | -5.6% |
| SBO | 2021-04-21 | [Argentina soybean output lowered to 45m mt, 2021/22 at 51.5m mt - Fastmarkets](https://feedsoft.ai/events/47429-argentina-soybean-output-lowered-to-45m-mt-2021-22-at-51-5m-mt-fastmarkets.md) | +8.7% | +13.3% |
| SBO | 2024-02-05 | [Argentina's 2023 soyabean crushing fell to lowest level in almost two…](https://feedsoft.ai/events/13936-argentina-s-2023-soyabean-crushing-fell-to-lowest-level-in-almost-two.md) | +2.6% | -0.5% |
| SBO | 2023-12-28 | [Latin American soy crush to rise in 2024 on crop recovery, higher biodiesel mandate](https://feedsoft.ai/events/32785-latin-american-soy-crush-to-rise-in-2024-on-crop-recovery-higher-biodiesel.md) | -0.8% | -2.9% |

## Sources

- ccarbon.info: https://www.ccarbon.info/article/ca-lcfs-q2-2026-bank-falls-to-34-80-mmt-ccarbon-achieves-99-credit-bank-accuracy/
- ccarbon.info: https://www.ccarbon.info/article/ca-lcfs-q2-2026-bank-falls-to-34-80-mmt-ccarbon-achieves-99-credit-bank-accuracy/?lp=&tp=ca-lcfs-dashboard

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