# Renewable Fuel Rule Could Restore 770M RINs

> EPA held a virtual hearing on a proposal to reallocate 770 million renewable fuel credits (RINs) that were exempted through small refinery exemptions. Renewable fuel groups testified in support of full reallocation, while Clean Fuels Alliance America proposed splitting the volumes equally between 2026 and 2027.

- Date: 2026-11-04 · published 2026-11-05T03:13:14.915Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/81085-renewable-fuel-rule-could-restore-770m-rins
- Commodities: [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Corn](https://feedsoft.ai/c/CORN.md)

## Why it matters

Carried-forward credits would reduce near-term demand for newly produced biofuels, which weakens demand for soybean oil and other feedstocks. The final decision on how much is reallocated will determine how much the biofuel mandate tightens.

## Read by commodity

- SBO: bearish ▼
- CORN: neutral

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| SBO | 2023-06-29 | [EPA’s renewable fuel rule called ‘missed opportunity’ \| The Western Producer](https://feedsoft.ai/events/35586-epa-s-renewable-fuel-rule-called-missed-opportunity-the-western-producer.md) | +8.3% | +13.9% |
| SBO | 2024-11-04 | [How a Harris or Trump US presidential win could shape the renewable fuel sector - Fastmarkets](https://feedsoft.ai/events/15165-how-a-harris-or-trump-us-presidential-win-could-shape-the-renewable-fuel-sector.md) | +5.2% | -6.9% |
| SBO | 2023-06-29 | [U.S. renewable fuel mandate muddies demand outlook - Manitoba Co-operator](https://feedsoft.ai/events/35587-u-s-renewable-fuel-mandate-muddies-demand-outlook-manitoba-co-operator.md) | +8.3% | +13.9% |
| SBO | 2023-10-27 | [D4 Production, Renewable Diesel, and RINs - The Jacobsen](https://feedsoft.ai/events/15269-d4-production-renewable-diesel-and-rins-the-jacobsen.md) | -0.7% | +6.4% |
| SBO | 2023-07-05 | [Renewable Fuel Standard final rule – 2023, 2024, 2025: increases short of expectations \| News \| farmweeknow.com](https://feedsoft.ai/events/15292-renewable-fuel-standard-final-rule-2023-2024-2025-increases-short-of.md) | +0.5% | -1.8% |
| CORN | 2018-01-18 | [RINs part of a political battle of renewable fuels – Ohio Ag Net \| Ohio's Country Journal](https://feedsoft.ai/events/66864-rins-part-of-a-political-battle-of-renewable-fuels-ohio-ag-net-ohio-s-country.md) | +0.7% | +1.7% |
| CORN | 2017-12-14 | [A Look at the 2018 Renewable Fuel Standards - NATSO](https://feedsoft.ai/events/67353-a-look-at-the-2018-renewable-fuel-standards-natso.md) | +2.3% | +2.4% |
| CORN | 2019-04-05 | [The Unintended Consequences of the Renewable Fuel Standard \| RealClearEnergy](https://feedsoft.ai/events/59466-the-unintended-consequences-of-the-renewable-fuel-standard-realclearenergy.md) | -1.7% | -1.7% |

## Sources

- wearehome.org: https://wearehome.org/world/us/2026/11/04/epa-renewable-fuel-reallocation-hearing

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