
Canadian renewable-diesel capacity expanded from zero to nearly 2.4 billion liters annually by 2025, and combined biodiesel and renewable-diesel output averaged 150 million liters per month in the first seven months of 2026. Canadian plants used about 800,000 tonnes of vegetable oil in that period, more than double the year-earlier volume and close to cereal-grain use of roughly 860,000 tonnes.
Expanding renewable-diesel production is increasing demand for vegetable-oil feedstocks and broadening competition with grain-based ethanol. That demand growth is supportive for relevant oilseed and grain feedstocks, though policy uncertainty and volatile plant output may limit the effect.
After 318 past bullish policy events, Corn moved a median -0.1% over 5 sessions (48% higher; middle half -1.4% to +1.5%), 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.