# EPA proposes full reallocation of refinery biofuel exemptions

> The US EPA proposed requiring larger refiners to take on 100% of the biofuel blending obligations waived for small refineries. The waivers cover about 1.76 billion RINs granted to 29 refineries for 2025; the EPA is considering assigning the obligations across 2026 and 2027 or entirely to 2027, with comments open until December 4.

- Date: 2026-11-11 · published 2026-11-11T15:30:03.825Z
- Category: policy · region US · magnitude medium
- Page: https://feedsoft.ai/events/93780-epa-proposes-full-reallocation-of-refinery-biofuel-exemptions
- Commodities: [Corn](https://feedsoft.ai/c/CORN.md), [Soybean Oil](https://feedsoft.ai/c/SBO.md), [Ethanol](https://feedsoft.ai/c/ETHANOL.md)

## Why it matters

Reallocating the obligations would preserve mandated demand for ethanol and biodiesel, supporting demand for corn and soybean oil feedstocks versus a scenario where the exemptions reduce blending. The effect depends on the final rule and timing of compliance.

## Read by commodity

- SBO: bullish ▲
- CORN: bullish ▲
- ETHANOL: bullish ▲

## Similar past events

| Commodity | Date | Event | 5-day % | 20-day % |
| --- | --- | --- | --- | --- |
| CORN | 2025-09-16 | [EPA Proposes Renewable Fuel Standards Supplemental Rule, Addresses Small Refinery Exemptions \| US EPA](https://feedsoft.ai/events/15087-epa-proposes-renewable-fuel-standards-supplemental-rule-addresses-small.md) | -0.3% | -2.6% |
| CORN | 2019-11-28 | [National Biodiesel Board urges EPA to account for small refinery exemptions - Biofuels International Magazine](https://feedsoft.ai/events/55927-national-biodiesel-board-urges-epa-to-account-for-small-refinery-exemptions.md) | +1.1% | +3.4% |
| CORN | 2019-02-04 | [Growth Energy Files Federal Lawsuit Against EPA on Small Refinery Exemptions](https://feedsoft.ai/events/60463-growth-energy-files-federal-lawsuit-against-epa-on-small-refinery-exemptions.md) | -1.0% | -0.8% |
| CORN | 2020-01-01 | [Tenth Circuit Court Strikes Down EPA Small Refinery Exemptions](https://feedsoft.ai/events/54951-tenth-circuit-court-strikes-down-epa-small-refinery-exemptions.md) | -0.6% | -0.2% |
| CORN | 2019-08-23 | [Trump Administration May Consider Reallocating Biofuels Gallons Lost to Small-Refinery Waivers](https://feedsoft.ai/events/57448-trump-administration-may-consider-reallocating-biofuels-gallons-lost-to-small.md) | +1.8% | +1.4% |
| SBO | 2025-09-16 | [EPA Proposes Renewable Fuel Standards Supplemental Rule, Addresses Small Refinery Exemptions \| US EPA](https://feedsoft.ai/events/15087-epa-proposes-renewable-fuel-standards-supplemental-rule-addresses-small.md) | -4.3% | -2.4% |
| SBO | 2019-11-28 | [National Biodiesel Board urges EPA to account for small refinery exemptions - Biofuels International Magazine](https://feedsoft.ai/events/55927-national-biodiesel-board-urges-epa-to-account-for-small-refinery-exemptions.md) | -0.3% | +14.4% |
| SBO | 2025-11-06 | [Protect the Proposed RVO Volumes Through Full Reallocation](https://feedsoft.ai/events/15071-protect-the-proposed-rvo-volumes-through-full-reallocation.md) | +1.3% | +4.5% |

## Sources

- tankstorage.com: https://tankstorage.com/news/epa-proposes-full-reallocation-of-refinery-biofuel-exemptions/

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