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Fastmarkets reports EPA's Aug. 31 granting of 1.76 billion RINs in 2025 small refinery exemptions, with a proposal to reallocate 100% of the shortfall into 2026-2027 RVOs.
D4 RINs traded around 236 cents after the announcement, recovering from lows near 191-192 cents on Aug. 24.
Clearer RFS outlook supports RIN values and biofuel feedstock demand, which underpins soybean oil and related fats and oils prices.
fastmarkets.comSarah Schneider2026年9月1日在过去 842 次看涨的政策事件之后，豆油 在 5 个交易日内中位数变动 +0.2%（52% 上涨；中间一半区间为 -1.6% 至 +2.1%），20 个交易日内为 -0.5%。
在过去 548 次看涨的政策事件之后，棕榈油 在 5 个交易日内中位数变动 +0.4%（61% 上涨；中间一半区间为 -0.7% 至 +2.1%），20 个交易日内为 +0.9%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件；仅描述已发生的情况，不代表未来走势。不构成投资建议。
EPA's Aug 31 RFS clarity and D4 RIN recovery from ~191 to ~236 cents improved biodiesel/renewable diesel margins, supporting soybean oil demand.
EPA's Aug 31 small refinery exemption decision and RVO reallocation cut US biofuel policy uncertainty, lifting soyoil and spilling over to palm via vegetable oil substitution.
