EPA Targets CARB as Renewable Diesel Capacity Runs Ahead of Margins
The most consequential shift in U.S. regulatory posture came today with the Trump administration’s proposal to repeal the 2009 “Endangerment Finding,” effectively removing the EPA’s legal mandate to regulate vehicle greenhouse gas emissions. The move, announced in Indianapolis by EPA head Zeldin and Energy Secretary Wright, sets the stage for a legal confrontation with California and other LCFS-aligned states. More importantly for the biofuels complex, the EPA appears ready to assert the federal GREET model as the national standard for life-cycle emissions—directly challenging CARB’s methodology and potentially reshaping CI scoring for RD and SAF compliance across state and federal programs. The Washington Post covered the repeal announcement in detail here: https://www.washingtonpost.com/business/2025/07/29/trump-climate-epa-endangerment-zeldin/d7709718-6c8b-11f0-aab6-8141d7095676_story.html
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