Global Biofuel Shake-Up: RVOs’ New Rules Hit Foreign Players Hard
The EPA’s newly proposed Renewable Volume Obligations (RVOs) for 2026 and 2027 mark a seismic shift in U.S. biofuels policy, not just by raising the overall blending target to 24.02 billion gallons in 2026, but more consequentially by introducing a 50% haircut on RINs generated from foreign feedstocks or imported fuels. While the headline increase is grabbing attention, the real disruption lies in how this penalizes non-U.S. producers—signaling a return to protectionism in support of American agriculture and biofuel processors.
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