Understanding the Disconnect in the Biofuels Market
Updated: Jun 1
The biofuels market ended the week with a growing disconnect between financial diesel scarcity and physical diesel consumption in the United States. D4 RINs surged to $2.20 for Dec26 and $2.25 for Dec27, extending the move that we highlighted yesterday as compliance economics tightened aggressively against refiners. At current values, the RIN market is no longer a secondary compliance cost. It is becoming a direct transfer of margin away from standalone refining and toward renewable fuel producers and integrated blenders. This is politically explosive.
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