Soft Oils Slide, 45Z Stalls—Is Palm Oil the Next Big Winner?
This week’s developments in biofuels policy and pricing offer a glimpse into a sector navigating both regulatory gridlock and shifting feedstock dynamics. On the U.S. front, the much-anticipated “big and beautiful” biofuels bill has stalled in the House Budget Committee, delaying proposed reforms to the 45Z clean fuel production credit. D4 RINs traded flat at 1.065, offering no improvement to screen biodiesel crush margins, which remain negative at –44 cents per gallon. Meanwhile, CARB has requested an early effective date of July 1 for its revised Low Carbon Fuel Standard (LCFS), signaling California’s determination to press ahead on transport decarbonization despite federal inaction.
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