Trump vs. Grassley Shakes RFS Foundations as Biodiesel Flat Prices Drift Lower into Month-End
The biodiesel and renewable diesel (HVO/RD) markets ended July under pressure, but it was politics—not just prices—that stole the spotlight. In a surprising escalation, former President Trump publicly criticized senior GOP senators, including Chuck Grassley of Iowa—a long-standing champion of the Renewable Fuel Standard (RFS) and Midwest agriculture. This rupture raises new doubts about the future bipartisan durability of the RFS framework heading into the 2026–2027 cycle. For markets already rattled by compliance uncertainty, the political fallout is hard to ignore.
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