RVO Tailwinds Meet 2027 Deficit Risk: BI Replay
The 2026–27 Renewable Volume Obligations provide a clear tailwind for US biomass-based diesel, but a tightening supply outlook in 2027 could shift priorities for mandates in 2028 and beyond. Join us for a webinar demonstrating how we leverage our proprietary RIN Supply & Demand model to evaluate the impact of the latest RVOs on the RIN bank by assessing domestic supply potential, import requirements, small-refinery exemptions, and equivalence value changes. With domestic production expected to fall short of mandates, obligated parties may depend on heavy net imports to meet 2026 compliance, which is becoming more challenging amid the Iran war and rising protectionism. Our modeling shows the 2027 bank tracking toward a sizable deficit, challenging the case for higher mandates in Set 3.