US renewable feedstocks demand sets another record

Market: Agriculture, Biofuels, Chemicals
30/09/26

US renewable feedstocks demand for biofuels production rose to a fresh record in July on surging consumption of soybean oil and distillers corn oil, according to US Energy Information Administration (EIA) data released today.

More than 4.05bn lb of renewable feedstocks were used to make biodiesel, renewable diesel and sustainable aviation fuel in July, up from the prior record of nearly 3.87bn lb in June and up from just under 2.99bn lb a year earlier. July's daily demand of 130.6mn lb/d was 35pc greater than the 96.5mn lb/d usage rate in July 2025.

Soybean oil consumption again accounted for most of July's gains, with demand rising by 52pc on the year to 1.69bn lb, or 54.4mn lb/d. Canola oil usage rose by 51pc from a year earlier to 330mn lb, or 10.6mn lb/d.

Total waste feedstocks usage held above year-earlier levels, but beef tallow consumption by biofuel plants fell by 6.8pc on the year to 24.9mn lb/d in July. Demand for yellow grease, a category that includes used cooking oil, increased to 19.7mn lb/d, up by 45pc from a year earlier. White grease consumption in July rose on the year by 6.8pc to 1.52mn lb/d.

US biofuel producers consumed 14.6mn lb/d of distillers corn oil in July, up by 22pc from 12mn lb/d a year earlier.

inventories of US biodiesel and renewable diesel fell by 8.3pc from a year earlier to 8.4mn bl. Production capacity for renewable diesel and other biofuels rose in July by 4.8pc from year-earlier levels to about 4.97bn USG/yr.

By Thompson Corpus

Related news posts

Argus illuminates the markets by putting a lens on the areas that matter most to you. The market news and commentary we publish reveals vital insights that enable you to make stronger, well-informed decisions. Explore a selection of news stories related to this one.

News

28/09/26

Pakistan’s TCP receives dozen offers in wheat tender

London, 28 September (Argus) — Pakistani state importer TCP has received offers for November-loading wheat cargoes as part of its 185,000t buy tender that closed on Monday. Cargoes were offered at $339.36-354.83/t cfr Karachi by 12 trading firms, with Bunge making the lowest-price offer, according to market participants ( see table ). TCP sought wheat for shipment in the first half of November for arrival no later than 15 December. The tender was issued after TCP booked just 365,000t of its requested 750,000t in a separate tender earlier this month. The most competitive price in this tender is $9.47/t below the procurement price in Pakistan's 16 September tender, with trading firms asked to drop their offers in line with the lowest price received in the previous line-up. TCP is requesting wheat with a minimum 10pc protein content, and no specifications for dough strength (W). French wheat could become competitive this time round on lower Paris-listed milling wheat futures in the past week. November-shipping French 11pc wheat has fallen steadily in line with the underlying contract to $271/t fob Rouen on 25 September, while Romanian-Bulgarian wheat remains another likely origin, particularly as sellers continue to seek outlets for heavy supplies of lower-protein, lower-W wheat at Constanta-Varna-Burgas (CVB). By Megan Evans Grains, oilseeds and veg oils tenders Buyer Issued Closes Status Cargo Shipment/delivery Price Seller Notes Jordan's MIT 17-Sep 30-Sep Open 100,000-120,000t feed barley January-February 2027 cfr Aqaba Pakistan's TCP 19-Sep 28-Sep Closed 185,000t milling wheat 1-15 November cfr Karachi/Gwadar Tunisia's ODC 22-Sep 23-Sep Closed 125,000t milling wheat 10 Nov - 15 Dec $311.72-314.23/t Buildcom, Soufflet cfr Tunisia's ODC 22-Sep 23-Sep Closed 75,000t feed barley Nov $304.23-307.62/t Soufflet, Al Ghurair, Bunge cfr Jordan's MIT 16-Sep 22-Sep Closed 60,000t milling wheat 1h November $332/t Buildcom cfr Aqaba Pakistan's TCP 8-Sep 16-Sep Closed 365,000t milling wheat 11-30 October 349 Agrocorp, Ameropa, Aston, Bunge, CHS, Falcon Bridge, LDC cfr Karachi/Gwadar Offers in TCP's 28 Sep milling wheat tender Trading firm Volume (t) Cfr Karachi price ($/t) Agrocorp 60,000 343.74 Al Ghurair 60,000 349.00 Ameropa 60,000 343.47 Aston 60,000 354.83 Bunge 60,000 339.36 CHS 60,000 345.00 Falconbridge 60,000 347.49 LDC 120,000 346.50 Mera 120,000 346.19 Olam 60,000 341.88 Saif 60,000 350.53 Soufflet 120,000 354.82 Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Find out more

News

Logistics weigh on Ukraine harvest progress

28/09/26

News

28/09/26

Logistics weigh on Ukraine harvest progress

Kyiv, 28 September (Argus) — Ukraine's harvest campaign remains sluggish for major crops, as logistical constraints limit sales and reduce the incentives for faster fieldwork. While domestic crushers continue to purchase sunflower seed (SFS), export bottlenecks for sunflower oil and meal are curbing processing activity, raising concerns over potential SFS stock accumulation later in the season. Ukrainian farmers harvested 3.36mn t of SFS from 1.66mn hectares (ha), or 32pc of the crop's forecast area, according to preliminary agriculture ministry data as of 28 September. The crop has an average yield of 2.03 t/ha. The harvest is the slowest since 2022, when slightly under 945,000ha had been harvested by 29 September. Domestic crushing demand continues to provide an outlet for SFS, although processors still face challenges selling sunflower oil and meal. But current demand may prove insufficient to absorb incoming supplies later in the season, with logistics a greater concern for crushers than raw material availability, according to market participants. Similar conditions were apparent in the 2021-22 season, when logistical disruptions increased carryout SFS stocks to 4.6mn t, up from 200,000t on average in the previous five years, according to Argus estimates. If exports of sunflower oil and meal remain limited, stocks could again build despite ongoing procurement. Meanwhile, Ukraine's corn harvest remains exceptionally slow. Farmers have harvested just 153,000ha, or 3pc of the forecast 4.55mn ha area. Production so far totals 789,000t, while average yields rose to 5.15 t/ha from 5 t/ha a week earlier and 4.92 t/ha a year earlier. Unlike sunflower seed, corn can generally be left in fields for longer after maturity, giving farmers greater flexibility to delay harvesting while assessing export prospects, storage availability and price trends while deep-sea ports remain effectively blocked. Soybeans were harvested from 571,000ha, or 36pc of the total forecast 1.6mn ha area, the slowest pace at this point in the past three years. Production reached 1.2mn t, with average yields at 2.13 t/ha. As for winter crops, Ukraine's agriculture ministry revised its winter wheat output estimate to 26mn t from 5.11mn ha, up by almost 3mn t from a year earlier, with average yields reaching a record 5.08 t/ha. Barley yields increased to 4.46 t/ha from 4.34 t/ha a week earlier, while total rapeseed production reached 3.86mn t. These preliminary figures will be confirmed later by Ukraine's State Statistics Service. By Kateryna Mudriian Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

News

CARB approves new E15 regulations

25/09/26

News

25/09/26

CARB approves new E15 regulations

Houston, 25 September (Argus) — The California Air Resources Board (CARB) unanimously approved changes to E15 regulations under the state's Reformulated Gasoline Regulations (CaRFG) on 24 September. The amendments aim to clarify how fuel producers and importers can legally sell E15 in the state and ensure that the fuel is produced in accordance with CaRFG requirements. Under the updated regulations, CaRFG E10 specifications will also apply to E15, except for oxygen content. The oxygen content limit will be revised to up to 6pc by weight for E15. Additionally, the amendments will allow downstream fuel blending to produce E15. The amendments will not require the use of the fuel. The changes come on the heels of bill SB 795 , signed on 19 September by California governor Gavin Newsom (D), which removes regulatory barriers to E15. E15 sales have been allowed in California since last year . However, the fuel is not currently being dispensed in the state because of regulatory obstacles. The primary impediment was a state law requiring multi-agency approval before CARB could certify components for dispensing E15, specifically approval requirements involving the Office of the State Fire Marshal (OSFM). SB 795 requires the OSFM to adopt regulations by 31 December that align with federal rules for the labeling and safe use of 10-15pc ethanol blends. The bill also allows fuel retailers to use existing equipment certified for 10pc ethanol blends (E10) to dispense E15 if the equipment manufacturer submits a statement of compatibility to the relevant state agencies. The CaRFG amendments are the next step in the process of making E15 available in the state. Dallas Gerber, director of state government affairs at biofuels trade association Growth Energy, praised the amendments as "a practical and common-sense step that gives California a clear path to E15 and aligns the state with federal regulations and the many states where E15 is already available". CARB's board has not yet released a final version of its decision. By Maya Porter Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

News

AAFC cuts Canada oilseed export outlook

25/09/26

News

25/09/26

AAFC cuts Canada oilseed export outlook

St Louis, 25 September (Argus) — Canada's agriculture regulator has cut its outlook for Canadian canola and soybean exports by a combined 844,000 metric tonnes (t) across both the 2025-26 and 2026-27 marketing years, pushing stock levels higher. Agriculture and Agri-Food Canada (AAFC), in its September update, reduced its estimate for canola exports for the 2025-26 marketing year ended on 31 July by 144,000t, down to 8.96mn t, reflecting the slower pace of shipments during the marketing year. With that cut, AAFC also increased the production outlook by 418,000t to 22.2mn t, driven mostly by an increase in harvested area. Some of this increase was offset by a 391,000t upward revision to food, seed and other industrial (FSI) use — following last year's increased crushing volumes — which is now placed at 12.9mn t. But that was not enough to offset the combined increase in production and cut to exports, with 2025-26 marketing year ending stocks revised up by 175,000t from the prior report to 1.9mn t. The carry over of those stocks — along with an increase in Canada's projected canola production for 2026-27 — significantly increased the country's canola supply outlook for the current marketing year. Production was revised up by 451,000t to 22.1mn t, again because of an increase in the harvested area estimate. That higher production, combined with the increase in stock levels, added a total of 626,000t to 2026-27 supplies. AAFC increased its canola FSI use estimate for the marketing year by 200,000t to 13.9mn t. But the agency also cut its export outlook for the marketing year by 300,000t to 7.7mn t, further boosting the country's stock levels. Ending stocks for the 2026-27 marketing year were revised up by 475,000t to 1.98mn t. Soybean stocks move higher Soybean exports for 2025-26 were cut by 200,000t to 5.3mn t. The impact of that cut to Canada's soybean supply balance was paired with a reduction in beginning stocks for the marketing year, but the overall result was 31 August ending stocks for the 2025-26 marketing year were revised up by 143,000t to 429,000t. For 2026-27, AAFC reduced its Canadian soybean production outlook by 44,000t to 7.46mn t, following a cut to its yield estimate. But exports for the marketing year were cut by 200,000t to 5.4mn t. With increased stocks and reduced exports, AAFC raised its estimate for feed and waste use by 150,000t to 400,00t. But, like canola, the result was ending stocks for 2026-27 being pushed higher, up by 148,000t to 543,000t. Slight grain export, production adjustments AAFC also made slight adjustments to its grain export and production outlook. Durum wheat exports were revised up by 130,000t to 5.05mn t for the 2026-27 marketing year, which will end on 31 August 2027. Barley wheat exports were revised up by 200,000t to 3.5mn t. Soft wheat production was revised down by 291,000t to 29.7mn t, following a cut to the harvested area estimate. Corn production was revised higher, in contrast to wheat, up by 149,000t to 16.5mn t following an increase in the harvested area estimate for the marketing year. By Ryan Koory Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

News

Brazilian producers call for bunker biofuel mandate

25/09/26

News

25/09/26

Brazilian producers call for bunker biofuel mandate

Sao Paulo, 25 September (Argus) — Brazilian bioenergy companies have demanded that hydrocarbons regulator ANP introduce mandatory biodiesel blending in conventional marine fuels from 2027. The ANP is developing new rules to bring the domestic bunker market closer in line with International Maritime Organization (IMO) requirements. Biodiesel producers' association Ubrabio presented the proposal at an ANP public hearing this week. It called for a 15pc biodiesel mandate in marine gasoil (MGO) from July 2027, rising to 20pc in January 2028 and 24pc in July 2028. Brazilian bioenergy producer Binatural estimates that a B15 mandate would create around 230mn liters/yr of biodiesel demand, increasing to about 368mn liters/yr under B24. ANP said it will consider the industry's proposals before issuing the final regulation, expected by the end of this year. ANP's original draft does not include mandatory blending. It would establish national specifications and storage requirements for marine biodiesel, hydrotreated vegetable oil (HVO), ethanol and gas-to-liquids fuels. The proposal would also allow suppliers to sell blends of up to B100 to shipowners without obtaining special authorization. Petrobras and Raízen are currently the only companies authorized to market marine biodiesel blends in Brazil, with blending capped at 24pc. The proposal also regulates ethanol bunkering in Brazil . By Gabriel Tassi Lara Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Business intelligence reports

Get concise, trustworthy and unbiased analysis of the latest trends and developments in oil and energy markets. These reports are specially created for decision makers who don’t have time to track markets day-by-day, minute-by-minute.

Learn more