EPA Promises Full Reallocation After Refinery Exemptions Expand

The decisions remove about 1.76 billion Renewable Identification Numbers, or RINs, from 2025 compliance obligations.

Green Industry Eco Power plant. Carbon credit factory Good environment ozone air low carbon footprint wide for banner.

Green Industry Eco Power plant. Carbon credit factory Good environment ozone air low carbon footprint wide for banner.

Quality Stock Arts - stock.adobe.com

WASHINGTON, D.C. (RFD NEWS) — The Environmental Protection Agency (EPA) granted a new round of 2025 small refinery exemptions but says it intends to restore the resulting lost renewable fuel demand through supplemental 2026 and 2027 blending requirements, a move closely watched by corn and soybean producers.

The agency acted on 34 petitions, granting 18 full exemptions and 11 partial exemptions. It denied three and deemed two ineligible. The decisions remove about 1.76 billion Renewable Identification Numbers, or RINs, from 2025 compliance obligations.

EPA had previously anticipated about 990 million RINs of exemptions. The additional roughly 770 million RINs are expected to be addressed through supplemental rulemaking before the end of October.

Farm and biofuel groups support full reallocation, arguing that it protects demand for ethanol, biodiesel and renewable diesel. Independent refiners counter that shifting obligations raises compliance costs and increases pressure in the RIN market.

Until the supplemental rule is finalized, however, full reallocation remains an announced policy direction rather than a completed regulatory action.

Farm-Level Takeaway: A full reallocation would protect biofuel feedstock demand, but producers still face uncertainty until the EPA completes the supplemental rule.
Tony St. James, RFD News Markets Specialist

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Protein demand is creating new markets for U.S. dairy products as consumers shift toward yogurt, cottage cheese and whey.
Rising transportation costs are increasing the price of U.S. corn and soybeans delivered to Japan, adding pressure to export competitiveness.
Dryness Pressures Livestock As Harvest Activity Accelerates Nationwide
Processing challenges and seasonal price pressure are pushing growers to look toward fresh-market and export opportunities.
New or reopened packing plants could struggle to operate efficiently until U.S. cattle inventories recover.
China accounted for roughly 40.5 million bushels of new-crop soybean sales as early export demand strengthened ahead of harvest.
Agriculture Shows
Agriculture is the most important industry in the world, and Ag PhD Daily brings you the information you need to best manage your business only on RFD-TV and RFD+
Hosted by Scott “The Cow Guy” Shellady and RFD News Markets Specialist Tony St. James, Commodity Talk delivers expert insight into the day’s ag commodity markets just before the CME opens. Only on RFD-TV and Rural Radio SiriusXM Channel 147.
A look at the news, weather and commodities headlines that drove agriculture markets in the past week.