Special Update | Understanding the RFS, Part II: An Updated Guide to the US Renewable Fuel Standard
What the 2026 and 2027 RVOs mean for agriculture
Today, policy plays a larger role in grain and oilseed markets than ever before.
In April, I released Understanding the RFS: A Guide to the US Renewable Fuel Standard, which examined the program’s long-term impact on agricultural markets.
With the EPA’s recent release of proposed Renewable Volume Obligations (RVOs) for 2026 and 2027, this special update explores what the new targets mean for U.S. agriculture - and how shifting policy is once again reshaping demand for domestic feedstocks.
If you are largely unfamiliar with the RFS, I recommend reading Part I before diving into Part II.
In this update:
« Renewable Fuel Standard 101: A quick recap of the basics of this transformative legislation
« Compliance Basics: Key Players and Terms
« Fueling Change: Arnold - Terminating Emissions & Reshaping U.S. Agriculture
« Oversupplied and Undermandated: Cause, Effect, and EPA’s Push to Correct the Course
« POLICY, POLICY, AND MORE POLICY: The government giveth, taketh - and now, giveth again
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