The US Energy Information Administration explains that US biofuel compliance credits (RINs) have doubled in value since the start of 2026, driven mainly by higher federal blending mandates under the Renewable Fuel Standard. These higher prices, along with strong gasoline and diesel prices, have significantly improved profits for ethanol, biodiesel, and renewable diesel producers.

As a result, blending biofuels into the fuel supply has become more attractive, and the article forecasts record or near-record production of these fuels in 2026 and 2027, driven by strong policy requirements and favorable market conditions.

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