FINWIRES · TerminalLIVE
FINWIRES

EIA Expands Renewable Diesel Export Tracking as Overseas Shipments Rise

By

-- US renewable diesel and sustainable aviation fuel exports averaged nearly 50,000 barrels per day in H2 of 2025, the US Energy Information Administration said Thursday.

Overseas shipments accounted for about one-fifth of total US renewable diesel and SAF production during this period, with Canada receiving more than half of the exports and the Netherlands taking roughly one-third.

The EIA introduced renewable diesel export tracking in its March 2025 Petroleum Supply Monthly to improve visibility into regional trends in renewable fuel consumption across the US.

The agency derives renewable diesel consumption estimates from refinery and blender net inputs, along with product-supplied calculations that include production, imports, inventories, and exports.

Before export tracking began, renewable diesel consumption estimates appeared significantly higher because exported barrels were included in product-supplied data, the EIA said.

The US Census Bureau tracks renewable diesel exports under Harmonized Tariff Schedule code 2710.19.4550, which also includes shipments of sustainable aviation fuel.

Other biofuels tracked by the EIA include renewable heating oil, renewable naphtha, renewable propane, renewable gasoline, and additional fuels produced alongside renewable diesel and SAF.

Plants producing renewable diesel and SAF also generate other biofuels as byproducts, and combining those export volumes provides a more accurate measure of total renewable fuel exports.

The US exported about 20% of renewable diesel and other biofuels production in H2 of 2025, exceeding export shares for fuel ethanol at 13% and biodiesel at 7%.

Canada received slightly more than half of US renewable diesel exports during the period, while the Netherlands accounted for about one-third of shipments, and most remaining volumes moved to other European markets.

US Gulf Coast and West Coast terminals handled most renewable diesel exports in H2 of last year, with cargoes primarily moving to European markets and smaller volumes shipped to Canada.

Exports from the Midwest and Rocky Mountain regions accounted for a smaller share of total shipments, though all those barrels moved into Canada, the EIA said.

US exports of renewable diesel and other biofuels average 35,000 b/d in the first two months of 2026 from almost 50,000 b/d in H2 of 2025 as producers idled capacity while awaiting final Renewable Fuel Standard blending targets released on Mar. 27, the agency said.

Related Articles

Commodities

US Natural Gas Update: Futures Rise on Small Storage Injection

US natural gas futures erased early losses and maintained higher prices in after-hours trade on Thursday after government data showed a smaller-than-expected increase in domestic gas inventories, triggering short covering and reinforcing expectations that the spring supply-demand balance may be tightening modestly.Both the front-month Henry Hub futures and the continuous contract rose 1.90% to $2.782 per million British thermal units.The US Energy Information Administration said natural gas inventories for the week ended May 1 rose by 63 billion cubic feet, below analyst expectations for a 72-80 Bcf build and under the five-year average increase of 77 Bcf for the week.The bullish storage surprise prompted buying in front-month contracts after futures had traded lower ahead of the report, Barchart said.Despite the smaller injection, supply levels remain ample. US gas inventories were 2.8% above year-ago levels and 6.7% above the five-year seasonal average.The Energy Buyers Guide said the market will likely be focused on "whether this storage miss was a one-off or a harbinger of a more durable shift in the underlying fundamental balance".Analysts at Gelber & Associates said the price lift "reinforced the idea that the spring balance is not quite as loose as consensus had assumed," the firm said, adding that the market still viewed the move as a near-term adjustment rather than the start of a sustained rally, noting that elevated inventories continue to limit upside potential for winter contracts."The rally is doing more to firm up summer risk than to meaningfully reprice next winter when storage remains above the five-year average," the firm said.Analysts also pointed to competing forces in the broader market, with strong LNG exports supporting prices while robust domestic production continues to weigh on sentiment.According to Barchart, citing data from BNEF, US lower-48 dry gas production on Thursday was estimated at 110.9 Bcf per day, up 4.5% from a year earlier. Demand across the lower 48 states was estimated at 71.0 Bcf/d, up 10.2% year over year.Flows to US LNG export terminals were estimated at 17.7 Bcf/d, down 5.9% from the prior week due to maintenance slowdowns.Gelber said the market can pop on a bullish storage surprise but still "needs either sustained heat, a more persistent slowdown in supply growth, or a string of smaller injections to make the move stick beyond the near-term contracts."

Mining & Metals

Earnings Flash (EXE.TO) Extendicare Reports Q1 Net Earnings Increased $25.7M to $40.7M In Q1 2026 Vs Q1 2025

$EXE.TO
Mining & Metals

Earnings Flash (LAS-A.TO) Lassonde Industries Inc. Reports Q1 Revenue $664.0M Vs $699.7M a Year Earlier

$LAS-A.TO