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November WASDE reduces estimate for 2024-’25 soybean oil use in biofuel production

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By Erin Krueger

November 18, 2025

Feedstocks 

The USDA maintained its forecast for 2025-’26 soybean oil use in biofuel production in its latest World Agricultural Supply and Demand Estimates report, released Nov. 14. The estimate for 2024-’25 soybean use in biofuel production was reduced.

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The USDA National Agricultural Statistics Service on Nov. 14 released its latest Crop Production report, predicting record-setting soybean yields. The agency reduced its forecast for soybean production.

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The U.S. EIA maintained its forecasts for 2026 renewable diesel and biodiesel production in its latest Short-Term Energy Outlook, released Nov. 12. The 2026 outlook for “other” biofuel production, which includes SAF, was reduced.

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DG Fuels LLC has appointed SAMSUNG E&A as a contractor for its SAF in St. James Parish, Louisiana, with responsibilities for the blue hydrogen, green hydrogen, and power generation portions of the project.

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With support from Minnesota Corn, University of Minnesota Professor of Chemical Engineering Paul Dauenhauer is exploring the corn-to-methanol pathway for biofuels, which could be used to produce SAF.

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The National Oilseed Processors Association and the American Soybean Association on Nov. 12 sent a joint letter to President Donald J. Trump, urging the administration to finalize key biofuel policies.

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Pengerang Biorefinery Sdn. Bhd., a joint venture between PETRONAS, Enilive S.p.A and Euglena Co., Ltd, marked a key milestone with the groundbreaking ceremony for the development of the new biorefinery in Pengerang, Johor, Malaysia.

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LanzaJet Inc. on Nov. 13 announced that it has fully operated and produced fuels at its LanzaJet Freedom Pines Fuels facility in Soperton, Georgia. The commercial-scale facility produces SAF via an alcohol-to-jet technology.

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Gevo Inc. could close financing on a proposed 30 MMgy SAF facility under development adjacent to its existing corn ethanol plant in North Dakota as soon as mid-2026, according to comments during a third quarter earnings call.

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U.S. operable biofuel production capacity expanded by 237 MMgy in August, with gains for ethanol and renewable diesel, according to data released by the U.S. EIA. Biofuel feedstock consumption was up when compared to the previous month.

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Aether Fuels, a SAF producer, and Aster, a leading provider of energy and chemical solutions in Southeast Asia, on Nov. 11 signed an agreement to develop the first next-generation, commercial-scale SAF production facility in Southeast Asia.

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FedEx in October continued its sustainable aviation fuel (SAF) procurement momentum, beginning to take delivery of blended SAF at two additional U.S. airports for the first time: Chicago-O’Hare Airport and Miami International Airport.

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Calumet Inc. on Nov. 7 announced the MaxSAF expansion at its Montana Renewables facility is progressing on schedule. Renewable fuels production during the third quarter was impacted by a sustainable aviation fuel (SAF) expansion test run.

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Aemetis Inc. released Q3 results on Nov. 6, reporting increased RNG capacity and higher capacity utilization at the company’s California ethanol plant. Aemetis also provided an update of biodiesel, SAF and CCS projects.

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Clean Fuels Alliance America on Nov. 7 urged the U.S. EPA to quickly finalize the overdue Renewable Fuel Standard rule for 2026 and 2027 and to fully reallocate all granted and expected small refinery exemptions.

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The U.S. EPA on Nov. 7 issued decisions on 16 small refinery exemption (SRE) petitions filed by eight small refineries. The agency granted full exemptions to two petitions, partial (50%) exemptions to 12 petitions, and denied two petitions.

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Neste is marking two significant milestones: the 15th anniversary of its renewable products refinery in Singapore and the 60th anniversary of its Porvoo refinery in Finland. Both facilities currently produce renewable fuels.

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XCF Global Inc. on Nov. 3 announced a memorandum of understanding (MOU) with Impact Jets LLC, a private aviation platform, to accelerate sustainable aviation fuel (SAF) adoption across the private jet market.

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Topsoe has been selected to deliver its HydroFlex, SynCOR and H2bridge technologies, as well as catalysts and equipment, for NXTClean Fuels’ Port Westward project in Clatskanie, Oregon, to produce SAF and renewable diesel.

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The European Commission on Nov. 5 unveiled its Sustainable Transport Investment Plan, an initiative that aims to rapidly accelerate the energy transition in aviation and marine sectors, including through the use of SAF and marine biofuels.

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The U.S. EPA on Oct. 29 announced it will reopen a comment period related to a proposed extension of an information collection request (ICR) focused on provisions regarding biointermediates under the Renewable Fuel Standard.

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LanzaJet Inc. has awarded the front-end engineering and design (FEED) for Project Speedbird to Fluor Corp. The commercial-scale ethanol-to-jet facility in Teesside, U.K., will produce approximately 30 MMgy of sustainable aviation fuel (SAF).

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EASA publishes report on SAF scale-up, progress and pressure points

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By European Union Aviation Safety Agency

November 04, 2025

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The European Union Aviation Safety Agency published the first ReFuelEU Aviation Annual Technical Report, laying out the initial picture of how SAF are being supplied, purchased and used across the European Union.

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Representatives of the U.S. biofuels industry urged the U.S. EPA to fully reallocate RVOs waived via small refinery exemptions (SREs) under the RFS in comments filed with the agency ahead of an Oct. 31 deadline.

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XCF Global Inc. has signed a binding term sheet with New Rise Australia Pty. Ltd. (New Rise AU) to accelerate the development of biorefineries in Australia. New Rise AU is expected to build and operate at least three SAF facilities.

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Rep. Mike Thompson, D-Calif., on Oct. 28 introduced a bill that aims to reinstate many of the renewable energy tax credits eliminated by the One Big Beautiful Bill, including the reinstatement of the 45Z clean fuel production credit “special rate” for SAF.

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Plug Power Inc. on Oct. 23 announced a strategic partnership with Edgewood Renewables to support the development and construction of its advanced renewable fuel facility in North Las Vegas, Nevada, that will produce SAF and renewable diesel.

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Neste Corp. on Oct. 29 announced sales of SAF reached a record 251,000 metric tons during Q3. The company’s renewable products segment reported improved EBTIDA, comparable sales margins and sales volumes for the three-month period.

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Phillips 66 doubled its production of SAF during the Q3 and expects additional increases in production to be realized in Q4, according to statements made during the company’s third quarter earnings call on Oct. 29.

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The International Biomass Conference & Expo and the American Boiler Manufacturers Association BOILER Expo are joining forces in 2026 for an unprecedented colocation event in Nashville, Tennessee, March 31 – April 2, 2026.

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