Argus Media
Argus Media
Argus Media
The Renewable Diesel Paradox: Part One
17 minutes Posted Nov 3, 2026 at 6:51 am.
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Show notes
US renewable diesel production has reached record highs, supported by stronger domestic incentives and greater policy certainty. Yet despite growing supply, California has faced periods of tight availability and record-high R99 prices.In the first episode of this two-part podcast series, Jasmine Davis (Associate Editor - US Renewable Diesel) and Philip Goughary (Business Development Manager - Renewable and Biofuels) examine the forces reshaping the renewable diesel market, from refinery closures and supply disruptions to shifting trade flows and evolving federal policy. Discover why record national production does not always translate into local supply, and what drove California's R99 prices to unprecedented highs.
 
Listen to discover:
Why renewable diesel production reached record highs in 2026.
How changes in California refining tightened supply conditions.
What drove R99 prices to record levels in Los Angeles and San Francisco.
The relationship between renewable diesel, CARB diesel and broader fuel markets.
How policy changes are reshaping imports, exports and domestic production.