North American RD Outlook 2035: Cross-Border Flows Amidst Policy Shifts and Feedstock Strain

Tuesday, 15th September 2026

10:00 am PT

The North American renewable diesel (RD) market is entering a more complex, policy-sensitive phase as shifting trade flows, evolving clean fuel programs, and tightening feedstock markets reshape the outlook. cCarbon will soon release the updated North American RD Outlook 2035. This session will share some of the highlights from this report influencing RD production, demand, investment, and project viability across the United States and Canada. The analysis combines market and policy assessment with facility-level modelling across regions, feedstocks, technologies, and end uses.

We will touch on the following key topics:

• Cross-border trade dynamics, including Canada’s new domestic-content requirements and their impact on import-dependent supply
• Policy and regulatory shifts shaping market growth, including Canada’s Clean Fuel Regulations amendments and evolving U.S. federal incentives
• The evolving diesel demand pool and the growing interplay between renewable diesel, sustainable aviation fuel, and biodiesel for shared feedstocks and end-use demand
• The status and potential impact of new and expanding clean fuel programs across the United States and Canada
• Feedstock availability, utilization, regional distribution, and implications for future supply

The session will provide producers, refiners, feedstock suppliers, credit-market participants, regulators, investors, and consultants with a forward-looking view of the opportunities, constraints, and market developments likely to define North American RD through 2035 and beyond.

This webinar is free and open to the public.