Turner, Mason & Company’s Fall 2026 Regulatory and Renewable Fuels Outlook covers the North American renewable diesel, biodiesel, SAF and low-carbon fuel credit markets, with history through 2026 and TM&C forecasts to 2035. It starts with global trends, including trade policy, Europe’s demand for HVO and U.S. export economics. It then covers the federal RFS and California LCFS, including RVOs, RIN and LCFS credit balances, compliance costs and price forecasts. The feedstock section looks at supply, demand, imports and prices for soybean oil, canola, corn oil, used cooking oil and animal fats, and how much additional feedstock the RFS will require. The renewable fuels section reviews capacity, utilization, margins and supply-demand for biodiesel, renewable diesel and SAF. A separate section covers Canada’s federal and provincial programs and its reliance on imports. The report closes with the economics of emerging technologies such as alcohol-to-jet and e-fuels.
Key Features:
Global Biofuel Dynamics
Low Carbon Fuel Markets: Pricing and Forecast - U.S. RFS RIN Bank and Price Outlook, Californian LCFS Carbon Credits Outlook
U.S. Biomass Feedstocks Market Outlook - BD/HEFA Feedstocks Supply and Demand and Feedstock Price Outlook
U.S. Renewable Fuels Outlook - Biodiesel, Renewable Diesel, Biomass-Based Diesel and Sustainable Aviation Fuel (SAF)
Canada - Federal CFR and National Market, Provincial Programs and Mandates
The Crude and Refined Products Outlook provides an independent medium- and long-term assessment of the forces reshaping global crude oil, refined products, and refining markets. It connects supply, demand, trade flows, refining capacity, pricing and regulatory developments to help clients evaluate investments, crude strategies, commercial opportunities and market positioning. Published twice annually, the Outlook combines TM&C’s proprietary forecasts, refinery expertise and global project intelligence with analysis of geopolitical disruption, logistics, inventories and the changing energy landscape.
Key Features:
Global crude and NGL supply forecasts by producing region and crude quality
Refined-product demand, supply balances and trade flow by region and product
Long-term Supply/demand balances for refined products covering North America, Europe and Asia
Refinery projects, closures, utilization and capacity-development trends
Crude and product logistics, inventories and changing trade relationships
Renewable fuels, RIN and RVO dynamics, product specifications and regulatory developments
Strategic implications for refiners, crude producers, traders and investors
CRPO Client Subscribers:
Integrated oil companies
Independent refining, marketing and chemical companies
The report analyzes the expected supply/demand balance for heavy, medium, and light crude through 2040. Crude supply/demand changes by grade are analyzed and measured against Base Year to reflect the relative grade dynamics over the forecast period.
Data File Contents
Heavy-crude supply forecasts by country and region
Canadian production, TMX flows and export-capacity requirements
Venezuelan recovery pathways and forecast sensitivities
Mexican and Middle Eastern production and export availability
Refinery demand, conversion capacity and regional competition
Light-heavy differentials and long-term pricing relationsips
The Worldwide Refinery Construction Outlook (WRCO) provides an independent assessment of global refinery projects, regional refining capacity growth, and downstream investment trends impacting future petroleum product supply and refining competitiveness. Published semi-annually, industry experts integrate TM&C’s distinctive market outlooks, refinery expertise, and global project tracking capabilities to deliver actionable insight into evolving refining markets, capital investment trends, and regional supply dynamics.
Key Features:
Global refinery construction and expansion project tracking by region and refinery configuration
Analysis of refining capacity additions, closures, delays, capex spend, and project completion outlook
Assessment of regional refining competitiveness, investment economics, and construction cost trends
Evaluation of downstream investment trends impacting global product balances and trade flows
Strategic insights into refining configuration shift, clean fuels investments, and petrochemical integration trends
Analysis of refinery projects across North America, the Middle East, Asia-Pacific, Latin America, Africa and Europe