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15:00
Aug 04 ◎
Unidentified Executive (VP,… MPC Q2 FY26 call
Renewable diesel margins remain constructive due to a short RIN market, but the value of the D4 RIN is under pressure; management expects the next RVO rule (Set 3) to lower obligations, indicating current renewable fuel margins may be near a cyclical peak. — This suggests policymakers will likely recalibrate blending mandates to match actual production capacity, potentially capping future RIN values and limiting producer earnings potential beyond 2027.
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About DAR Analyst Coverage

Buzzberg tracks DAR (Darling Ingredients) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Past 7 days: 1 watch. Latest voices: Unidentified Executive (VP, Regulatory Policy).