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How SAF Co-Processing is Muddying the Waters of Renewability
The recent expansion of co-processing in Europe, driven significantly by the Renewable Energy Directive III (RED III) and its flexible...
Henri Bardon
12 minutes ago3 min read
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Valero Q1 Report Casts Shadow on Renewable Diesel Market Despite Bullish Soybean Oil Trends
Gasoil markets saw a remarkable settlement on Friday, April 25, closing significantly higher at $628.50 per metric ton. This represents...
Henri Bardon
18 hours ago2 min read
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Protectionistic Pressures Cloud Biodiesel Outlook
The biodiesel complex continues to wrestle with conflicting signals as bean oil futures pushed higher today to 48.66 cents/lb, narrowing...
Henri Bardon
4 days ago2 min read
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Tariff Ripples and Tanker Traffic: Markets Recalibrate Amid New Constraints
ICE gasoil prices dropped by $11/mt today to $630, giving a significant lift to BOGO spreads. With bean oil relatively static, the spike...
Henri Bardon
5 days ago2 min read
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Rapeseed Oil Breaks Higher as Gasoil Rallies and BOGO Narrows
Global biodiesel markets opened the week with notable shifts in price spreads and product fundamentals, most visibly through a sharp...
Henri Bardon
6 days ago2 min read
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Deep Discounts and Dollar Weakness Set the Stage for a Repricing
Markets opened quietly this week with Easter Monday and the Pope's passing (RIP) keeping most of Europe offline, but signals from energy...
Henri Bardon
7 days ago2 min read
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IMO Greenlights Feedstock Flexibility as Soyoil Surges
The biodiesel complex finds itself at an intriguing inflection point today. Gasoil has firmed to $634/mt, lending support to downstream...
Henri Bardon
Apr 172 min read
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BOPO Breakout or Blow-Off? Cracks, Crude, and South American Supply Loom
The BOPO spread (Bean Oil – Palm Oil) has surged from –90 on January 3 to +112.82 today—an extraordinary 200-point reversal that reflects...
Henri Bardon
Apr 162 min read
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Title: Tight Stocks, Tighter Margins: Can Policy Catch Up With Biofuel Reality?
The biodiesel and renewable diesel landscape remains in flux this week, with Europe’s spot premiums still strong despite stable ICE...
Henri Bardon
Apr 152 min read
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When Fundamentals Break: Biodiesel Premiums, Carbon Tariffs, and a Disconnected Dollar
The biodiesel market continues to confound expectations. Spot premiums in the ARAG barge market have exploded, with FAME 0 trading at...
Henri Bardon
Apr 142 min read
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Markets Whipsawed by Tariff Turnaround and USDA’s WASDE: A 90-Day Window into Uncertainty
Today’s biofuels market landscape is clouded by confusion and contradiction. While the USDA’s latest WASDE report offered few surprises,...
Henri Bardon
Apr 102 min read
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Tariff Shockwaves: Biofuels Outlook One Week After Liberation Day
One week after 'Liberation Day,' the policy pendulum in Washington continues to swing abruptly, and with it, the global biofuels complex....
Henri Bardon
Apr 91 min read
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Market Drift or Structural Shift? Pressure Mounts Across the Biofuels Complex
ICE gasoil futures have broken sharply lower, slipping by 4%—a full standard deviation—on the back of mounting bearish sentiment in...
Henri Bardon
Apr 92 min read
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Markets Resume Slide as Trade Tensions Escalate, Biofuels Feel the Heat
Global markets have resumed their downward trajectory as the U.S. imposes another round of tariffs on China—escalating duties by 50%...
Henri Bardon
Apr 82 min read
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The Soybean Oil Disconnect: Fuel Economics Under Pressure
The biodiesel market is flashing some contradictory signals this week, and producers and traders alike should be paying close attention....
Henri Bardon
Apr 72 min read
25 views
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Tariffs, Feedstocks, and the New Stratification of Biofuels
One week ago, global trade operated under familiar assumptions. This week, it doesn’t. With a sweeping executive order, the U.S. imposed...
Henri Bardon
Apr 63 min read
32 views
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Markets Disjointed as UCOME Drops Despite Feedstock Rally; USTR Shipping Proposal Emerges as Major Threat
Today’s UCOME activity in the Northwest Europe barge market saw unusually high volumes, but the flat price dropped $20/mt to $1,537/mt....
Henri Bardon
Apr 22 min read
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RIN Prices Hit $1 Mark as Biodiesel Margins Remain Under Pressure
Q2 opens with a significant milestone as D4 RINs have climbed to $0.995 , effectively touching the $1 threshold for the first time since...
Henri Bardon
Apr 12 min read
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EIA: lower use of vegetable oils mix in RD/Biodiesel
The latest EIA data reveals a concerning trend in the biodiesel and renewable diesel sectors, with overall feedstock use plummeting by at...
Henri Bardon
Mar 313 min read
41 views
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EU Certification Decision Could Upend Biofuel Industry
An earthquake of gigantic magnitude appears to be impacting traceability following the obsession by lobbyists at the EU that most of the...
Henri Bardon
Mar 282 min read
10 views
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