The biofuel industry is evolving rapidly, driven by technological advances, shifting regulations, and growing environmental concerns....

A sharp 2.5% drop in ICE gasoil today pushed BOGO nearly a full standard deviation higher to +481, underscoring renewed strain on biodiesel economics. The sell-off comes as oil majors and trading houses attempt to manage a temporary surplus of crude while refining margins remain historically high. According to executives from Vitol, Trafigura, and Gunvor, the current oversupply could persist into early 2026 before natural decline rates tighten the market again—leaving traders

Happy Columbus Day, everyone! While Washington appears to signal a thaw in U.S.–China trade rhetoric, Beijing’s retaliatory move under USTR Section 301 will take effect tomorrow and could ripple far beyond container freight. China’s new port fees—starting at $56/t and rising to $157/t by 2028—will apply to any vessel with 25 percent or more U.S. ownership, directly targeting fleets of U.S.-listed owners such as ZIM and Matson. Analysts warn this “wide-net” rule could ensnare

Markets reeled today after Donald Trump’s morning post accused China of “hostile behavior,” threatened a “massive increase” in tariffs,...

As Washington’s shutdown drags on, the conversation across U.S. agriculture has turned from frustration to self-examination. Soybean...

The biodiesel complex finally broke out of its muted pattern today as BOPO surged more than 6%, marking the strongest daily move in weeks...

Gold broke through the $4,000 mark today, a symbol of how far risk sentiment has flipped as Washington’s shutdown drags on. With agencies...

Late in week 40, European biodiesel markets saw an explosion of paper trading with close to 200,000 tons exchanged across UCOME and FAME...

The backdrop today is still the U.S. shutdown, which has turned more combative and acrimonious— raising the odds it runs longer than...

The latest EIA report rattled energy markets with a 3% drop in U.S. product demand alongside a build in crude and refined stocks, a clear...

Golden Week holidays began across China and much of Asia, weighing on sentiment as gasoil structure softened despite Russia extending...

As the US government edges toward a shutdown at midnight, biofuels policy finds itself again in the crosshairs. Darling Ingredients...

Brent expiry added some pressure across the barrel, with ICE gasoil sliding more than a standard deviation to break below $700. The...

Soybean oil’s deteriorating position continues to weigh on BOPO, though a repeat of Q4 2024’s collapse to –200 versus palm oil does look...

Argentina has reapplied export taxes on grains and by-products after briefly lifting them upon reaching a $7 billion sales cap, ARCA...

Gasoil remains firmly backwardated even as China begins to release cargoes ahead of Golden Week. Asia’s spot market saw more tenders and...

EPA confirmed in a court filing that the reallocation debate over small refinery exemptions will prevent any final RVOs from being issued...

Despite a near 4% draw in ARA oil product stocks, ICE gasoil futures slid nearly 2% on the day. Traders point to lingering concerns over...

China has issued 8.4 million tons of refined product export quotas in its third batch this year. This will add more gasoline, jet fuel,...

The dollar index plunged below 97 today after the Fed confirmed another two rate cuts before year-end. With DXY breaking down, the move...