BOGO is now down 17.4% in last 3 months with most of the drop achieved only today after the fake rally of last friday. Expect further...

Don't usual like to comment on Mondays as markets typically difficult to measure; however, Friday sudden rally in Soyoil just before May...

Hate to say it but that BOGO chart is just not looking good as BOGO has been down nearly 30% in last 3 months ending at +165. Clearly...

Large amounts of rain in Europe during April has reduced what otherwise would be a bumper rapeseed crop. Similarly tail end of Southern...

Golden week in Asia is over and yet ICE gasoil cracks are unchanged but product contango is much wider led by Europe ICE gasoil. Gross...

EIA released Feb24 data yesterday May 1 and shows continued trend of reduced use of Soyoil (now 31%) with notably Tallow usage increasing...

Easing of Russian Banks sanctions by US treasury on energy products has had its desired effect. Everyone now scrambling for finding...

The fact that gasoil inventories rose again to 2.18 Mil MT in ARA not helping the bearish mood. In Asia distillate markets were quiet...

Despite excellent crop conditions reported, prices of Rapeseed oil FOB Dutch mill reached 1000Eur/Mt bringing spot replacement margin to...

Soyoil futures trading correspondingly well below 20 DWMA with little hope in sight although premiums in South America are stronger. ...

Screen BOGO for May is now down 37% in the last 3 months and down 7% just today. Meanwhile FAME 0 premium in Northwest Europe are...

Diesel barge margin in northwest europe back to $26/brl although there was little changes in stocks at 2.12 Mil MT. What strengthened...

Despite the high cost of US flag vessels between US ports, renewable diesel from the Gulf coast has been able to ship nearly 50,000BPD...

Although ICE gasoil backwardation has bounced a bit it is still much lower than in Feb in Northwest Europe (NWE) as there is little issue...

EIA published on Mar29 their latest data for Jan 2024 which seems consistent with feedstock use trend throughout 2023 towards lower...

Screen Heat crack has collapsed and cracks in Asia making new lows yet little effect on flat price. USDA report tonight is adding to...

Gasoil screen backwardation to Dec is now down 41% this month while backwardation to sep is down 48%. China announced April export quota...

Despite blowout crush figures by NOPA at 186 M Bushels was +12% y-o-y but the impact is having a much more important role in Meal price...

Soybean crush figures to be released by NOPA today would probably confirm 177-179 mbu crushed in Feb with screen oil share still at 41.5%....

BLE has confirmed what was felt by all market traders that not only Biofuels usage has reached a plateau as feedstock choices have...