Gasoil drop last week of $100 per MT has been completely absorbed by premiums of RME in Nortwest Europe that are now trading at +951 over...

Despite low gasoil inventories and Feb 5 sanctions gasoil has dropped $100/Mt in just a week. Natural gas leading the way down as Europe...

RSO prices remain the cheapest soft oil in Europe. However we note that premium in RME biodiesel are showing $150/mt backwardation to...

3:2:1 cracks on screen led by Heat crack are still very high in case you were wondering how Exxon cleared $56Billion in profits in 2022....

Gasoil Feb/Sep drops $30 mostly in front of curve to +$99 per MT while Soybean oil now in -22 contango through May. Premiums in South...

Houston we now have a problem with demand as consumer watches prices falling yet backwardation in both Gasoil and Bean oil remain but for...

Rains in Argentina and a monster crop in Brazil is weighing on Soybeans and Soyoil. Anecdotal reports from harvest reports in Brazil...

EPA has issued a ruling allowing Lanzajet to issue D4 RINs at 1.6x based on undenatured ethanol feedstock to either Jet or Renewable...

Weakness in Gasoil/Heating Oil has been crushing production margins although premium of Soybean oil Vs Gasoil has remained above 20 days...

Seems like we are back to realities of ample oilseed supplies despite a drought in Argentina (reminding everyone that most of the...

FAME average of the month at +518 over ICE Gasoil while BOGO spot futures closed at +451. BOGO is in a clear contango of almost $50/mt...

Difficult to reconcile the fact that world will add no less than 10 Million Metric Tons of additional Biodiesel/Renewable Diesel by 2027...

Functional Biojet production installed capacity is currently about 500,000 Metric Tons yet we are aiming to increase this 10X by 2027. ...

We are seeing footprints of Renewable Diesel longs in Mar Call options at strikes of 68, 70, 72, 74, 75 and even up to 80 in large...

EIA releases Biodiesel data with almost 3 months delay but Oct data shows clearly how sensitive biodiesel feedstock use is to pricing of...

FAME in Europe finally trading at BOGO values of +$520/mt over ICE Gasoil with premium in a contango structure. However we can see that...

There is much to write about Biodiesel but certainly more importantly it is the SAF credit of $1.25 per Gallon that will apply to...

Inverse in Jan/May Bean oil is up 272% since Dec 5 while in Gasoil Jan/May is up 87% ...hmmmmm. Bean oil as coefficient has barely moved...

It is my go-to model for bean oil and it appears that trend has yet to be broken as we moved this month from the 1.80's to 1.60's. Still...

Gasoil has dropped 15% in the last 3 months returning to pre-war levels as spot distillate inventories have grown in face of record...