Global markets have resumed their downward trajectory as the U.S. imposes another round of tariffs on China—escalating duties by 50%...

The biodiesel market is flashing some contradictory signals this week, and producers and traders alike should be paying close attention....

One week ago, global trade operated under familiar assumptions. This week, it doesn’t. With a sweeping executive order, the U.S. imposed...

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....

Q2 opens with a significant milestone as D4 RINs have climbed to $0.995 , effectively touching the $1 threshold for the first time since...

The latest EIA data reveals a concerning trend in the biodiesel and renewable diesel sectors, with overall feedstock use plummeting by at...

An earthquake of gigantic magnitude appears to be impacting traceability following the obsession by lobbyists at the EU that most of the...

The biofuels market experienced a dramatic shift today as the Bean Oil-Gas Oil spread (BOGO) surged 14% to reach +302, primarily driven...

https://open.substack.com/pub/globalbiodiesel/p/palm-oil-market-analysis-bopo-returns?r=3f53s9&utm_campaign=post&utm_medium=web&showWelco...

https://open.substack.com/pub/globalbiodiesel/p/rapeseed-riddle-market-inversions?r=3f53s9&utm_campaign=post&utm_medium=web&showWelcomeOn...

The recent data on Chinese UCO exports to the US has revealed some surprising trends. Even though January/February China UCO incremental...

The reality is that despite gasoil backwardation of +$16.75/mt to September, BOGO (Bean Oil Gas Oil spread) is in contango (carry) of...

Bio/RD took the biggest hit from the fall in generated credits under RFS/EMTS. I am surprised it isn't worse but I think industry was...

As we are now beyond the 50% mark of the harvest in Brazil, it is important to get some perspective on soybean and oilseed supplies. We...

The biofuels market experienced notable shifts this week, with the Bean Oil-Gasoil Spread (BOGO) bouncing back almost a full standard...

The European Union's vegetable oil market has become extraordinarily dependent on a single source: Ukraine. Recent data from the EU...

D4 RINs going in wrong direction The renewable diesel and biodiesel markets are facing significant headwinds in early 2025, particularly...

The energy markets are experiencing notable shifts as ICE gasoil expired today with a nearly $13/mt premium to futures, while April/July...

The head of the Environmental Protection Agency (EPA) has sent shockwaves through renewable fuel markets with the announcement that...

A week in the bio business feels like a month these days. CO2 pipeline cancelled in South Dakota with lawmakers banning the use of...