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US Bio margin get worse while EU improves
US biodiesel producers are facing increasingly challenging economic conditions as screen crush margins have plummeted to negative 34...
Henri Bardon
Mar 63 min read
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US shows feedstock resilience while Germany low Biodiesel blend could lead to end of Double counting
The U.S. biofuel market showed signs of resilience this week as RINs recovered to 79 cents per gallon, with BOGO climbing nearly 4%,...
Henri Bardon
Mar 54 min read
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Soybean oil carry spread to May widens to $11/mt
As of March 4, 2025, the global biofuels landscape continues to evolve amid geopolitical tensions, regulatory uncertainty, and...
Henri Bardon
Mar 44 min read
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Historic Shift: Japan's First-Ever Biofuel Subsidy & US Tariff Threats Reshape Markets
The global biofuels industry finds itself at a critical inflection point as we enter March 2025, with converging pressures from trade...
Henri Bardon
Mar 35 min read
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Was 2024 Peak Year for Conventional Biofuels? Insights from Palm Oil Conference 2025
The global biofuels landscape is fundamentally recalibrating, with a pronounced shift toward domestic sourcing of waste oils across...
Henri Bardon
Mar 24 min read
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Diesel's Warning Sign: Record Backwardation Signals Market Stress Amid Biofuel Challenges
The global biofuels sector is experiencing a significant market realignment as a confluence of geopolitical and regulatory forces creates...
Henri Bardon
Feb 273 min read
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Biodiesel's Triple Threat: Corruption, Regulation, and Negative Margins
The biodiesel industry is facing a perfect storm of challenges as regulatory mishaps and corruption scandals create unprecedented market...
Henri Bardon
Feb 253 min read
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Malaysia rules out subsidizing Biodiesel
With BOPO (Bean Oil Palm Oil) still at negative $11 after falling $30 today, it shows how volatile the current situation is with palm...
Henri Bardon
Feb 242 min read
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RINs generation drops 20% while D4 drop 42.2%
Although these are dramatic drops in RINs generation, it should be noted that there is seasonality at play here and also a strong...
Henri Bardon
Feb 211 min read
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Soyoil unrealistic rally after NOPA
Despite a record crush of over 200 million bushels (5.4 million MT), the trade was expecting 204 million bushels. I think January would...
Henri Bardon
Feb 202 min read
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Biodiesel Markets Surge as BOGO Climbs 7% – What’s Driving the Rally?
https://open.substack.com/pub/globalbiodiesel/p/biodiesel-markets-surge-as-bogo-climbs?r=3f53s9&utm_campaign=post&utm_medium=web&showWelc...
Henri Bardon
Feb 181 min read
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SAF Discount to HVO Widens as NGO Funding Raises Market Policy Questions
https://globalbiodiesel.substack.com/p/saf-discount-to-hvo-widens-as-ngo?r=3f53s9
Henri Bardon
Feb 181 min read
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Biofuel Demand Destruction 2.0: History May Rhyme, But the Music is Different
https://globalbiodiesel.substack.com/p/biofuel-demand-destruction-20-history?r=3f53s9
Henri Bardon
Feb 131 min read
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Energy shifts again while Rapeseed dominates EU imports
https://globalbiodiesel.substack.com/p/energy-shifts-again-while-rapeseed?r=3f53s9
Henri Bardon
Feb 121 min read
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US Renewable Diesel producers pivot to tallow
https://globalbiodiesel.substack.com/p/us-renewable-diesel-producers-pivot?r=3f53s9
Henri Bardon
Feb 111 min read
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Diesel Global demand destruction
https://globalbiodiesel.substack.com/p/diesel-global-demand-destruction?r=3f53s9
Henri Bardon
Feb 51 min read
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The Perfect Storm: Record Oilseeds Production Meets Market Uncertainty in 2025
https://open.substack.com/pub/globalbiodiesel/p/the-perfect-storm-record-oilseeds?r=3f53s9&utm_campaign=post&utm_medium=web
Henri Bardon
Feb 41 min read
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D4 RINs explode higher as 45z remains unclear
https://globalbiodiesel.substack.com/p/d4-rins-explode-higher-as-45z-status?r=3f53s9
Henri Bardon
Feb 31 min read
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Tallow Continues to lead in EIA feedstock mix
https://open.substack.com/pub/globalbiodiesel/p/tallow-continues-to-lead-in-eia-feedstock?r=3f53s9&utm_campaign=post&utm_medium=web&showW...
Henri Bardon
Feb 21 min read
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Asian Holiday highlights Regional Biofuel Market Divergence
https://open.substack.com/pub/globalbiodiesel/p/asian-holiday-highlights-regional?r=3f53s9&utm_campaign=post&utm_medium=web&showWelcomeOn...
Henri Bardon
Jan 291 min read
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