US Biofuels Remain Constrained As Feedstock Usage Falls And Economics Stay Negative
- Henri Bardon
- Jan 6
- 3 min read
The theme today is the United States, even though Europe and global vegetable oils continue to shape pricing signals. The US feedstock usage data from October, while backward looking, remains the best structural reference for how early 2026 is unfolding. When combined with current margin screens and energy structure, it paints a difficult picture for advancing the sector.
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