The biodiesel complex finds itself at an intriguing inflection point today. Gasoil has firmed to $634/mt, lending support to downstream...

The BOPO spread (Bean Oil – Palm Oil) has surged from –90 on January 3 to +112.82 today—an extraordinary 200-point reversal that reflects...

The biodiesel and renewable diesel landscape remains in flux this week, with Europe’s spot premiums still strong despite stable ICE...

The biodiesel market continues to confound expectations. Spot premiums in the ARAG barge market have exploded, with FAME 0 trading at...

Today’s biofuels market landscape is clouded by confusion and contradiction. While the USDA’s latest WASDE report offered few surprises,...

One week after 'Liberation Day,' the policy pendulum in Washington continues to swing abruptly, and with it, the global biofuels complex....

ICE gasoil futures have broken sharply lower, slipping by 4%—a full standard deviation—on the back of mounting bearish sentiment in...

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...