We were looking at $135/mt backwardation from Mar to Dec 2023 in diesel in NorthWest Europe and are now looking at less than $40/mt. We...

Soybean stock to use ratio dropped to 22% in Mar 2021 yet we are now back to 27% stock to use since that low, or up 5% yet prices have...

BDI made a new low at 541 (on 3Nov of 2009, it made a low of 700). Although this is dry cargo, it is a good reflection of world economy...

We are sitting barely above the 200 day and Paranagua soy oil premium collapsed overnight by more than a 100 points with bids 100 points...

Hard to keep everything rationale with a changing war narrative to now the war of the worlds. Gasoil has rebounded solidly in Northwest...

BOGO has recovered somewhat this week after the massive drop of gasoil last week but a lower trend for BOGO remains firmly in place. The...

Illinois has passed a bill that would provide a State tax credit of $1.50 per Gallon of SAF blended with limitations of 10 mil gal of...

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. ...