Posts | Globalbiodiesel

No Palm and soon no Soyoil feedstock for Europe?

Nov 14, 20221 min read

No Palm and soon no Soyoil feedstock for Europe?

The very bias soy study published by the Transport and Environment blames Amazon deforestation on biofuels when in fact 80% of a Soybean...

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2 Metric Tons of Palm oil for 1 Metric Ton of Bean oil?

Henri Bardon

Nov 11, 20221 min read

2 Metric Tons of Palm oil for 1 Metric Ton of Bean oil?

What is happening here is exceptional as we had seen +$300 per MT premium in times of Soya crop concerns when the actual naturally...

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Rain makes grain and Palm oil...La Nina extends its stay in Pacific

Henri Bardon

Nov 10, 20220 min read

Rain makes grain and Palm oil...La Nina extends its stay in Pacific

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Heading into another year of increasing Vegetable oil supplies

Henri Bardon

Nov 8, 20221 min read

Heading into another year of increasing Vegetable oil supplies

We have record oilseeds crops being grown in South America after just harvesting another record crop in US this year. Overall production...

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EPA drag their feet on RFS volume requirements

Henri Bardon

Nov 4, 20221 min read

EPA drag their feet on RFS volume requirements

“We agreed to EPA’s request for a two-week extension on the condition that November 30 will be the final deadline and there will be no...

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Whatever scenario you pick, Biofuels seen 4X 2021 volumes by 2050

Henri Bardon

Nov 3, 20221 min read

Whatever scenario you pick, Biofuels seen 4X 2021 volumes by 2050

Have seen the business explode from 5 Mil Metric Tons in 2006 to 50 Mil MT this year, IEA is predicting another doubling by 2030 and so...

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Sizable options activity Dec 22 btw 70-75 cents while forwards non-existent?

Henri Bardon

Nov 1, 20221 min read

Sizable options activity Dec 22 btw 70-75 cents while forwards non-existent?

Looks like US Renewable Diesel hedging activity in Soybean oil is concentrated on Dec22 soy oil options. 8153 lots Open interest in...

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Bean oil as Coefficient of Gasoil trend unbroken despite BOGO rally

Henri Bardon

Nov 1, 20221 min read

Bean oil as Coefficient of Gasoil trend unbroken despite BOGO rally

Social network rumors of changes in zero covid policy in China sparked a rally in the vegetable oil complex. Today Foxconn factory and...

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What biodiesel can do for the Diesel pool?

Henri Bardon

Oct 29, 20220 min read

What biodiesel can do for the Diesel pool?

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Beanoil coefficient Vs Gasoil is making new lows as US continues to heavily subsidize RD

Henri Bardon

Oct 27, 20221 min read

Beanoil coefficient Vs Gasoil is making new lows as US continues to heavily subsidize RD

RD is Renewable Diesel or HVO with at least 50% Green House Gas Savings made mostly from Soyoil (~60%) rest is waste animal fats. With...

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Renewable Diesel Income overshadow Ethanol at Valero

Henri Bardon

Oct 25, 20221 min read

Renewable Diesel Income overshadow Ethanol at Valero

https://biodieselmagazine.com/articles/2518383/valero-reports-profitable-q3-for-renewable-diesel-eth

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MEPs vote for world-first maritime RFNBO target, higher GHG cuts

Henri Bardon

Oct 19, 20222 min read

MEPs vote for world-first maritime RFNBO target, higher GHG cuts

European MPs voted Wednesday to adopt the world's first targets for renewable fuels of non-biological origin (RFNBOs) for the maritime...

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Henri Bardon

Oct 19, 20221 min read

Biodiesel accelerates decarbonization

We should remember the age of the EU’s HDVs fleet. On average, trucks are 13.9 years old, and buses 12.8 years old. The vast majority of the

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Henri Bardon

Oct 17, 20221 min read

Tipping point

https://www.bloomberg.com/graphics/2022-clean-energy-electric-cars-tipping-points/?utm_content=busin

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Nov Gasoil down $50 on volatile session. BOGO strengthens $30 but charts not looking good

Henri Bardon

Oct 11, 20221 min read

Nov Gasoil down $50 on volatile session. BOGO strengthens $30 but charts not looking good

BOGO levels reflecting $415 or lower levels but FAME trades 470 in window with RME/F0 at $213

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BOGO breaks down >$100 this week as Gasoil spikes on OPEC+ action

Henri Bardon

Oct 7, 20221 min read

BOGO breaks down >$100 this week as Gasoil spikes on OPEC+ action

BOGO breaks below +$300 at +$287 on the prompt while Dec showing +$376. With Mar showing +400 and May +436, we are in contango. These...

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Some barge company calling Force Majeure on Mississippi River traffic

Henri Bardon

Oct 6, 20221 min read

Some barge company calling Force Majeure on Mississippi River traffic

https://apnews.com/article/louisiana-mississippi-missouri-river-us-army-corps-of-engineers-e65a5fd9371384593d6e1f9cf74e6444

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e-RINs are upon us! TESLA & FORD & GM best placed to take advantage of this program

Henri Bardon

Oct 5, 20221 min read

e-RINs are upon us! TESLA & FORD & GM best placed to take advantage of this program

US EPA expected to send proposal on #biofuel blending mandates post-2022 to White House by end of next week, sources said. That proposal...

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BOGO has broken down since May mostly on Gasoil strength

Henri Bardon

Oct 4, 20221 min read

BOGO has broken down since May mostly on Gasoil strength

How low does it go since it has broken broken both 60 and 100 day wdma. Soyoil premiums in SouthAmerica would indicate bean oil futures...

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Legal assaults on RFS continues with renewed vigor

Henri Bardon

Sep 28, 20221 min read

Legal assaults on RFS continues with renewed vigor

The Center for Biological Diversity on Tuesday challenged in court the U.S. Environmental Protection Agency's final rule setting...

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