We are seeing footprints of Renewable Diesel longs in Mar Call options at strikes of 68, 70, 72, 74, 75 and even up to 80 in large...

EIA releases Biodiesel data with almost 3 months delay but Oct data shows clearly how sensitive biodiesel feedstock use is to pricing of...

FAME in Europe finally trading at BOGO values of +$520/mt over ICE Gasoil with premium in a contango structure. However we can see that...

There is much to write about Biodiesel but certainly more importantly it is the SAF credit of $1.25 per Gallon that will apply to...

Inverse in Jan/May Bean oil is up 272% since Dec 5 while in Gasoil Jan/May is up 87% ...hmmmmm. Bean oil as coefficient has barely moved...

It is my go-to model for bean oil and it appears that trend has yet to be broken as we moved this month from the 1.80's to 1.60's. Still...

Gasoil has dropped 15% in the last 3 months returning to pre-war levels as spot distillate inventories have grown in face of record...

Sounds like a complex move but reality is that the expansion of Annex IX part B was necessary as it was so limited to essentially two...

With ICE Gasoil down nearly 8% on the day and Heating oil nearly 4%, difficult to tell where this market is going but margins for...

Although canola oil has been used for conventional biodiesel since 2010 and rapeseed oil since 2013, it was not yet approved for...

It is remarkable that we moved from +$30 backwardation in diesel a month ago to a -$4 contango yet the backwardation for gasoil of Jan23...

As I had previously said, Bean oil was pricing a large increase in Biomass-based Diesel but that ended up being long and wrong! I think...

Even earlier this year when we thought we had no Soy crop and with a War in Europe we didn't reach 1.80X but here we are just ahead of...

No news is good news, oilshare keeps moving higher to 0.48 while Biodiesel screen crush gets pummeled lower. Would be careful here as...

FEDIOL reporting record high crushing for Rapeseed this past October yet RME premium strength continues in Europe as Gasoil is imploding...

Bean oil is spiking higher despite Brazil incoming govt announcing that they would not increase mandate until possibly next year....

Significant drop in crude and Heating oil are crushing biodiesel margins. Soyoil remains steady despite record low FOB premiums for...

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

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