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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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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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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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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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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 18, 20221 min read
Tipping point
https://www.bloomberg.com/graphics/2022-clean-energy-electric-cars-tipping-points/?utm_content=busin
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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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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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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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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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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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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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Henri Bardon
Sep 28, 20221 min read
South American Soyoil premium fall as forward demand collapses
28 Sep 2022 - Premium falter as EU has essentially banned Soyoil from feedstock choices under the Renewable Energy Directive III. Palm...
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Henri Bardon
Sep 21, 20221 min read
Biodiesel and Renewable Diesel are the king of CO2 Tech
Biodiesel and renewable diesel fuel are the biggest carbon-cutting technologies from the transportation sector, edging out ethanol and...
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