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South American Soybean Harvest: A Monster Crop with Global Implications
As we are now beyond the 50% mark of the harvest in Brazil, it is important to get some perspective on soybean and oilseed supplies. We...
Henri Bardon
Mar 193 min read
28 views
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BOGO Rebounds on Biodiesel Day as Markets Navigate Regulatory Crosscurrents
The biofuels market experienced notable shifts this week, with the Bean Oil-Gasoil Spread (BOGO) bouncing back almost a full standard...
Henri Bardon
Mar 182 min read
34 views
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Peace dividend & Ukraine's Commanding Market Share in EU Oilseed Imports
The European Union's vegetable oil market has become extraordinarily dependent on a single source: Ukraine. Recent data from the EU...
Henri Bardon
Mar 175 min read
25 views
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Policy Uncertainty and Trade Wars Threaten Industry Viability
D4 RINs going in wrong direction The renewable diesel and biodiesel markets are facing significant headwinds in early 2025, particularly...
Henri Bardon
Mar 134 min read
34 views
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Gasoil Backwardation Crumbles as Biofuels Markets Navigate Policy Minefield
The energy markets are experiencing notable shifts as ICE gasoil expired today with a nearly $13/mt premium to futures, while April/July...
Henri Bardon
Mar 122 min read
54 views
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Head of EPA announces 65% cuts
The head of the Environmental Protection Agency (EPA) has sent shockwaves through renewable fuel markets with the announcement that...
Henri Bardon
Mar 113 min read
133 views
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Bean-Oil Palm Oil spread plunges
A week in the bio business feels like a month these days. CO2 pipeline cancelled in South Dakota with lawmakers banning the use of...
Henri Bardon
Mar 73 min read
55 views
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US Bio margin get worse while EU improves
US biodiesel producers are facing increasingly challenging economic conditions as screen crush margins have plummeted to negative 34...
Henri Bardon
Mar 63 min read
31 views
0 comments

US shows feedstock resilience while Germany low Biodiesel blend could lead to end of Double counting
The U.S. biofuel market showed signs of resilience this week as RINs recovered to 79 cents per gallon, with BOGO climbing nearly 4%,...
Henri Bardon
Mar 54 min read
48 views
0 comments

Soybean oil carry spread to May widens to $11/mt
As of March 4, 2025, the global biofuels landscape continues to evolve amid geopolitical tensions, regulatory uncertainty, and...
Henri Bardon
Mar 44 min read
23 views
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Historic Shift: Japan's First-Ever Biofuel Subsidy & US Tariff Threats Reshape Markets
The global biofuels industry finds itself at a critical inflection point as we enter March 2025, with converging pressures from trade...
Henri Bardon
Mar 35 min read
48 views
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Was 2024 Peak Year for Conventional Biofuels? Insights from Palm Oil Conference 2025
The global biofuels landscape is fundamentally recalibrating, with a pronounced shift toward domestic sourcing of waste oils across...
Henri Bardon
Mar 24 min read
38 views
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Diesel's Warning Sign: Record Backwardation Signals Market Stress Amid Biofuel Challenges
The global biofuels sector is experiencing a significant market realignment as a confluence of geopolitical and regulatory forces creates...
Henri Bardon
Feb 273 min read
9 views
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Biodiesel's Triple Threat: Corruption, Regulation, and Negative Margins
The biodiesel industry is facing a perfect storm of challenges as regulatory mishaps and corruption scandals create unprecedented market...
Henri Bardon
Feb 253 min read
135 views
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Malaysia rules out subsidizing Biodiesel
With BOPO (Bean Oil Palm Oil) still at negative $11 after falling $30 today, it shows how volatile the current situation is with palm...
Henri Bardon
Feb 242 min read
20 views
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RINs generation drops 20% while D4 drop 42.2%
Although these are dramatic drops in RINs generation, it should be noted that there is seasonality at play here and also a strong...
Henri Bardon
Feb 211 min read
32 views
0 comments

Soyoil unrealistic rally after NOPA
Despite a record crush of over 200 million bushels (5.4 million MT), the trade was expecting 204 million bushels. I think January would...
Henri Bardon
Feb 202 min read
15 views
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Biodiesel Markets Surge as BOGO Climbs 7% – What’s Driving the Rally?
https://open.substack.com/pub/globalbiodiesel/p/biodiesel-markets-surge-as-bogo-climbs?r=3f53s9&utm_campaign=post&utm_medium=web&showWelc...
Henri Bardon
Feb 181 min read
5 views
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SAF Discount to HVO Widens as NGO Funding Raises Market Policy Questions
https://globalbiodiesel.substack.com/p/saf-discount-to-hvo-widens-as-ngo?r=3f53s9
Henri Bardon
Feb 181 min read
5 views
0 comments

Biofuel Demand Destruction 2.0: History May Rhyme, But the Music is Different
https://globalbiodiesel.substack.com/p/biofuel-demand-destruction-20-history?r=3f53s9
Henri Bardon
Feb 131 min read
10 views
0 comments
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