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Henri Bardon
Feb 41 min read
The Perfect Storm: Record Oilseeds Production Meets Market Uncertainty in 2025
https://open.substack.com/pub/globalbiodiesel/p/the-perfect-storm-record-oilseeds?r=3f53s9&utm_campaign=post&utm_medium=web
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Henri Bardon
Feb 31 min read
D4 RINs explode higher as 45z remains unclear
https://globalbiodiesel.substack.com/p/d4-rins-explode-higher-as-45z-status?r=3f53s9
6 views
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Henri Bardon
Feb 21 min read
Tallow Continues to lead in EIA feedstock mix
https://open.substack.com/pub/globalbiodiesel/p/tallow-continues-to-lead-in-eia-feedstock?r=3f53s9&utm_campaign=post&utm_medium=web&showW...
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Henri Bardon
Jan 291 min read
Asian Holiday highlights Regional Biofuel Market Divergence
https://open.substack.com/pub/globalbiodiesel/p/asian-holiday-highlights-regional?r=3f53s9&utm_campaign=post&utm_medium=web&showWelcomeOn...
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Henri Bardon
Jan 282 min read
Policy Uncertainty and Supply Shifts: A New Chapter in Biofuels Trade
It was my Birthday yesterday so I did not look at the markets. The global biofuels market finds itself navigating through increasingly...
4 views
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Henri Bardon
Jan 231 min read
I moved my comments to Substack - follow the link
https://open.substack.com/pub/globalbiodiesel/p/gasoil-backwardation-drops-44?r=3f53s9&utm_campaign=post&utm_medium=web&showWelcomeOnShar...
8 views
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Henri Bardon
Jan 221 min read
Oilseeds hangover cannot be wished away
Rapeseed oil spread with Soybean oil in Northwest Europe has narrowed to $20/mt while still holding its label as cheapest oil in Europe....
29 views
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Henri Bardon
Jan 202 min read
WTO pardons Palmoil while Beanoil returns to historical premium
Last Friday the WTO finally admitted that the European commission had discriminatded in a protectionistic fashion against Palm oil in its...
51 views
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Henri Bardon
Jan 161 min read
Soyoil Mar/May contango widens following 45z guidance inaction
Carrying charges for soyoil are now nearly -0.42 through May 25, reflecting the end of BTC and the advent of CFPC uncertainties under...
49 views
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Henri Bardon
Jan 152 min read
Release of the 45ZCF-GREET Model and Its Implications for Biodiesel/RD Feedstocks
Today U.S. Department of Energy’s release of the 45ZCF-GREET model  marks a significant evolution in evaluating lifecycle greenhouse gas...
570 views
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Henri Bardon
Jan 152 min read
Rapeseed oil premium to Soyoil declining
The spread between rapeseed oil and soyoil is reaching a low of +20 Euro/mt in northwest Europe as the winter biodiesel season ends,...
33 views
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Henri Bardon
Jan 132 min read
Despite uncertainty on 45z, soyoil export commitments support
Export commitments have been at an all-time high as US soyoil prices have been quite competitive. We have even seen 65Kt of soyoil...
106 views
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Henri Bardon
Jan 102 min read
Biodiesel flat price spikes on Russia related sanctions
Full standard deviation higher for gasoil, which is up $50/mt since the end of year settlement. The announcement of sanctions on the...
59 views
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Henri Bardon
Jan 92 min read
UCO Trade and SAF Production: Critical Connections in the Aviation Energy Transition
As major economies push ahead with sustainable aviation fuel (SAF) mandates in 2025, maintaining free trade in Used Cooking Oil (UCO) has...
53 views
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Henri Bardon
Jan 72 min read
Palm oil trade into Europe drops another 16%
The EU 27 imported in 2024 just 1.365 million metric tons. Palm is being substituted out of the trade in Europe just like it has been in...
61 views
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Henri Bardon
Jan 61 min read
Diesel Demand spikes in Asia on earlier dated CNY
Chinese New Year (CNY) is 12 days earlier than last year on Jan 29. China will export 17% less year-on-year for January of refined...
29 views
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Henri Bardon
Jan 32 min read
Pricing of Soyoil remains inconsistent with Bio demand perspective
Despite the drop in vegetable oil stocks, the growth in oilseed stocks is +22.3%, while vegetable oil stocks are down 9%. This is a...
61 views
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Henri Bardon
Jan 21 min read
US Biodiesel/RD Canola oil use spikes +37%
EIA data shows that overall feedstock use was up 15% in Oct24 vs. the year prior, with Yellow Grease showing the biggest drop in the mix,...
47 views
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Henri Bardon
Dec 19, 20242 min read
Baltic Dry Index finally collapses down 40% for month
BDI finally fell 5% today, trading below 1000, reflecting the market situation for essential dry bulk cargo. The Clean Tanker Index...
27 views
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