Nothing surprising about the WASDE report today except the confirmation of large crops everywhere and ample inventories. Gasoil in...

BOPO (Bean Oil Vs CPO) in metric tons went nearly negative today as soft oil pressure is strong in Asia with large volumes of SFO from...

Don't usually like to follow monthly charts but I believe it is timely to look at ICE gasoil monthly chart that seem to indicate we are...

The use of UCO and advanced Biofeedstocks like POME (palm oil effluent) has been consistently displacing crop based biodiesel/HVO and...

Jun report from EIA shows Soyoil continued drop in allocation as a feedstock for RD/biofuels despite increasing capacity available +7%...

We probably looking at the 500Kt to 1.0 Mil MT of additional Biodiesel demand in 2025 from maritime fuel. All vessels greater of 5000dwt...

This move was nearly one standard deviation higher with oil share @41% also closing ahead of the long weekend (labor day). Beans moved...

Planting season for soy will start in RGDS in a couple of weeks and despite general lack of moisture in central Brazil partigularly...

The only exception to large increases in vegetable oil has been sunflower oil. This is almost uniquely caused by the war in Ukraine. The...

How backwardation has changed the landscape of storage based markets taking floating storage to zero. Are we about to see a major change...

Large US distillate exports to EU causing tigher stocks in US. The main global issue with distillate is China demand. Lower refining...

China custom data shows that Jan-Jul24 exports amounted to 668Kt which is still quite high considering that all of last year, China...

Data shows that Aug could be a record month of 13.75 Mil barrels of diesel moving to Europe from US Gulf. A lot of this has to do with...

Bean oil drives BOGO lower as bean oil broke technical level of 40 cents per lbs. Generally such large break in Soybean oil is often a...

not much noticed but Aug/Oct ULSD on ICE expired at -13.50/MT. NWE demand definitely an issue at the moment while supply ample as...

Overall feedstock use was up 4.86% vs same time last year yet soybean oil use was down 6% yoy and Tallow use up +96% yoy driven mostly...

After 4 years of extreme volatility Crude Palm Oil returns to historical relationship of $104/mt discount with Soyoil. It should be...

Lower soyoil and soybean imports by China continue to drag the complex lower yet we are still at 36% oilshare. The only bright spot for...

Continued weakness (contango) in structure through Oct while Oct/Dec is still in backwardation makes trading gasoil quite difficult in...

Flat price Gasoil is down $64/mt since jul 1 while backwardation weakens despite tighter stocks world wide. Obviously there is a demand...