Institutional-quality market analysis on biofuels, renewable energy feedstocks, and oleochemicals. Independent research from our trading desk — grounded in public data, cross-referenced sources, and direct market observation.
Long-form market research on biofuels, renewable feedstocks, and oleochemicals. Look Aheads are annual commodity outlooks published at the start of each year. Research Notes are thematic deep-dives on specific market developments, regulatory shifts, or structural trends.
Supply-demand fundamentals, biodiesel-driven production dynamics, regional trade flows, and pricing outlook for crude and refined glycerin across Europe, Asia, and the Americas.
Download PDFBiodiesel, HVO, and SAF capacity buildout, feedstock competition, regulatory mandates (RED III, RFS, LCFS), and the shifting trade flow landscape from Southeast Asia to Europe.
Download PDFTrade flow disruption from US-China tariffs, ISCC certification fraud at industrial scale, and the intensifying feedstock war between HVO producers, SAF refiners, and biodiesel plants.
Download PDFISCC, RED III, RINs, and LCFS frameworks compared. Certification fraud at industrial scale, audit weaknesses, and the regulatory response reshaping waste-based biofuel compliance.
Download PDFGlobal HVO capacity expansion by producer and region. Feedstock competition between UCO, tallow, and PFAD. Glycerin supply implications from FAME-to-HVO displacement.
Download PDFCat 1/2/3 dynamics in the EU rendering industry. Pricing versus UCO and vegetable oils, HVO feedstock demand growth, and RED III waste classification impacts.
Download PDFShorter analytical articles on specific market developments, regulatory shifts, and pricing moves. Timely, topical, and published as events unfold.
RED III transposition across Germany, Netherlands, and France. Anti-dumping duties on Chinese biodiesel, double-counting removal, and the reshaping of EU trade flows.
Download PDFIndonesia B40, Malaysia B20, and the tightening of regional feedstock supply. POME fraud, certification challenges, and the squeeze on EU-Asia trade corridors.
Download PDFFlexitank versus ISO tank economics, Asia-Europe freight rate dynamics, and the impact of container costs on biofuel landed pricing.
Download PDF