Henri-Jean’s Globalbiodiesel Substack
Henri-Jean BardonHenri's experience and timely comments on the Biodiesel/Renewable diesel and SAF market gives you a unique angle on the vegetable oil markets, waste oils and regulatory framework across geographies.
| Platform |  | Pricing | Only paid issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 262 | Subscribers | Read | globalbiodiesel.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
ICE Gasoil Reset, Hormuz Still Broken, Agriculture Moves the Other Way
Strait Still Constrained, VLCC Rates at $200k/Day, Global Oil Stocks Down 187 mb Since Feb While Grain Stocks Rise Above 800 mmt
ICE Gasoil Implied Volatility Above 100%, Hormuz Freeze Signals Structural Risk
Futures correct sharply but physical flows stall and escalation risk rises
Massive Distillate Futures Liquidation after-hours on US Unilateral Cease Fire
ICE gasoil collapses 20% while Singapore diesel holds $254/bbl and jet fuel strengthens
This Week Decides the Barrel as Distillate Tightness Meets Rising Caution
Singapore diesel near $267 per barrel, Apr Dec gasoil at plus $654 per ton, and D4 RINs at $1.80 as collapsing Hormuz flows collide with rising market caution
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Authors
The writers behind this newsletter.
Unfiltered reads on biofuels, renewable diesel (HVO and SAF) and global trade flows. I track diesel curves, BOGO/BOPO, ARAG barge flows and political energy barrels with a trader’s lens: numbers first, no groupthink for less than $1 per day
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