
Henri'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 | |
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| Issues | 354 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | |||||

ICE gasoil +4.4% to $1,275.50/mt, Sep/Jan backwardation back near +$200/mt, soybean oil +3.8% and Dec-26 D4 RINs +14%.
The strongest signal on the screen today is diesel, not crude. September ICE gasoil surged to $1,275.50/mt while January...
Sep/Jan soyoil collapses to -0.49 cents/lb and D4 RINs lose about 20%, while ICE gasoil holds near $1,240/mt with roughly $135/mt Sep/Dec backwardation and U.S. distillate stocks near 103 million B
The most important move today is not the...
300,000 barrels of Mexican ULSD, a heat crack near $96/bbl and HVO2 paper already at 117.9 kt by Wednesday.
Europe is beginning to show the diesel stress I have been expecting. Roughly 300,000 barrels of Mexican ULSD have reportedly been i...
Sep/Dec gasoil +$127.50/mt, Dec BOGO +$391/mt and 73.5¢ soybean oil calls cost only $11/day
Yesterday’s much-advertised sanctions D-Day turned into a nothing burger for immediate energy supply. Washington stopped short of the aggressive se...
September gasoil falls 5.2% and the heating-oil crack slips to $94/bbl, while estimated operational SPR coverage approaches one week.
Energy started the week with a substantial correction, concentrated in middle distillates rather than cru...
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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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