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 | 258 | Subscribers | Read | globalbiodiesel.substack.com |
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Latest Issues
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Singapore Diesel Nears $300 per Barrel Breaking point as BOGO Collapses
Asia leads the squeeze while Europe begins to fracture under diesel shortages
Futures Price Peace While Physical Markets Price Shortage
CE gasoil ~$1,346/mt, Brent Jun/Dec ~$10–11 backwardation, jet near $200/bbl, D4 RINs at 1.81 while physical premiums hold firm against weaker vegoils
Jet Fuel Breaks First as Quarter-End Flows Distort the Barrel
Singapore diesel near $238/bbl anchors tight fundamentals while expiry pressure, RIN strength, and collapsing feedstock premiums expose a fragile balance
The U.S. Soyoil Island Expands While Europe Trades Prompt Tightness
Oilshare at 52.08 percent, BOPO at $361, and D4s at 1.765 point to a market where spreads, not flat price, carry the risk
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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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