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Henri-Jean’s Globalbiodiesel Substack

Henri-Jean Bardon
Tens of paid subscribers

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.

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Issues354Founded2 years agoLast Issue6 days ago
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Latest Issues

Diesel Roars, RINs Rebound, EPA Still Silent

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...

6 days ago
Paid

EPA Flexibility Hits Soybean Oil, Diesel Tightness Remains

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...

7 days ago
1
Paid

Europe Reaches To Mexico for Diesel

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...

8 days ago
1
2
Paid

Sanctions Blink, Diesel and Biodiesel Steadies

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...

9 days ago
1
2
Paid

The War Premium Takes a Day Off

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...

10 days ago
Paid

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  • Henri-Jean Bardon

    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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