2 min read
Global Fuel Crunch Raises the Stakes for US Renewable Diesel Exports
Surging feedstock prices have pulled US renewable diesel producer margins down from recent highs. Even so, plants remain far more profitable than...
Market News
2 min read
Biofuels Markets Find Their Footing Amid Fragile Iran Ceasefire
Despite being underpinned by continued military pressure and an oil blockade, the return to US–Iran peace talks has helped take some of the heat out...
4 min read
Record RVOs Reset the Biofuels Market. What Comes Next?
The EPA’s latest Renewable Fuel Standard (RFS) update is more than a policy milestone; it’s a market inflection point.
1 min read
Biofuels Market Update: Iran Implications, Q2 2026 Biofuels Outlook
The Iran War continues to substantially impact global economics, particularly within the energy and bioenergy fields. This month's market update...
5 min read
Iran Conflict and Global Petrochemical Supply Disruptions: How Korea, Taiwan, Japan and Europe Are Feeling the Strain
As conflict in the Middle East continues to disrupt energy flows, the impact is increasingly being felt across petrochemical supply chains—especially...
2 min read
The Last Ship to Reach Its Destination
The Situation Is Getting Worse The number of ships transiting the strait has dropped into the single digits—a stark contrast to the 60–80+ vessels...
2 min read
Middle East Tensions Ripple Through Energy, PVC, and Chlor-Alkali Markets
Rising Oil Prices Increase Energy Costs for European Producers Brent crude prices have risen in recent days amid geopolitical tensions involving...
2 min read
[Video] Molecules to Markets Episode 5: Now or Never: A Critical Moment for Global Chemical Markets
Geopolitical tension, energy volatility, and shifting trade flows are converging at a critical moment for global chemical markets.
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2 min read
[Video] Molecules to Markets Episode 4: How the Iran Conflict Is Reshaping Global Chemical Markets
Geopolitical conflict often sends immediate shockwaves through energy markets—but the implications for chemicals and petrochemicals are more complex...
3 min read
Biofuels Market Implications as Iran War Intensifies
Escalating conflict in the Middle East is once again injecting volatility into global energy markets. While the immediate impacts are being felt in...
3 min read
“Operation Epic Fury”: The U.S. and Israel’s Coordinated and Highly Strategized Takeover of Iran—What Are Our Expectations?
On February 28, 2026, the United States and Israel launched a coordinated strike targeting multiple Iranian military assets simultaneously, targeting...
4 min read
Shipping Disruption in the Persian Gulf Sends Oil Higher, Raising Immediate Feedstock Risk for Global Petrochemical Markets
Coordinated military strikes by the United States and Israel on Iranian targets in late February have triggered the most significant disruption to...