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Market News

Exterior shot of the Office of the US Treasury.

3 min read

45Z Final Rules are Coming in November. Now is the Time to Plan.

The US Department of the Treasury has moved the Section 45Z Clean Fuel Production Credit from open-ended uncertainty to a clearer regulatory timeline.

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A key on a keyboard that reads USDA US Department of Agriculture with a finger about to press it.

3 min read

USDA's 45Z Feedstock Rule Moves Carbon Accounting Closer to the Farm

For months, one of the biggest open questions in the US biofuels market has been how farm-level carbon reductions would translate into 45Z credit...

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Several shipping containers with China's flag next to Europe, indicating greater exports from China to Europe.

3 min read

China's HVO Exports Overtake Biodiesel for the First Time

China reached an important milestone in May that could signal a broader shift in global biofuel trade.

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Small flags of Iran and the US displayed on top of a desk.

2 min read

US-Iran Peace Terms Shift Biofuel Market Assumptions

Despite their tumultuous and tenuous status, the recent outline of peace terms between the United States and Iran has quickly reshaped market...

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Corn kernels and a cob with US $100 bills laying on top, signaling the biofuels market.

5 min read

DOE’s Updated 45Z GREET Model Brings Clarity to US Biofuels Markets

The US Department of Energy’s updated 45ZCF-GREET (Greenhouse gases, Regulated Emissions, and Energy use in Technologies) model gives the renewable...

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Aerial shot of a forest with the letters CCS for Carbon Capture and Storage.

3 min read

Microsoft Signs New CDR Carbon Capture Deal After a Reported Pause

Just weeks ago, the carbon dioxide removal (CDR) market was asking an uncomfortable question: what happens if Microsoft stops buying?

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3 min read

Chlor-Alkali in 2026: Why Market Insight Matters More Than Ever

The chlor-alkali market entered 2026 with a more complex set of pressures than in previous years. New capacity additions, shifting trade flows,...

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An aerial view of an oil refinery.

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...

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A map showing the country of Iran with the a small Iranian flag placed on it.

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...

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Sign on a building that reads Environmental Protection Agency.

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.

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Biofuels Market Update: Iran Implications, Q2 2026 Biofuels Outlook

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...

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a fleet of anchored cargo ships on placid water at sunset

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...

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