2 min read
Why Biofuels Margins Just Got Harder to Predict
Biofuels markets have never moved in isolation. They sit at the intersection of energy prices, agricultural markets, government policy, trade flows,...
Biofuels and Feedstocks | Chemicals | Forest Products | Pulp and Paper
2 min read
Biofuels markets have never moved in isolation. They sit at the intersection of energy prices, agricultural markets, government policy, trade flows,...
2 min read
Surging feedstock prices have pulled US renewable diesel producer margins down from recent highs. Even so, plants remain far more profitable than...
3 min read
The path to net-zero emissions is clear in principle but increasingly complex in practice.
4 min read
The EPA’s latest Renewable Fuel Standard (RFS) update is more than a policy milestone; it’s a market inflection point.
2 min read
Geopolitical instability has once again injected uncertainty into global energy markets. The ongoing Iran war, creating a sharp rise in oil prices,...
2 min read
The Sustainable Fuels Global Summit 2026 brought together leaders from across the low-carbon fuels ecosystem for a timely and forward-looking...
2 min read
The US clean fuels industry gathered in Orlando last week for the annual Clean Fuels Conference at a moment of real inflection. With record-high...
2 min read
Each year, we publish a forward-looking assessment of the forces shaping biofuels and feedstocks markets. As 2026 comes fully into focus, policy...
4 min read
We all know how quickly the global business landscape is shifting to Environmental, Social, and Governance (ESG) compliance. Even though it’s often...
3 min read
The UK government’s recent call for evidence on crop-derived sustainable aviation fuel (SAF) signals a notable shift in policy. For years, official...
4 min read
The maritime industry sits at the center of one of the most challenging decarbonization positions. With global shipping responsible for roughly 3% of...
5 min read
The world entered the era of the Paris Agreement with a bold moral and technical commitment: to limit global warming to 1.5°C above pre-industrial...