03.28.2025
Sausage casings bulletin, March 28, 2025

Runner market commentary
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Within the US we are seeing established renewable diesel producers actively expanding in order to claim additional market share in the renewable diesel sector. Strong margins in a market that has room to expand from the traditional transportation auto market into aviation has both old and new participants looking to raise capacity. Oil refiners are currently staged to make a big splash in the US market as several already have large projects ramping up or considering additional projects in the next three to five year period. Below are graphs indicating how we currently see capacity expanding. It is a rapidly changing market with several new project plans being announced each quarter.
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