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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01.09.2025
Additional 45z guidance expected on January 10
Information addressing the Bipartisan Infrastructure Law (BIL) and the Inflation Reduction Act (IRA) is expected to be released on Friday January 10, according to several sources speaking with...
01.09.2025
Prices for US animal fats and oils unchanged; market tightness persists
The US animal fats and oils markets were unchanged on Thursday January 9, as trade slowed following an active start to the week.
Participants continued to report stable pricing in...
01.09.2025
Averted ILA port strike eases animal protein market tension; November dog, cat food exports rise
US animal protein prices were steady on Thursday January 9. With the International Longshoremen’s Association (ILA) port strike avoided, sources expect unease to diminish to a degree. However, trade...