Renewable Fuel Watch

Renewable Fuel Watch

Last Updated: 11.19.2020

Ongoing Jacobsen Coverage and Insights of the Conversion of Petroleum Refineries to Low Carbon: Renewable Diesel, Sustainable Aviation Fuels and Co-Processing operations.

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Latest Addition

Senior Analyst, Tore Alden takes us through how the move to renewable fuels will impact vegetable oil prices.


Presentation Materials


Latest Renewable Diesel Focused Reports


Renewable Diesel Feedstock Balance Sheets
The large refiners have shifted strategies to incorporate renewable fuel feedstocks into their production streams. We’ve released our feedstock balance sheets for those looking to gain insights on where The Jacobsen Analyst Team sees the markets headed in the next 10 years.

  • Used-Cooking Oil Balance Sheet
  • Distiller’s Corn Oil Balance Sheet
  • Choice White Grease Balance Sheet
  • Canola Oil Balance Sheet
  • Soybean Oil Balance Sheet
  • Poultry Fat Balance Sheet
  • Tallow Balance Sheet

Learn More


Vegetable Oils Outlook
The Jacobsen’s Vegetable Oil Analysis looking at market drivers, usage, margins, pricing and forecasts including the impact of the Coronavirus.

  • World & Production Country Outlook 2020
  • Forecast till July 2021 for SBO, Palm Oil and Canola Oil
  • Market & Supply Drivers
  • Margins and Product Prices
  • Facilities and Region Analysis.
  • Impact of Coronavirus
  • Relative Market Size

Learn More


2020 Renewable Fuels & Feedstock Outlook Report
Our team of Senior Analysts has compiled a comprehensive report on the biomass-based fuels market looking forward till 2030.

  • 250+ page slide deck
  • 2 hours of private time with our Senior Analysts
  • Updated balance sheets for UCO, Tallow, DCO, Soybean Oil, and Canola Oil.
  • Access to our Infrastructure Project Monitor. Looking at new construction, retrofitting, and announcements.

Learn More

Fuels, Fats & Oils Forecast

The Jacobsen sits squarely in the middle of energy and agriculture, giving us an unfair advantage in understanding the movements of the market. Each weekly forecast generated by pairing the results of our proprietary forecasting algorithms with the knowledge of our Senior Analyst Team. Our team openly shares forecast accuracy results with our customers, therefore our confidence is earned each week.

Along with price forecasting, this report looks at LCFS movements and margin comparisons. Customers equipped with our sophisticated forecasting can take actionable steps in generating greater profits.

Free 7-Day Forecasting Trial

Sample Forecast
Soybean Oil Forecast vs Future Market
The Futures Market was off 7.7% and The Jacobsen was off 5.9%.

Ryan Standard looks at the horizon of big demand on feedstock.

John Cusick discusses the refinery adoption of renewable fuels.

Tore Alden: The Impact of the Coronavirus on the World Veg Oil Market

Jacobsen Article Coverage

Renewable Diesel Senior Analyst Team

Tore Alden

Dir. Forecasting/Sr. Analyst:  Oilseeds

Tore Alden

Tore Alden began his career as an analyst for the Agricultural Marketing Group at Smith Barney. When the group left to form International Agribusiness Group (IAG), he directed the firm’s fundamental research reports covering the markets for grain, oilseed, coffee, frozen concentrated orange juice, along with oil and natural gas. After leaving IAG, he developed ... read more

John Cusick

Consulting Manager / Sr. Analyst Biodiesel

John Cusick

John Cusick has 15 years of experience as a trader in biodiesel and biodiesel feedstock. His career has included work for the trading upstart RBF Port Neches, Texas, the largest biodesel production facility in the US, along with Morgan Stanley Commodities, Trafigura, Glencore and Imperium Renewables. He has successfully navigated the complex and challenging relationship ... read more

Bob Lane

Senior Analyst - Biodiesel, Vegetable Oil and Grain

Bob Lane

Bob Lane holds an MBA and a BBA in finance from Loyola University in Chicago. He has experience in real estate asset management and spent more than 15 years as a professional analyst and trader for options, futures and equities on the floors of the Chicago Board of Trade and the Chicago Board Options Exchange. ... read more

Ryan Standard

Director of PRA Ops & Senior Analyst - U.S and Intl Animal Fats & Proteins

Ryan Standard

Ryan Standard earned a degree in English literature and history from Monmouth College, while maintaining a parallel track in economics. With a background in logistics and sales, he joined The Jacobsen in 2007 as an analyst and the editor of the Animal Fats and Feed Bulletins, and contributor to the Biodiesel Bulletin. He has built ... read more

Questions?

The Jacobsen Team is available to consult on any questions you may have.


Blog

11.27.2020

Grain & Feed

Grain & Feed

PROGRAMMING NOTE: The Grain and Feed Bulletin will not publish on Thursday, Nov. 26. We'll print a price update on Friday, Nov. 27 and be back to our normal schedule...

11.27.2020

Cut in Indian Palm Oil Tax Sparks Rally in Veg Oil Futures

Cut in Indian Palm Oil Tax Sparks Rally in Veg Oil Futures

Cut in Indian Palm Oil Tax Sparks Rally in Veg Oil Futures

Soybean oil prices rallied during the shortened trading session on Friday as overnight strength...

11.25.2020

Organic Wheat Prices Are Stable Despite Rise in Flour Demand

Organic Wheat Prices Are Stable Despite Rise in Flour Demand

 

Happy Thanksgiving!

 

Organic wheat prices remain stable, and after briefly rising in tandem with conventional prices, organic feed wheat has moved back in line at a discount to organic corn...

Latest Tweets

We've setup a tracker to keep tabs on the conversion to renewable fuels. https://thejacobsen.com/renewable-fuels/?refcode=twitter #renewables #biodiesel #feedstocks #lowcarbon ... #fuels #alternativeenergy #diesel

We're IOSCO compliant!
https://thejacobsen.com/about/media/iosco-compliance/ #pricereporting #dco #yellowgrease #usedcookingoil #commodity

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Keep Track of the Conversion to Renewable Fuels on our special section: Renewable Fuels Watch