Biodiesel Brief

Vesper

The Biodiesel Brief delivers bi-weekly updates on the global biodiesel market, based on the latest analysis from Gehrman Kosenkov, Vesper’s Market Analyst. Each episode unpacks price trends, feedstock dynamics, and trade flows, translating complex market shifts into clear, actionable insights. Perfect for procurement professionals, sellers, and traders navigating today’s evolving biofuel landscape. For the full market analyses and real-time biodiesel price benchmarks and forecasts, visit app.vespertool.com.

Episodios

  1. 06/11/2025

    Nov. 6, 2025 – Biodiesel Prices Rise Amid Policy Tensions

    Prices for most biodiesel grades rose over the last two weeks as L-S-G-O spiked about 12%, improving blending economics. Policy remains the big swing factor: Germany’s postponed November 12 vote on double counting and protection of trust could boost H-V-O demand from 2026 and narrow eligible suppliers, potentially lifting German premiums. The Netherlands confirmed U-C-O-M-E will be treated as fossil in maritime under R-E-D, curbing bunkering demand while road and inland waterways remain eligible. Feedstock prices held steady—U-C-O ex-works Netherlands at €1,075 per ton and C-I-F A-R-A near $1,150—while E-U U-C-O imports rose 7% month-on-month in October but trailed last year, with year-to-date volumes up roughly 9%. For the full market analysis and real-time biodiesel prices and forecasts, go to vespertool.com. See you in two weeks!

    6 min

  2. 24/10/2025

    Oct. 24, 2025 - Biodiesel prices firm; Germany policy watch

    This episode reviews Week 43 biodiesel highlights: U-C-O-M-E up about 3% to $1,515 per metric ton and F-A-M-E zero up about 1% to $1,349 per metric ton, with stronger L-S-G-O and a roughly 4% Brent bounce supporting values. We break down Germany’s potential end to double counting advanced biofuels under R-E-D three from January 1, 2026, the implications for H-V-O-s, and why U-C-O prices are firmer—up in both the Netherlands and China—on rising S-A-F demand. We also cover China’s S-A-F export push, quotas for three refiners, and detailed U-C-O export flows by destination, plus a quick check on tallow easing about 1% as supply outweighs demand through Q four. Thanks for listening. For the full market analysis and real-time biodiesel prices and forecasts, go to vespertool.com. See you in two weeks!

    6 min

  3. 09/10/2025

    Oct. 9, 2025 - The fight for the feedstock continues

    In this week’s biodiesel market update, RME and UCOME prices strengthened while FAME0 declined. Strong rapeseed oil prices and Malaysia’s potential export duties on waste feedstocks helped offset falling LSGO values. Meanwhile, tightening UCO balances driven by higher U.S. and EU demand, reduced Chinese exports, and steady SAF production are adding upward pressure on feedstock prices. Discover how these dynamics could shape biodiesel margins into Q4.

    7 min

  4. 24/09/2025

    Sept. 24, 2025 - Biodiesel update

    Get the latest on global biodiesel markets in this week’s Biodiesel Brief. This episode covers price dips across UCOME, RME, and FAME0, shifting UCO trade flows, and the outlook heading into Q4. Perfect for procurement professionals, traders, and sellers navigating today’s biofuel landscape.For the full biodiesel market analysis and real-time price, visit app.vespertool.com.

    4 min
  • 4 episodios

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The Biodiesel Brief delivers bi-weekly updates on the global biodiesel market, based on the latest analysis from Gehrman Kosenkov, Vesper’s Market Analyst. Each episode unpacks price trends, feedstock dynamics, and trade flows, translating complex market shifts into clear, actionable insights. Perfect for procurement professionals, sellers, and traders navigating today’s evolving biofuel landscape. For the full market analyses and real-time biodiesel price benchmarks and forecasts, visit app.vespertool.com.

Información

  • Creador
    Vesper
  • Años de actividad
    2 k
  • Episodios
    4
  • Clasificación
    Apto
  • Copyright
    © Vesper
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    Biodiesel Brief