HeyJaredHenri-Jean’s Globalbiodiesel Substack
Henri's experience and timely comments on the Biodiesel/Renewable diesel and SAF market gives you a unique angle on the vegetable oil markets, waste oils and regulatory framework across geographies.
- Indexed issues, last 90 days
- 21
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 1, 2026
Latest issues
Diesel Won Q3, Washington Could Decide Q4 (opens the original)
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Wednesday, September 30 closes a quarter in which diesel appreciated much faster than soybean oil. In my June 30 note, the nearby heat crack stood at $69.89/bbl and the 3:2:1 at $62.23; today’s scree… Read more
Washington Grabs for Any Relief as Diesel Inventories Head Toward October Low (opens the original)
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EIA’s September outlook gives the diesel market a specific concern for October: its chart projects US distillate inventories falling to approximately 93 million barrels at month-end before recovering… Read more
Cheaper Harvest Fuel Trades Weaker RVOs Under RFS (opens the original)
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There is an irony in offering farmers cheaper harvest fuel through an exemption that could weaken demand for their crops. Removing dyed diesel from the US Renewable Fuel Standard could reduce eligibl… Read more
Hormuz Reopening Is Not a Stock Rebuild (opens the original)
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Friday, September 25 brings another crude-down, gold-up session, but the inventory damage keeps me cautious about the diplomatic optimism. November Brent fell $1.90 to $104.70/bbl while December gold… Read more
Diesel Refining Margin Near $109/Brl Meet Weaker Soyoil and Higher Financing Costs (opens the original)
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Thursday’s intraday screens showed November Brent at $107.24/bbl, up $4.16, and November WTI at $95.64, up $3.48. The separate diesel-crack chart stood at $108.97/bbl, calculated from ULSD at $4.8696… Read more
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