Posts by Duane

Friday’s EPA RVO announcement was a big deal for crop based biofuels.  Find below, in no particular order, 10 of the winners.  Some are obvious, some not so much.  Enjoy!…

So. Many. Headlines. about US Biofuels policy. But I see a story in the food oil balance sheet….. I think the USDA is underestimating Soybean Oil demand in the Food,…

Sometimes words fail. Look at these Bloomberg charts. Republicans are bearish inflation. Democrats are bullish. And the difference of opinion is HUGE. Smart folks are represented in both lines of these…

Which row crops in which states have the most to lose in a trade war? With inauguration day Monday, here’s a few graphics showing the varying levels of export dependency…

What story do you see in these two images?  One shows different feedstocks used to produce biodiesel and renewable diesel.  The other shows the ingredients list on a bag of tortilla chips….

Here’s a little more color on the canola oil imports vs bean oil exports topic, and a chart that tells the story… Bean oil has traded at or below palm…

There’s a long list of “what ifs” that support a bullish soybean oil thesis. 2025 RVO increase, 45Z import exclusion, Indo B40, discount to palm/massive exports. Eventually some of these…

In this 4th of 5 posts on US Delta crush, let’s look at the implications of macro soybean trends. This is data from 2024 OECD-FAO Agricultural Outlook’s projections to 2033. You…

As mentioned in my previous 2 posts, a lot has changed since the wave of Delta soy crush closures circa 2000.  I’m making the case for another look at soy…

This is Part 2 in a series taking a fresh look at soy crush expansion in the US Delta.  To recap, from 1997-2003 five Delta soy crush plants shuttered. I…