Archive for May 2024

Get the Attractor spreadsheet Read other posts in this series: All Eyes on Renewable Diesel Margins: Summarizing this 5-week blog series and its companion series, Upside Down on RBN Energy (watch for part 3 of that soon): In April, 2021: In April, 2023: The subsidies went down by $2.30 (!!) Why did the subsidy go…

Get the Attractor spreadsheet The headline story in this quarter’s renewable diesel producer’s earnings reports was again renewable diesel (RD) margin. The effects of feedstock prices, lags in supply chains, and delayed plant startup schedules were again discussed in depth. Read other posts in this series: All Eyes on Renewable Diesel Margins: The humongous $1.70…

Get the Attractor spreadsheet Read other posts in this series: All Eyes on Renewable Diesel Margins: The starting point for our analysis of renewable diesel (RD) margins is the cost to produce RD in a plant feeding soybean oil. In Part 2 of this series, we showed that cost was $5.30 per gallon in April,…