Informative Articles About Our Research

Revisiting RIN Cost Pass-through – Part 1, Two Camps

See other episodes in this series: Part 1 - Two Camps Part 2 - How is the RIN Tax Different ...
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All Eyes On Renewable Diesel – Part 5, Hard Numbers On RD Margins

Get the Attractor spreadsheet Read other posts in this series: All Eyes on Renewable Diesel Margins: Part 1, Get Ready ...
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All Eyes on Renewable Diesel Margins – Part 4, What Caused the $1.70 Crash in RD RIN value?

Get the Attractor spreadsheet The headline story in this quarter's renewable diesel producer's earnings reports was again renewable diesel (RD) ...
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All Eyes on Renewable Diesel Margins – Part 3, RIN Price Crash Wipes Out Free Market Gains

Get the Attractor spreadsheet Read other posts in this series: All Eyes on Renewable Diesel Margins: Part 1, Get Ready ...
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All Eyes on Renewable Diesel Margins – Part 2, The High Cost of Renewable Diesel

GET THE ATTRACTOR SPREADSHEET Read other posts in this series: Part 1, Get Ready For Q1 Earnings Reports Part 2, ...
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All Eyes on Renewable Diesel Margins – Part 1, Get Ready for Q1 Earnings Reports

GET THE ATTRACTOR SPREADSHEET Read other posts in this series: Part 1, Get Ready For Q1 Earnings Reports Part 2, ...
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D4T – The world’s first licensed theoretical value of an environmental credit

Hoekstra Trading has studied Renewable Identification Number (RIN) pricing and economics since 2020 and reported on this topic in our ...
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The Bloomberg Farm, Food, and Fuel Summit – My Top 3 Takeaways

This Summit was held in Kansas City Tuesday and Wednesday this week. I learned a lot about food, farms, and ...
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The MPC-PSX Stock Price Spread – Update Number Six

Since 2021, I have tracked and reported on the relative performance of Marathon Petroleum (MPC, green) and Phillips 66 (PSX, ...
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RINatomy Part 6 – The RIN As A Nested Structure

The Renewable Identification Number (RIN) is a nested structure. Anatomy noun, anat·​o·​my ə-ˈna-tə-mē  a study of the structure or inner ...
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