Informative Articles About Our Research

Surging sulfur credit prices

The price of Tier 3 sulfur credits has quadrupled in recent months as refiners scramble to balance the books on ...
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How the Tier 3 gasoline sulfur mandate is handcuffing U.S. gasoline production

While the stock market, crude oil, fuel prices, and cryptocurrencies have  gone up and down wildly, the price of one ...
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End the moratorium on investment in conventional (not renewable) fuels refining

Biden ideas to reduce fuel prices:     Ban exports = BAD IDEA     Windfall tax = BAD IDEA     End ...
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NEWS FLASH – Valero says the Tier 3 gasoline sulfur spec is constraining US gasoline supply and increasing gasoline price

In this morning's 3rd quarter earnings conference call, Valero executives were asked about possible steps to increase U.S. gasoline supply ...
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The Big Bang Theory Part 2 – Could there be more RIN price explosions?

See Part 1 of this series In 2013, the price of the D6 Renewable Identification Number (RIN) spiked from a ...
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The Big Bang Theory Part 1 – The surprising RIN price spike of 2013

See Part 2 of this series Renewable Identification Numbers (RINs) are credits used to certify compliance with the Renewable Fuel ...
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The 2022 OPIS Biofuels conference – my top 3 takeaways

The OPIS 14th Annual RFS, RINs & Biofuels Forum brought some marquee names in the renewable fuels world to the ...
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U.S. retail octane value hits all-time high

The retail value of octane, which has been increasing relentlessly, hit another all-time high of almost $0.15 per octane-gallon at ...
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The octane-sulfur squeeze continues to constrain U.S. gasoline production and refining profits

An “octane-sulfur squeeze” is occurring in 2022 because refiners are desulfurizing gasoline more severely than in the past to comply ...
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Here’s how to reduce RIN costs by 25%

On December 14, 2021, Hoekstra Trading notified our clients of a RIN credit spread trading opportunity which is indicated by ...
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