Uncategorized
All Eyes on Renewable Diesel Margins – Part 3, RIN Price Crash Wipes Out Free Market Gains
By Hoekstra Trading LLC |
Get the Attractor spreadsheet Read other posts in this series: All Eyes on Renewable Diesel Margins: Part 1, Get Ready ...
Read More All Eyes on Renewable Diesel Margins – Part 2, The High Cost of Renewable Diesel
By Hoekstra Trading LLC |
GET THE ATTRACTOR SPREADSHEET Read other posts in this series: Part 1, Get Ready For Q1 Earnings Reports Part 2, ...
Read More All Eyes on Renewable Diesel Margins – Part 1, Get Ready for Q1 Earnings Reports
By Hoekstra Trading LLC |
GET THE ATTRACTOR SPREADSHEET Read other posts in this series: Part 1, Get Ready For Q1 Earnings Reports Part 2, ...
Read More D4T – The world’s first licensed theoretical value of an environmental credit
By Hoekstra Trading LLC |
Hoekstra Trading has studied Renewable Identification Number (RIN) pricing and economics since 2020 and reported on this topic in our ...
Read More The Bloomberg Farm, Food, and Fuel Summit – My Top 3 Takeaways
By Hoekstra Trading LLC |
This Summit was held in Kansas City Tuesday and Wednesday this week. I learned a lot about food, farms, and ...
Read More The MPC-PSX Stock Price Spread – Update Number Six
By Hoekstra Trading LLC |
Since 2021, I have tracked and reported on the relative performance of Marathon Petroleum (MPC, green) and Phillips 66 (PSX, ...
Read More RINatomy Part 6 – The RIN As A Nested Structure
By Hoekstra Trading LLC |
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 ...
Read More RINatomy Part 4 – The RIN As An Asset
By Hoekstra Trading LLC |
A Renewable Identification Number (RIN), in addition to being a subsidy, a tax, and a mandate, is a financial asset. ...
Read More RINatomy Part 3 – The RIN As A Mandate
By Hoekstra Trading LLC |
RINs come in different categories, some of which have associated with them a mandated annual volume of biofuel that, by ...
Read More Welcome to the Future – Part 3, With Tier 3 Costs Sky-High, U.S. Refiners Consider Investments, Alternatives
By Hoekstra Trading LLC |
When the price of the Tier 3 sulfur credit hit a new high of $3,600 in October 2023, this tradable ...
Read More