Trade Flows: The Changing Economics of Renewable Diesel

The renewable diesel market is being reshaped by changing trade flows, evolving policy incentives, and shifting demand patterns on both sides of the Atlantic. In this episode, Argus experts Giulia Squadrin and Philip Goughary discuss the latest developments in US-EU trade flows and within the US market, including record Renewable Fuel Standard mandates, the growing influence of California, and the factors affecting renewable diesel production, pricing, and exports. As US domestic demand strengthens, they explore how market participants are adapting to a changing regulatory and commercial landscape.

The conversation also examines the implications of policy changes in North America on the European market, where renewable diesel demand is on the rise. From shifting trade flows and supply availability to the broader impact on market economics, this episode provides valuable insight into the forces shaping renewable diesel markets today.

Listen to learn:

How recent policy changes are reshaping renewable diesel market dynamics

What is driving changes in US renewable diesel supply, demand and exports

Why California remains a key factor in renewable diesel economics

How shifting trade flows are affecting renewable diesel availability in Europe

What market participants should watch as renewable diesel markets continue to evolve