benjamin bodart

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benjamin bodart

benjamin bodart

@benjaminbodart

Oilseed/vegoil analyst

Switzerland Katılım Ekim 2011
4K Takip Edilen4.8K Takipçiler
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GrainStats 🌾
GrainStats 🌾@GrainStats·
45z Winners and Losers
GrainStats 🌾 tweet media
GrainStats 🌾@GrainStats

USDA Feedstock Carbon Intensity Calculator (FD-CIC) expected to allow additional CI reductions for no-till, cover crops, reduced tillage, and nutrient management. Farmers adopting these practices could lower their feedstock CI score, increasing the ethanol producer’s credit. =========== Farmers - Ask your local ethanol producer how much value they will share with you 💰

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Cole Martin
Cole Martin@cole_n_martin·
NEWS: EPA sticks to its prior goal of finalizing new biofuel blend mandates in the first quarter this year, according to court filing today
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IMEA
IMEA@imea_mt·
🚨 COLHEITA 16 de janeiro de 2026. Nesta semana, a colheita de soja para a safra 2025/26 alcançou 6,69% das áreas previstas para a temporada, avanço de 4,71 p.p. em relação à semana anterior. 📊 Confira o relatório completo no nosso site. #colheita #safra #Imea #soja
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Brett Gibbs
Brett Gibbs@OilandGibbs·
EPA RFS Set2 is still pending but biomass-based diesel margins have started moving here in 2026...
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IMEA
IMEA@imea_mt·
🚨 COLHEITA 09 de janeiro de 2026. Nesta semana, a colheita de soja da safra 2025/26 em Mato Grosso alcançou 1,98% da área total semeada no estado, com produtividade média de 64,25 sc/ha nas áreas colhidas. 📊 Confira o relatório completo no nosso site. #colheita #safra #soja
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benjamin bodart
benjamin bodart@benjaminbodart·
No comments needed🤐. It’s tough to make any money today: our local new-crop milling #wheat 🌾 prices are at their lowest in 5 yrs... Story to be continued! #MerryChristmas 🎄 #oatt
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Brett Gibbs
Brett Gibbs@OilandGibbs·
Declining Nov. RIN generation faces ongoing margin deterioration as the early-Nov peak in EU SAF could manifest in increased exports in the Dec. report. both shrinking the 2026 carryover. Still our current ~2B view gives refiners comfort, at least in 1Q, to stay compliant as WH now revisits and directs final 2026-27 RVOs. @sab__RIN__a breaks down our latest baseline and lever considerations.
Sabrina Gutierrez@sab__RIN__a

Nov RIN Update! 🚨 Our 2025 non-cellulosic RIN bank still sits near 2 billion. Our D4 RVO expectations are reduced from 5.6B gallons toward initial industry requests of 5.25B plus 50% split reallocation, requiring margins to inflect in April if output holds at 2025 levels in 1Q

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Corey Lavinsky
Corey Lavinsky@biofuelslaw·
EPA has confirmed that the 2026 #biofuels mandates will not be finalized before the end of 2025, delaying key policy decisions on #RINs and reallocating SRE volumes. #RFS #ethanol
Ethanol Producer Mag@EthanolMagazine

The U.S. EPA currently expects to issue a final rule setting 2026 and 2027 Renewable Fuel Standard RVOs during the first quarter of 2026, according to a notice filed with the U.S Court of Appeals for the D.C. Circuit on Dec. 15. #ethanol ethanolproducer.com/articles/epa-t…

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