“Was surprised to hear no commentary on the impacts of renewable diesel (HVO) which appears to be the single largest factor in the US market today. This industry currently has capacity operating, under construction and planned that totals over 30 billion lb (soy oil equivalent). It has the potential to completely shift the fats and oils market dynamics in North America. HVO is increasingly being adopted by O&G Companies as the way to reach various governments’ carbon emission reduction mandates.”
JamesRea via Apple Podcasts ·
Canada ·
09/26/20