What do the election results mean for ongoing and future biofuels policies in the US and what does this mean for fuels like renewable diesel and SAF?

Listen in as Andreas Scharwz, editor or Argus Americas Biofuels, and Cole Martin, senior reporter, deep dive into major changes in US biofuels policy.

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The rise in availability of TMX volumes in Asia, specifically in China, has affected the US Gulf coast but not in the ways that had been expected. Canadian crude prices and flows into the US have not changed all that much, but the US Gulf coast medium sour markets are certainly now feeling the pinch. Mars exports to China are at an all-time low, weighing on their prices and impacting medium sours that either price against it or compete as an alternative supply into regional refineries.

Key topics covered in the podcast:

•   Volumes of Canadian crudes coming into the US and impacts on Cushing
•   Canadian heavy prices at Houston
•   How medium sours are feeling the pinch from increased Chinese buying of TMX volumes

The increase of domestic demand for corn, boosted by the corn ethanol sector, may rise the production and exports of DDG, a rich-protein product that may benefit animal feed sector.

Join Renata Cardarelli, editor of the Argus Brazil Grains and Fertilizer publication, and Maria Albuquerque, a member of the Argus Brazil Grains and Fertilizer publication, in a talk about this market expansion and forecasts for output and exports for the coming years.