Discover and read the best of Twitter Threads about #renewablediesel
Most recents (1)
US renewable diesel is approaching a breaking point. Things aren’t adding up. Let’s dive in with some highlights from my renewable diesel primer, now live on the @TheTerminal.
#OOTT, #RenewableDiesel, #RINs, #LCFS
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#OOTT, #RenewableDiesel, #RINs, #LCFS
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Domestic production has tripled since 2019, reaching 95 kbd in 2022. My analysis of project timelines indicate supply could double this year and reach 320 kbd in 2025. (2/15) 
US demand won’t keep up. Proposed volume mandates under the RFS only support about 143 kbd in 2023 and 167 kbd in 2025. I view this as the cap on domestic demand due to the role of RINs on producer margins. (3/15)
