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Latest Reports and Analysis

Latest Analysis / New Energy Service

New Energy Foresights

Published: 16 April, 2026

Highlights:

Impact of the final 2026 and 2027 RVOs on US physical demand and global biomass-based diesel fundamentals
- Introduction
- Initial market reactions
- Implications of RVOs for physical demand
- US capacity
- Impact on global supply/trade
- Our Take
Green ammonia in a fragile market: Hormuz shock raises prices, ...

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