May 25-21 An Angle on Canada Canola Demand

Renewable Fuel is a game changer.  You needn’t look any further than the recent four Canadian crush facility announcements that will add 5.5 MMT of crush capacity in 2024.  Current vegoil price grid sports massive divergence between world and North America, with monster refining premiums also having much to say about valuation.  Yet price discovery isn’t only about Renewable Fuel.  We must be aware of and try to understand the value measuring differences and demand percentages involved for that segment of canola demand that can tap into the Renewable Fuel space versus that segment that basically extracts value offshore.  This has been researched.  Please contact me for more detail

 

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Renewable Fuels Link to Canola Feb 16-21

Renewable fuel is mainly a US domestic development that has been with us for some time, but whose respective contribution and potential vegoil feedstock demand shifts are quietly accelerating under our nose.  What makes the situation unique is that it is either poorly understood or is on the radar of the minority.  Driven mainly by California policy today, it has important ramifications to any Canadian with a canola interest.  This has been researched with fresh insight.  Please drop me a an email for more more detail.

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