Bryan Sims (@bsims1977) header
Bryan Sims (@bsims1977) profile picture

Principal Biofuel & Feedstocks Reporter @OPIS | @NationalGuard veteran | @Reuters alum | #biofuel #RINs #OOTT nerd | Opinions/RTs my own | [email protected]

Fargo, ND
Joined April 2012
Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)Photo by Bryan Sims (@bsims1977)
Gasoline not catching the same bid as diesel and crude, makes sense considering seasonality. Based on spot market values (netting out operational costs and the RVO) some markets are seeing incredibly slim margins for gasoline
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Our assessments for ethanol-related D6 and biomass-based diesel D4 RINs rose to three-week highs today as market reactions to the U.S. midterm elections added nearly 20cts to the BOHO spread.
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I wonder if Valero could also use the facility to expand its #renewablediesel and #SAF production. #biofuel #OOTT #OOAT
Valero is buying the mothballed Lyondell refinery in Houston and today said they will restart the facility and process about 167,000 b/d of crude and feedstock sometime in 2027. Not on most traders' bingo cards for sure.
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Soybean oil use in #biofuels has surged past its use in food, feed, and other industrial applications, according to a @USDA_ERS note today. #biodiesel #renewablediesel #SAF #cleanfuel #OOTT #OOAT 🔗ers.usda.gov/data-products/c…
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It was an honor to sign a cooperative agreement yesterday with Ambassador Karen Eva Abrahamsen of the Royal Danish Embassy. This next phase of our partnership focuses on areas like developing our ports and sustainable aviation fuel. We also look forward to working together on industrial symbiosis — making business more efficient by capturing waste from one industry and using it for another — an area where Washington state leads the nation. We're excited for further research and business partnerships, study and trade missions, and more. I'm proud to have this strong partnership with Denmark.
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Thank you to everyone who made the 18th annual RFS, RINs and #Biofuels Forum a success! We’re grateful to our sponsors, speakers and attendees for joining us and contributing to the conversations. See you next year!
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The RFS Roundtable is always a standout panel at our annual biofuels forum, and this year's did not disappoint. Geoff Cooper of @EthanolRFA Michael McAdams of @BetterFuels Kurt Kovarik of @CleanFuelsAA David Fialkov of @NATSO_Inc & @SIGMAmarketers Geoff Moody @AFPMonline
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"The RFS should be driving volumes and providing market certainty. It’s now doing the former and not the latter." Onstage comment from Paul Machiele, President of Fuel Policy Advisors and 39-year EPA veteran 18th Annual OPIS RFS, RINs & Biofuels Forum in Chicago
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OMB finished reviewing EPA's proposed rule on reallocating waived SRE volumes faster than most people expected. Given the timing, an announcement could come this week while most of us are at OPIS in Chicago. See you there. #biofuels
Get ready. OMB has concluded its review and returned the proposed rule back to EPA. A press release appears imminent next week. Our baseline is 100% reallocation split 50/50 between 2026/27.
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I’m looking forward to attending the 18th Annual @OPISBiofuels RFS, RINs & Biofuels Forum next week in Chicago. On Wednesday, Oct. 14, I’ll be moderating a panel with @biofuelslaw, VP of Renewables Policy at Montana Renewables, on the state of the biomass-based diesel industry. It will be a timely opportunity to hear how the sector is responding to changing market dynamics and what’s ahead. Hope to see you there. #SAF #SustainableAviationFuel #RenewableDiesel #BiomassBasedDiesel #Biodiesel #Biofuel #Renewablefuel #RINs #CleanFuels #RFS #RenewableFuelStandard #LCFS #45Z #LowCarbonFuelStandard #Feedstock #Regulation #Compliance #Aviation
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Bryan Sims retweeted
Phase 1 initiated. The proposed reallocation of additional 2025 SREs is posted on the OMB site.
Now that we're in October, reallocation chatter on the incremental 2025 SREs (announced 8/31) is starting to pick up. All eyes are on an EPA submission to OMB: reginfo.gov/public/jsp/EO/eo… Time for some polls 👇
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The BOHO spread was lower for a third consecutive session. It's down 22.8cts since the end of last week, coinciding with rallying ULSD prices. BOHO fell 66.03cts in Sept. In the middle of the month, it dropped into the negative (as far as -5.73cts) for the first time since 2019.
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Soybean oil demand at #biodiesel and #renewablediesel plants continues to climb, as plants consumed 1.687 billion lbs of the feedstock in July, per the latest @EIAgov data released today. #biofuels #renewablefuel #feedstock #soybeanoil #OOTT #OOAT
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Bryan Sims retweeted
WSJ is the latest publication focused on #SAF supply as airlines "scramble to find their next barrel of oil." Today's article says "SAF production is dominated by startups," referencing companies such as SkyNRG, Twelve and Syzygy Plasmonics. (1/2) wsj.com/pro/sustainable-busi…
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Ethanol spots reached multiyear highs this week before corn losses applied pressure, while RIN prices rose from last week's three-week lows. You can read about those market moves in our most recent Biofuels Weekly Report, where you'll also see these top headlines:
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Our BOHO spread calculation today was the lowest since May 2019, when the spread dropped below -6cts for three sessions in a row, bottoming out at -6.81cts on May 9. Those three days in May 2019 were part of a longer 17-session streak of negative figures.
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Our assessments for 2026 D6 and D4 RINs slipped to 2.5-week lows today, with the BOHO spread finishing at about -2cts. A week ago, BOHO was nearly 70cts. Three weeks ago, it was about 82cts. And the last time BOHO was above $1 was Aug. 10.
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