The US Department of Energy’s release of an updated model under the revised 45Z Clean Fuel Production Credit framework for Greenhouse gases, Regulated Emissions, and Energy use in Technologies (45ZCF-GREET) on Friday June 12 provides additional clarity on how feedstock economics could evolve, improving the outlook for soybean oil and canola while largely preserving the competitiveness of waste-based feedstocks such as used cooking oil (UCO), tallow and distillers corn oil (DCO).

Global sustainable aviation fuel (SAF) demand is expected to increase more than sixfold by the end of the decade, reaching 12.8 million tonnes in 2030 from around 2.1 million tonnes in 2025, according to SkyNRG’s 2026 SAF market outlook, developed in partnership with consultancy ICF.

China’s used cooking oil (UCO) exports totaled 310,254 tonnes in May, up by 61.4% from 192,204 tonnes a year earlier, according to data from the Chinese General Administration of Customs (GACC). Volumes were also up by 9.4% from the 283,592 tonnes in April.

Over the past five years, lithium has rapidly emerged as a major global commodity, driven by demand from electric vehicles, energy storage and the wider energy transition. Demand is expected to grow by more than 200% over the next decade, yet the market infrastructure needed to support pricing, liquidity and risk management has not kept pace.   Lithium markets remain less mature than other major commodities, with limited electronic and transparent infrastructure for price discovery and trade initiation. As participation grows across the value chain, the […]

European hydrotreated vegetable oil (HVO) markets have spent much of May and June 2026 navigating a structural tension that weekly price movements alone do not fully capture. 

For decades, China’s tungsten industry has been defined by its dominance in global supply and its role as a major exporter of raw materials. But that model is now undergoing a fundamental shift.