Policy clarity is returning to renewable diesel and SAF, but clarity alone does not guarantee supply. As mandates tighten and compliance demand rises, the market’s focus is shifting from how much capacity exists to how much production can actually run, and where the marginal barrel will come from.
In this webinar, Argus experts will unpack the latest Argus Biofuels Analytics Spotlight, which traces how finalised mandates in the US and near-complete RED III implementation in Europe align with surging demand. The session will look beyond headline capacity to assess utilisation, arbitrage corridors and the price signals needed to attract supply into a tightening market.
Key insights:
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Alex Kauffmann
Alex Kauffmann is a Manager in the Argus Analytics team, working on short- and long-term market analysis and forecasts covering global biofuels and feedstock demand, supply, trade and prices, with a focus on European markets. He is the editor of the Argus Biofuels Analytics publication, covering a 10-year outlook for global biofuels markets.
Louis Springate specialises in Biofuels and Low Carbon Fuel Markets. He co-authors the Argus Biofuels Outlook and Argus Biofuels Analytics, and works across all major global markets, with particular depth in regulatory frameworks such as the Renewable Energy Directive (REDIII), the US Renewable Fuel Standard (RFS), California’s Low Carbon Fuel Standard (LCFS) and Brazil's RenovaBio program (CBIOs). Louis has a strong technical and statistical background, with a keen interest in R, developing machine-led insights and constructing robust, data-driven price forecasting models to support high-stakes commercial decision-making.
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