Why comprehensive biofuels market coverage matters for your business

In today’s rapidly evolving energy landscape, biofuels have become a central pillar of the global transition toward low carbon fuels. Yet while demand for greener energy continues to rise, the biofuels market itself remains volatile due to rapidly changing economic and policy environment. As governments, industries, and consumers push for cleaner energy solutions, biofuels are playing an increasingly important role in reducing greenhouse gas emissions across the transport, aviation, and industrial sectors.

FGE NexantECA’s New Energy Foresights: Biofuels Monthly makes clear that businesses operating in this space face a challenging combination of uncertainty, opportunity, changing policies  and new technologies. With shifting regulatory regimes, constrained feedstock availability, tightening producer margins, and unpredictable trade flows, companies across the value chain, refiners, producers, traders, logistics providers, blenders, and end users, need fast, comprehensive and timely insights to stay competitive and mitigate strategic risk.

Uncertainty Is the New Normal 

Biofuels markets today are defined by uncertainty. Our analysis identifies an “uncertain outlook for trade, margins, concerns over feedstock availability, and shifting policy support.” These forces create significant operational and commercial risk for businesses that rely on stable supply, predictable pricing, and clear regulatory pathways to guide investment and procurement decisions.

Feedstock dynamics create major challenges. As global production capacity expands, competition for used cooking oil, tallow, waste residues, and other low carbon feedstocks continues to intensify. Our market tracking shows that tightening feedstock availability directly affects production economics, plant utilisation, and price formation. These pressures increasingly shape market behaviour, making continuous monitoring essential. Carbon feedstocks continues to intensify.

On top of this, global trade patterns are becoming more fragile. Changing sustainability criteria, country specific certification schemes, geopolitical developments, and evolving  policies mean trade flows can shift suddenly and unexpectedly. Market participants who lack visibility on these movements risk exposure to price shocks or supply chain instability. Specific certification schemes, geopolitical developments, and evolving import/export policies mean trade flows can shift suddenly and unexpectedly.

Policy Shifts Are Reshaping Market Fundamentals 

Few markets are as tightly interwoven with policy frameworks as biofuels, and those frameworks are evolving at a rapid pace. Our recent Biofuels Market Webinar highlighted how upcoming changes, such as the implementation of RED III in Europe, adjustments to the U.S. Renewable Fuel Standard, and evolving biofuel certificate schemes across multiple regions. 

These policy shifts influence nearly every aspect of the market, from feedstock qualification and refinery margins to fuel blending strategies and trade flows. Understanding the policy landscape is therefore no longer just about compliance, it is central to maintaining a commercial edge and anticipating future demand signals, intensity targets and introduce new incentives for sustainable aviation fuel (SAF) and renewable diesel, the need to stay informed becomes even more critical.

Integrated Insights Provide Strategic Clarity 

The real value of comprehensive biofuels market coverage comes not merely from having access to data, but from having access to integrated, expertly interpreted insights. 

Our Biofuels Monthly report is fully integrated in the company’s long-established oil market analytics and combines this experience with deep, specialised biofuels expertise. This holistic approach provides a unified global picture of supply, demand, pricing, economics, feedstocks, trade flows, and policy developments, all in one place, established oil market analytics with deep, specialised biofuels expertise.

Subscribers gain access to: 

• Short-term supply and demand balances for all liquid biofuels across key regionsterm supply and demand balances 

• Trade flow analysis shaped by feedstock constraints and evolving policy divergence 

• Price and margin forecasts essential for procurement, hedging, budget planning, and investment decisions 

• Feedstock market intelligence capturing upstream pressures and emerging supply dynamics 

• Biofuel certificate and compliance insights, increasingly central to cost optimisation and regulatory strategy 

Why This Matters for Your Business 

Whether you are a producer adjusting to feedstock volatility, a trader navigating shifting global trade flows, or a downstream operator preparing for more stringent sustainability rules, having a robust understanding of the biofuels landscape directly influences your commercial performance. 

In a sector where prices can move sharply, policy changes can reshape demand overnight, and new entrants are accelerating investment in renewable diesel and SAF capacity, staying informed is not merely helpful, it is foundational to long-term competitiveness.term competitiveness. 

Businesses that invest in comprehensive market coverage are better equipped to anticipate shifts, manage exposure, and capture new opportunities. 

Upcoming Webinar 

Join us on Wednesday 25th March for an in-depth webinar exploring short, medium and long-term SAF market balances, and the forces shaping them.

In this session, we will examine: 

• Key commercial, regulatory, and technological drivers that may lead to periods of over or undersupply 

• The impact of policies and commercial strategies designed to bridge the gap between producers and buyers 

• Expectations for SAF market balances over the coming years 

• What stakeholders can do today to prepare for evolving demand signals 

Get Ahead of Biofuels Market Volatility 

Ready to take control of uncertainty? 
Our Biofuels Monthly report gives you the data, clarity, and foresight you need to navigate a rapidly shifting market with confidence. 

Request a demo below to see how our insights can support your strategic and commercial decision making.

About Us - FGE NexantECA is the leading advisor to the energy, refining, and chemical industries. Our clientele ranges from major oil and chemical companies, governments, investors, and financial institutions to regulators, development agencies, and law firms.  Using a combination of business and technical expertise, with deep and broad understanding of markets, technologies, and economics, FGE NexantECA provides solutions that our clients have relied upon for over 50 years.