If you are interested in learning how to gain access to our commentary & analysis, please Contact@CAIN-Energy.com. #CAINEnergy #CAINview #CleanFuelProductionCredit #CFPC #SBO #RIN #BTC #Producers #biofuels #renewablefuels #inflationreductionact #SAF #MAXSAF #earnings #CAINenergy

Also included: ✅ Our long & short picks in the CAIN-Energy Model Portfolio with a detailed rationale for changes. ✅ Weekly performance of the key biofuel & agricultural companies ✅ Industry news with implications for the biofuels industry ✅ Highlights from analyst Q&As

Early this morning we posted our latest issue of the Biofuels Market Investment Report. The issue featured our in-depth commentary on the Clean Fuel Production Credit (CFPC) & our bullish stance on MAX SAF based on analysis of 4Q23 earnings from the top renewable fuel producers.

✉️ Contact@CAIN-Energy.com to learn more ✈️

With SAF demand skyrocketing, and airlines continuing to set aggressive targets against a backdrop of increasing SAF regulations globally, most recently in the UK and Singapore, demand for the fuel seems infinite. #SAF #MAXSAF #earnings #CAINenergy

CAIN-Energy is Max Bullish on Max SAF. We have analyzed the 4Q23 earnings from the top renewable fuel producers and have spotted a fundamental shift toward increasing SAF production.

In next week’s issue, we will dive deeper into the CFPC impacts and discuss how producers in the U.S. and abroad will fare under this major change. Contact@CAIN-Energy.com to learn more. #CAINEnergy #CAINview #CleanFuelProductionCredit #BTC #renewablefuels #inflationreductionact

#Foreign #producers face minimal participation in the U.S. #biofuels market when the #CFPC takes effect on 1/1/25. The CFPC will ripple through the market causing rising #RINs & declining #SBO prices.

🔆 Changes made to the CAIN-ENERGY model portfolio on February 21:🔆 Read more here > https://t.co/lGZfqzABLe #feedstocks #renewableenergy #renewablediesel #saf #climateaction #biofuels #renewablefuels #energy

Removing #PBF from the CAIN-Energy model portfolio as a short pick. Read more here > https://t.co/gEeJUUqJJe #feedstocks #renewableenergy #renewablediesel #saf #climateaction #biofuels #renewablefuels #energy #CleanFuelProductionCredit #inflationreductionact

Removing @NesteGlobal from the CAIN-Energy model portfolio as a short pick. Read more here > https://t.co/zLpd5Q3h1a #feedstocks #renewableenergy #renewablediesel #saf #climateaction #biofuels #renewablefuels #energy #CleanFuelProductionCredit #inflationreductionact

#Calumet has the highest potential EBITDA upside in our max SAF analysis among publicly traded companies. CAIN is quite bullish on SAF long-term. Contact@Cain-Energy.com for the full report.

#SAF expansion fuels #acquisitions! In this week's report, we make the case for a significant #EBITDA uplift from Max SAF #production while highlighting three acquisitions to fuel SAF growth in 2024 and beyond.

With #SAF providing a higher margin product, we see 4Q23 & 1Q24 as the inflection point for #DGD #RD. #DAR remains our top 2024 pick due to its leadership in repurposing ~15% of the global meat industry’s waste streams into RD and other #sustainableproducts.

The #ADM #CFO accounting controversy leads #CAIN to suggest a "CALL SPREAD" #trade idea. Read our complimentary Company Spotlight on ADM from our current issue for more of our insights on this significant event https://t.co/AWY9QLdpnJ #Biofuels #RenewableEnergy #agriculture

For more on our #equity viewpoint, contact@CAIN-Energy.com #biodiesel #renewablediesel #BD #RD #SAF #feedstocks #renewableenergy #cleanenergy #ClimateAction

While #JBS's primary business is providing products for human food & animal feed consumption, its #biofuel #feedstock side hustle could take a hit with an oversupplied market at the start of 2024. CAIN’s favorite 2024 long position is a public company with #refining exposure.

Some of these #regulatory & market conditions have caused shifts in our long & short recs in our model portfolio. Contact@CAIN-Energy.com for the full report & get deeper insight into these trends ahead of the market opening on Monday. #Renewables #Biodiesel #agriculture #Climate

In this week’s issue, we discuss the impact of the ongoing #feedstock #oversupply from Q423 into Q124 and the market impacts. We also delve into the issues arising from origin #traceability for #imported #UCO from #China.

The Greenland ice sheet is disappearing much faster than previously thought, possibly affecting the distribution of heat around the world