TEN HOT NUGGETS
10 | Join me on an AgVenture!
Only two spots remain open for No Bull’s AgVenture to Panama, January 15-19, 2026. This carefully curated itinerary includes expert-led Panama Canal tours by boat and land, an exclusive evening with the Panama Canal Authority, and a relaxing island adventure aboard a private 54-foot catamaran.
Visit NoBullAgVentures.com for information or reply to this message to reserve your spot today!
9 | Get er while she’s hot!
No Bull has a new collaboration with Carbon Acumen that just dropped this morning!
The North America Biomass Based Diesel Quarterly Report is the best all-in-one report diving deep into all sections of the supply chain in the growing North America Biomass Based Diesel Market from feedstocks to fuel consumption and policies driving Renewable Diesel + Biodiesel demand.
Topics include:
Feedstocks: Imports + 20% California "Cap"
Production: Gulf/West Coasts vs Midwest
Imports/Exports: It ain't all about California
Consumption: Proliferation of LCFS policies
Click HERE to purchase and download the report
8 | Shady Shipments
Nothing to see here…
… just Chinese shipments of used cooking oil bound for the United States in the first nine months of the year up 108% from 2023 and up from exactly 0.00 tonnes in 2022.
7 | Front-loading
The U.S. continues to import a record amount of biomass-based diesel as the industry races to take advantage of the $1 per gallon blenders tax credit that will expire on December 31, front-loading imports before it is too late.
Renewable diesel imports set their second monthly record in a row in July at 67 million gallons, beating the old record set the month prior at 61 million.
This surge in renewable diesel imports has pushed year-to-date biomass-based diesel (renewable diesel + biodiesel) imports up 52% from this point in 2023 and more-than double the same period in 2022.
6 | Front-loading 2.0
Brazilian soybean meal exports are headed for a record in October, driven by a surge in European demand ahead of the EU Deforestation Regulation that was set to go into effect December 30, 2024.
Anticipating stricter import rules, European buyers front-loaded purchases of soybean meal that would be directly impacted by the new regulation.
As a result, Brazil’s October meal exports will set a monthly record by nearly 800tmt and surpass the previous all-time record set in May 2023 by 13%.
Keep reading with a 7-day free trial
Subscribe to No Bull to keep reading this post and get 7 days of free access to the full post archives.