
Sweet Disposition: Better Markets Are Exposing Worse Business Models
1st Topic of the Week: The renewable fuel market is shifting from margin expansion to margin defense as feedstocks catch up, making flexible assets and
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1st Topic of the Week: The renewable fuel market is shifting from margin expansion to margin defense as feedstocks catch up, making flexible assets and

General Thoughts: Supportive prices and cost takeouts increase upside for low-cost producers as high-cost operators restructure for survival, widening earnings gaps and increasing pressure for

General Thoughts: North American producers are gaining an edge as overseas margins weaken, with dependable integrated plants best placed to convert lower feedstock costs into

Global Market Analysis Power Struggle: Europe Pays to Stand Still as America Keeps the Cost Edge Key Findings Exhibit 1: Germany’s Rising Power Prices Add
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