Biofuels and renewable fuels market intelligence
Feedstock pathways, refinery conversions, and the renewable fuels value chain.
Biofuels — liquid fuels produced from biological feedstocks — remain the largest source of renewable energy in transport. The market spans biodiesel, renewable diesel (hydrotreated vegetable oil / HVO), bioethanol, biogas, and advanced biofuels from cellulosic feedstocks and waste streams. Hydrogen plays a critical role in upgrading bio-based feedstocks through hydrotreatment and hydrocracking processes.
Renewable diesel (HVO) has emerged as the fastest-growing segment, driven by its superior fuel quality (drop-in compatible with existing diesel infrastructure), favorable policy treatment under EU RED III and US RFS/LCFS frameworks, and major refinery conversion programs. Neste, TotalEnergies, Eni, Phillips 66, Marathon Petroleum, and others have converted or are converting conventional petroleum refineries to produce HVO and sustainable aviation fuel.
Feedstock supply is the binding constraint. Used cooking oil (UCO), animal fats, and waste oils are limited in volume and increasingly subject to fraud, traceability concerns, and competing demand across biodiesel, HVO, and SAF production. Advanced biofuels from agricultural residues, forestry waste, and municipal solid waste offer larger feedstock potential but face higher processing costs and technology risk.
Delphidata tracks biofuels production capacity across all pathways, refinery conversion projects, feedstock supply chains and trade flows, hydrogen consumption in hydrotreatment processes, blending mandate compliance, and the corporate strategies of major biofuels producers and petroleum refiners transitioning to renewable fuels.
What Delphidata tracks.
Structured data across the full value chain.
Production facilities and refinery conversions
Biodiesel, HVO/renewable diesel, bioethanol, and advanced biofuels plants. Dedicated new-build facilities and petroleum refinery conversions. Mapped with nameplate capacity, feedstock flexibility, hydrogen consumption requirements, technology provider, investment value, and production start date.
Feedstock supply and trade flows
Used cooking oil (UCO), animal fats, palm oil, soybean oil, rapeseed oil, corn, sugarcane, cellulosic biomass, and waste streams. Trade flow data, pricing, certification (ISCC, RSB), and sustainability compliance tracking across the feedstock supply chain.
Policy and blending mandates
EU Renewable Energy Directive (RED III), US Renewable Fuel Standard (RFS), California Low Carbon Fuel Standard (LCFS), Brazil RenovaBio, India ethanol blending program, and national biofuel mandates worldwide. Tracking mandate levels, compliance mechanisms, and credit pricing.
Companies and competitive landscape
Major biofuels producers (Neste, TotalEnergies, Eni, Diamond Green Diesel, World Energy), petroleum refiners entering renewable fuels, dedicated bioethanol producers, and advanced biofuels technology developers. Connected through the knowledge graph with ownership, partnership, and supply relationships.
Hydrogen integration
Hydrogen consumption in hydrotreatment and hydrocracking processes for HVO and renewable diesel production. Tracking which biofuels facilities source green or blue hydrogen, electrolyzer installations co-located at biorefineries, and the impact of hydrogen cost on renewable diesel production economics.
Who uses this intelligence.
Refiners and fuel producers
Evaluate refinery conversion economics, monitor competitor capacity additions, track feedstock availability and pricing, and plan for compliance with escalating blending mandates across jurisdictions.
Feedstock suppliers and traders
Monitor demand signals from refineries and biofuels producers, track trade flow patterns, identify new market opportunities as advanced feedstock pathways scale, and assess certification requirements across destination markets.
Investors and financial institutions
Screen biofuels investments by production pathway, feedstock security, policy support, and competitive positioning. Assess risk from feedstock fraud, mandate policy changes, and technology transitions.
Energy companies and utilities
Track renewable fuel production capacity for fleet decarbonization, evaluate biogas and biomethane opportunities, and monitor the competitive landscape between biofuels, electrification, and hydrogen for transport decarbonization.