UCO supply: feedstock competition heats up

Used cooking oil has quietly become a contested commodity. Renewable-diesel and SAF demand is competing for the same molecules that recycled-materials and oleochemical buyers rely on, and collection has not kept pace.

The winners will be those closest to supply — with collection networks, traceability, and the logistics to move volume reliably. Paper traders without feedstock relationships are increasingly squeezed.

This is a placeholder market-view draft. Replace with the finalised article before launch.