Overview
In this role you will own market analysis for renewable fuels, linking regulation, feedstocks, production capacity and global trade flows to form clear market views. You’ll build models and datasets to challenge assumptions and support informed trading decisions, with potential exposure to trading activities as the markets evolve. You will work closely with the Oil Trading desk and a commercial team to understand how planned supply meets demand and pricing implications. This is a chance to shape views on renewable diesel, HVO, SAF, biodiesel and ethanol in a growing market.
Responsibilities
- Own market analysis across renewable diesel/HVO, SAF, biodiesel and ethanol
- Build and maintain supply-and-demand balances, price forecasts, cost curves and market scenarios
- Monitor mandates, legislation, sustainability requirements and certification schemes
- Assess announced production projects—capacity, feedstock needs, timelines, viability
- Analyze feedstock availability, competing demand, trade flows and logistical constraints
- Identify pricing inconsistencies with fundamentals and communicate conclusions to traders
- Develop reliable datasets and transparent analytical tools, scrutinizing external information
- Build an external network with producers, data providers, regulators and industry bodies
Key requirements
- Relevant experience in renewable fuels, biofuels, refined products or related market analysis
- Practical knowledge of markets such as renewable diesel/HVO, biodiesel, ethanol, SAF or related oil products
- Experience building market models (supply-demand balances, price forecasts, cost curves)
- Strong understanding of how mandates and sustainability criteria shape physical markets and pricing
- Ability to assess production capacity, feedstock availability and supply-chain constraints
- Strong analytical judgement, attention to data quality and ability to challenge assumptions
- Advanced Excel skills with ability to turn complex data into clear conclusions
- Entrepreneurial and collaborative approach, with ability to communicate market views to traders and stakeholders
- Analytical thinking
- Attention to detail
- Communication with traders and stakeholders
- Advanced Excel
- Python (advantageous)
- SQL (advantageous)
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