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The Used Cooking Oil Map: Who Wins, Who Loses, and Who Gets Squeezed by China’s Reopening
The April 2026 reopening of Chinese UCO trade to the United States is a price story on the surface and a project story underneath.
Apr 29
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Axial Intelligence
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China's Cooking Oil Is Coming Back to America. The Math Says It Cannot Last.
Two cargoes do not reverse a structural shift. The April reopening is a margin event, not a market reset.
Apr 29
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Axial Intelligence
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Hormuz, Jet Fuel, and the SAF Pipeline: Project-Level Exposure, Feedstock Disruption, and Mandate Risk
Axial Intelligence | SAF Project Tracker | April 2026 | Paid Subscriber Edition
Apr 23
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Axial Intelligence
The Hormuz Crisis and the SAF Pipeline
Axial Intelligence | SAF Project Tracker | April 2026
Apr 23
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Axial Intelligence
Half the SAF Pipeline Disappears Under Scrutiny
Axial Intelligence | SAF Project Tracker | April 2026 | Paid Subscriber Edition
Apr 8
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Axial Intelligence
The Global SAF Pipeline Is Overstated by 51%
What probability weighting reveals about near-term SAF availability
Apr 8
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Axial Intelligence
March 2026
How the SAF Pipeline Is Tracked: A Note on Methodology
The analytical framework behind the SAF Project Tracker
Mar 22
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Axial Intelligence
Start Here: What Axial Intelligence Covers
SAF-focused intelligence on projects, capacity, timelines, and what is actually likely to get built.
Mar 22
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Axial Intelligence
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