Thank you for this. How do you see e.g. Neste's economic model playing out? They are still 45% revenues from crude oil refining, according to their website, and there could also be rising prices for renewable feedstocks, in light of increasing competition with their use in food. Do you see this mainly as a thesis about costs rising, but margins rising even further?
Great article man, actually interesting
Subscribed, would love to have you along too🙂🙌
Thank you for this. How do you see e.g. Neste's economic model playing out? They are still 45% revenues from crude oil refining, according to their website, and there could also be rising prices for renewable feedstocks, in light of increasing competition with their use in food. Do you see this mainly as a thesis about costs rising, but margins rising even further?