$1,999

Biofuels & SAF Trading Desk Master Program

Course
135 Lessons

Mandate markets, not free markets - physical, paper, and credit. A senior, governance-first program of 110 cumulative chapters - built for people who run the desk, not those learning the basics. Disclaimer: Educational use only, Excludes vendor screenshots, licensed software and live demonstrations. Support, mentoring and consulting not included. Digital access, usage or downloads make the purchase non-refundable

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Module PDFs

Biofuels & SAF Trading Desk Master Program.pdf

Module 1 - What a Biofuels & SAF Desk Really Is (Chapters 1-10).pdf

Module 2 - Market Structure & Regulation Reality (Chapters 11-26).pdf

Module 3 - Senior Trading & Structuring Playbooks (Chapters 27-44).pdf

Module 4 - Valuation, Credits & Model Skepticism (Chapters 45-58).pdf

Module 5 - Risk, Credit & Compliance Survival (Chapters 59-74).pdf

Module 6 - Execution, Logistics & Operational Risk (Chapters 75-86).pdf

Module 7 - Systems, ETRM & Credit Tracking (Chapters 87-98).pdf

Module 8 - Behavior, Accountability & Leadership (Chapters 99-110).pdf

Module 1 - What a Biofuels & SAF Desk Really Is (Chapters 1-10)

Module 01 - What a Biofuels & SAF Desk Really Is.mp4

Module 01 - What a Biofuels & SAF Desk Really Is.chapters.txt

7. Speculation vs Compliance Control Points.m4a

2. Biofuels vs SAF - Where the Money Actually Is.m4a

6. When Not to Trade Biofuels.m4a

4. Trader vs Compliance vs Operations Responsibilities.m4a

5. Desk Mandates, Capital Allocation & Risk Budgets.m4a

8. How Biofuel Desks Actually Fail.m4a

10. Lessons from Failed Biofuel Books.m4a

9. Senior View of Biofuel Desk P&L.m4a

1. Why Biofuels Are Mandate Markets, Not Free Markets.m4a

3. Physical, Paper & Credit Desks.m4a

Module 2 - Market Structure & Regulation Reality (Chapters 11-26)

Module 02 - Market Structure & Regulation Reality.chapters.txt

Module 02 - Market Structure & Regulation Reality.mp4

21. Political Risk in Renewable Fuels.m4a

20. Credit Banking & Carry Risk.m4a

11. US RFS (RINs) - Real Risk, Not Policy Theory.m4a

23. When Mandates Move Against You.m4a

18. Compliance Deadlines as Price Drivers.m4a

15. Feedstock Eligibility Rules.m4a

25. Policy Delays & Retroactive Changes.m4a

13. EU RED II _ RED III Reality.m4a

19. Regulatory Change as Primary Risk.m4a

12. LCFS (CA, OR, WA) Mechanics.m4a

14. SAF Mandates & Book-and-Claim.m4a

17. Regional Fragmentation (US, EU, Asia).m4a

16. Double Counting & Fraud Risk.m4a

24. Enforcement & Audit Exposure.m4a

26. Case Study_ Regulatory Shock.m4a

22. Liquidity Illusions in Credit Markets.m4a

Module 3 - Senior Trading & Structuring Playbooks (Chapters 27-44)

Module 03 - Senior Trading & Structuring Playbooks.chapters.txt

44. Case Study_ Trade That Looked Compliant.m4a

Module 03 - Senior Trading & Structuring Playbooks.mp4

34. Inventory Timing Risk.m4a

33. Location & Logistics Arbitrage.m4a

30. RIN Generation vs Purchase Strategy.m4a

42. Senior Trade Review Framework.m4a

38. Knowing When Mandates Are Overpriced.m4a

37. Scaling Positions Without Liquidity.m4a

31. SAF Pricing Without a Benchmark.m4a

29. Margin Stack Reality (Feedstock, Conversion, Credits).m4a

39. Risk-Off Playbooks.m4a

41. Trading Through Policy Noise.m4a

27. Physical Fuel vs Credit-Only Trading.m4a

35. Counterparty Credit in Biofuels.m4a

28. Feedstock-Driven Optionality.m4a

43. Walking Away from _Green_ Trades.m4a

40. Correlation Breakdown Events.m4a

32. Blending Economics & Optimization.m4a

36. Cross-Commodity Exposure (Ag, Energy, Carbon).m4a

Module 4 - Valuation, Credits & Model Skepticism (Chapters 45-58)

Module 04 - Valuation, Credits & Model Skepticism.chapters.txt

Module 04 - Valuation, Credits & Model Skepticism.mp4

52. Model Override Governance.m4a

54. Shadow Books & Excel.m4a

57. Audit-Driven Valuation Adjustments.m4a

51. Banking & Carry Valuation Errors.m4a

45. Biofuel Valuation - Why Models Lie.m4a

56. Managing Analytics Teams.m4a

53. Consultant Curves vs Desk Reality.m4a

46. Credit Price Formation Reality.m4a

47. Feedstock Volatility vs Credit Floors.m4a

48. MTM as Narrative, Not Truth.m4a

58. Case Study_ Model-Driven Credit Loss.m4a

55. When Credit Models Break.m4a

49. P&L Attribution_ Fuel vs Credit.m4a

50. Stressing Policy Assumptions.m4a

Module 5 - Risk, Credit & Compliance Survival (Chapters 59-74)

Module 05 - Risk, Credit & Compliance Survival.chapters.txt

68. Who Pulls the Plug - And When.m4a

Module 05 - Risk, Credit & Compliance Survival.mp4

63. Inventory Write-Downs.m4a

62. Counterparty Default Risk.m4a

61. Liquidity Risk in Credits.m4a

71. Lessons from Biofuel Blow-Ups.m4a

65. Margin Calls in Thin Markets.m4a

73. SAF Credit Failures.m4a

72. Fraud Cases Traders Should Know.m4a

67. Kill Switches & Trading Freezes.m4a

70. Regulatory Scrutiny & Investigations.m4a

66. Stress Testing Mandate Changes.m4a

64. Compliance Failure Scenarios.m4a

69. Risk Escalation Playbooks.m4a

74. Case Study_ Desk Survival Playbook.m4a

59. Risk as Capital & License Preservation.m4a

60. Feedstock Supply Risk.m4a

Module 6 - Execution, Logistics & Operational Risk (Chapters 75-86)

Module 06 - Execution, Logistics & Operational Risk.chapters.txt

Module 06 - Execution, Logistics & Operational Risk.mp4

79. Measurement & Volume Disputes.m4a

83. Force Majeure Abuse.m4a

80. Logistics Bottlenecks.m4a

77. Certification & Chain-of-Custody.m4a

82. Disallowed Credits & Clawbacks.m4a

78. Documentation Failures.m4a

76. Storage & Quality Degradation.m4a

86. Operational Risk Case Study.m4a

75. Physical Movement & Blending Reality.m4a

81. Operational Overrides & Audit Trails.m4a

85. Follow-the-Sun Operations.m4a

84. Settlement Disputes.m4a

Module 7 - Systems, ETRM & Credit Tracking (Chapters 87-98)

Module 07 - Systems, ETRM & Credit Tracking.chapters.txt

90. Exposure Views That Matter.m4a

Module 07 - Systems, ETRM & Credit Tracking.mp4

98. When Systems Create False Comfort.m4a

97. Integration with Emissions Systems.m4a

92. Reporting for Regulators.m4a

94. Governance Failures in Credit Desks.m4a

91. MTM Under Regulatory Uncertainty.m4a

87. Why ETRM Struggles with Biofuels.m4a

88. Physical + Credit Deal Capture.m4a

95. Change Control & Audit Trails.m4a

93. Shadow Systems & Manual Tracking.m4a

96. What a Desk-Grade Biofuel Stack Looks Like.m4a

89. Credit Lifecycle Tracking.m4a

Module 8 - Behavior, Accountability & Leadership (Chapters 99-110)

Module 08 - Behavior, Accountability & Leadership.chapters.txt

Module 08 - Behavior, Accountability & Leadership.mp4

99. Career Risk on Compliance Desks.m4a

100. Incentives vs Compliance Reality.m4a

101. Overconfidence in Policy Stability.m4a

102. Decision-Making Under Ambiguity.m4a

103. Ethics & Disclosure Risk.m4a

104. Crisis Leadership Under Investigation.m4a

105. Managing Post-Loss Environments.m4a

106. Cultural Drift on Mandate Desks.m4a

107. Board-Level Risk Communication.m4a

108. Lessons from Long-Lived Biofuel Desks.m4a

109. When to Exit a Market.m4a

110. Legacy of a Senior Biofuel Trader.m4a