Mar 14, 2022 / 09:30PM GMT
Craig Edward Irwin - ROTH Capital Partners, LLC, Research Division - MD & Senior Research Analyst
I am very happy to have Randy Stuewe from Darling Ingredients here today. Darling, I think, is going to face a golden era. And what we saw in the last year was not a golden era. That was just good times. I am a big believer that there is going to be a feedstock war for the 15 renewable diesel facilities that are either officially announced or rumored. At least half of those are going to get built, and there's not enough feedstock to go around.
So Randy's company is the largest producer of that feedstock and it trades at a big discount to the CI value, and that's the opportunity in my mind.
Questions and Answers:
Craig Edward Irwin - ROTH Capital Partners, LLC, Research Division - MD & Senior Research AnalystSo my question for you, Randy, to start this off. Diamond II, Port Arthur, how much of the available feedstock in North America are you going to be using once you have Port Arthur online?
Randall C. Stuewe -
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