Owning Truck Stops Is Hot—Renewable Fuels Are Not

Owning truck stops is hot:

BP tried to buy TravelCenters of America (TA) (NOTE—BP owned a then much smaller TA (~50 sites) in the mid-1980s, having purchased from Ryder). ARKO swooped in offering more money. Who is ARKO? 

• 1400 “C” stores in 30 states
• $150MM Q4 fleet fueling business generating a very good $17MM in fuel contribution 
• $1.7B sales

Berkshire Hathaway bought the majority of Flying “J” last year.

EPA is concerned that the renewable-diesel boom could further boost already-surging food prices.—and of course, it is more expensive

Map of renewable-diesel plants

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