The biofuel sector has received some welcome news as the EPA proposes major increases to renewable fuel volume requirements through 2027, exceeding what the industry had expected.
Growth Energy General Counsel Joe Kakesh joined RFD-TV’s Tammi Arender to discuss his big takeaways from the proposal, how this benefits both farmers and ethanol producers, and the next steps in the RVO process.
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Strong plant output and rising exports contrast with softer domestic blending demand, suggesting margins are poised for volatility.
Experts say farmers and ethanol producers would benefit from a risk-based ILUC system that protects forests without relying on speculative modeling.
Ethanol exports are expanding on strong demand from Canada and Europe, while DDGS shipments remain broad-based and supportive for feed markets.
Ethanol markets remain mixed — weaker production and blend rates are being partially balanced by stronger exports as winter demand patterns take shape.
USDA released the November WASDE Report on Friday, the first supply-and-demand estimate to drop since September, just before the 43-day government shutdown.
