Archive for March 2026
Top 3 Takeaways – Bloomberg Farm, Food and Fuels Summit 2026, Kansas City
Number 3) Confounding Complexity This conference, as the name implies, takes on the complexities of the farm, food, and fuels industries by covering the crude oil, corn oil, and chicken feed businesses, all at one event. Participants can choose among parallel breakout sessions and quickly learn about each industry, with its own deep knowledge base…
Read MoreWhat Happened to the D4 RIN Price?
In the last 2 weeks, Hoekstra’s D4 RIN theoretical price (named D4T) has fallen by 44 cents, from $1.45 to $1.01 per RIN, while the market price of the 2026-vintage D4 RIN fell by 9 cents, from $1.61 to $1.52. In analyzing this difference, the first key point is that the ultra-low sulfur diesel (ULSD)…
Read MoreTop 3 Takeaways from National Ethanol Conference, Orlando Feb. 24-26, 2026
My Top 3 Takeaways: Number 3 — California’s Ethanol Awakening 87-octane E15 gasoline, containing 15% ethanol, is now a legal fuel in California. Expect it to soon become the state’s base fuel, replacing E10 at a 45 cents/gal lower pump price. California has the nation’s highest gasoline prices and a history of driving out petroleum…
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