Commercial and Policy Outlook Issues
Covered in the Analysis
• The Pace of E15
Adoption & the E10 Blend Wall
• California’s Low
Carbon Fuel Standard
• The Return of Brazil
as a Major Exporter
• RFS2 as a Brazilian
Advanced Biofuel Mandate
• Restructuring of the
Blender’s Credit and Tariff
• Feedstock Markets:
How Long with High Sugar & Corn Prices?
• Cellulosic Biofuels:
Ever Ready for Commercialization?
• Project Global
Crude, Refined Product, Ethanol Pricing
• Global Trade Export
& Import Volumes
• Projecting RINs
Prices: Tying All Markets Together
Purpose of the
Analysis
While the Renewable
Fuel (RFS2) embodies lofty goals for renewable fuel usage by 2022, major
developments are taking place that will fundamentally affect the markets and the
ethanol industry over the near-to-intermediate term. Moreover, these
developments are not occurring in isolation, but rather the interaction among
them could amplify the impact on the industry. This study focuses on the handful
of issues that will be critical in shaping the ethanol market landscape over the
next five years – providing insights that ethanol producers, refiners and other
interested organizations can use to position themselves to navigate and even
capitalize on the coming changes.
