This is a very good read discussing how quickly EV adoption could impact domestic ethanol useage.

https://www.terrainag.com/insights/ethanol-vs-electrons-the-future-of-fuel/

key trends.  My takeaways..

ethanol is a significant driver of corn usage but as yields increase a shrinking source of demand.

Electric Vehicle adoption will take time.. so far slow penetration and long vehicle retention make turning over the fleet a longer term reality.

EVs are coming but will hit grid constraints

The article does a very good job of explaining the recent tax changes favoring EVs.. comes down to domestic mineral extraction.. favors hybrids vs full EVs.

fallacy of an electric truck pulling a load.. 100 Mile range at work. 

Opportunity for ethanol to compete in premium gas market as the number of vehicles needing higher octane gasoline increases..  THIS IS THE REAL OPPORTUNITY!!  Need to push for e 30.

Another article I’ll link talks about the US Shale revolution waning.. EIA keeps cutting US petroleum growth outlook

SAF and renewable diesel have bright futures.  Demand for oilseeds may explode probably cutting into corn acreage… ??