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Ethanol policy on E15 relating to SREs.. that’s the big fight.
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JonSCKs
Posted 6/27/2026 09:19 (#11685919 - in reply to #11685911)
Subject: Depends on Corn vs Crude but today yes


phatcow - 6/27/2026 09:09

Without the renewable fuel standards and associated subsidies is ethanol still cheaper?


It depends on Corn vs Crude.. but today yes.. still refiners who invested in FCCUs and Cokers are in a position to shut access to the consumer off.. hence the E 15 fight..

E-15 adoption will hurt refiner margins when penetration grows..

If the majors join ethanol to squeeze consolidation.. hmmm.??

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