Archer-Daniels-Midland CompanyExpanded biofuel waivers would reduce demand for corn and soybean oil, hurting ADM's ethanol and oilseed processing.
ロイター通信によると、トランプ政権は、米国の穀倉地帯をバイオ燃料免除の拡大から保護する計画を協議している。これは、ガソリン価格を引き下げるために検討されている措置だ。この計画では、2027年のバイオ燃料割当量を約5億ガロン増やし、小規模製油所への免除による影響を相殺する。免除は、9億9000万の再生可能燃料クレジットから最大18億へと約2倍に増える見込みだ。トランプ氏の第一期政権中、広範な製油所免除は中西部の農家やエタノール生産者から激しい反対を受けた。そして、11月の中間選挙を前に政権が燃料コストを引き下げようとする中、この問題が再浮上している。農家とバイオ燃料団体の連合は、トランプ氏に対し、免除拡大を拒否するよう求めた。バイオ燃料市場の崩壊や、トウモロコシと大豆油の需要減少につながる深刻かつ即時の影響が生じると警告した。トランプ氏は来週、製油所と燃料小売業者と会合し、ガソリン価格引き下げへの取り組みを強調する見込みだ。
Archer-Daniels-Midland CompanyExpanded biofuel waivers would reduce demand for corn and soybean oil, hurting ADM's ethanol and oilseed processing.
HF Sinclair CorpRefiners benefit from expanded waivers, reducing their compliance costs under the RFS.
Bunge Global SAWaiver expansion lowers biofuel demand, reducing demand for soybean oil and other feedstocks Bunge processes.
Darling Ingredients IncWaiver expansion cuts biofuel demand, reducing demand for rendered products and feedstocks used in biodiesel.
Phillips 66As a major refiner, Phillips 66 may face lower compliance costs from waivers, but the offsetting increase in biofuel quotas could raise overall obligations.
Valero Energy CorporationValero, a large refiner, could see reduced RIN costs from waivers, but higher quotas may increase its compliance burden.
Gevo IncExpanded waivers could reduce biofuel demand, hurting Gevo's renewable fuel business.
Green Plains Renewable Energy IncGreen Plains, an ethanol producer, would suffer from reduced demand due to waivers.
FutureFuel CorpFutureFuel, a biofuel producer, faces uncertainty from waiver expansion and quota adjustments.
Marathon Petroleum CorpMarathon Petroleum, a refiner, may benefit from waivers but face quota increases.
REX American Resources CorporationREX American Resources, an ethanol producer, would benefit from increased biofuel quotas that offset waiver expansion, supporting ethanol demand.
PBF Energy IncExpanded biofuel waivers for small refineries could reduce demand for RINs, lowering compliance costs but potentially hurting refiners' margins.
Delek US Energy IncRefiner waivers could benefit Delek as a refiner, but potential quota increases may offset.
Clean Energy Fuels CorpIncreased waivers reduce RFS obligations, lowering demand for renewable natural gas and biofuel credits.