Agriculture, Biofuels

July 09, 2026

Corn, Carbon And Competition: Ethanol's Next Chapter in the US

HIGHLIGHTS

Ethanol remains central to US fuel system

Policy and tech shape biofuels future

Low-carbon fuels drive sector evolution

Ethanol has been a cornerstone of the US biofuels industry for decades, but what role will it play in an energy system increasingly shaped by electrification, low-carbon fuels and evolving policy?

Biofuels expert Kevin Lindemer joins EnergyCents hosts Hill Vaden and Samantha Humphreys to explore the current state of the biofuels market, why ethanol remains central to US transportation fuels, and how policy, technology and market dynamics could influence the sector's future. From blending mandates and feedstock economics to emerging opportunities in sustainable fuels, the discussion examines where ethanol fits in the next phase of the energy transition.

Learn more about S&P Global Energy coverage at: https://www.spglobal.com/energy/en

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