Biofuel remains an emerging technology although it has been around for many years. However, the Inflation Reduction Act (IRA) has given this industry a push forward, and POET, the largest ethanol producer in the U.S., now has investment certainty for at least 15 years. The bioethanol industry will always face challenges in securing enough feedstock, and demand will outstrip supply at some point. However, the biggest challenge that the Environmental Protection Agency (EPA) has right now for the short term is executing the IRA. We discuss the infrastructure and logistics for biofuels, and the impact that the IRA is set to have on paving the path for this industry in the years to come.
Paul has over 25 years’ experience as a financial market strategist. In 2011 he founded View from the Peak, a global, multi-asset class research platform that focuses on the interactions between public policy, economic trends, technology, and geopolitics. In 2015, Expanding on the thought leadership stemming from View from the Peak, Paul launched the Expert Series, the precursor to Climate Transformed. The firm has a network of hundreds of think tank fellows, academics, corporate leadership, and independent strategists. US-China Series was launched in 2018 and Climate Transformed was born in 2021 from the desire to apply the multimedia intelligence model to understanding the biggest existential challenge our world has ever faced.