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Summit Carbon Solutions executives say South Dakota ethanol's future depends on cutting carbon emissions as markets demand lower-carbon products. State regulators denied permits for carbon pipelines in September, and Navigator CO2 has withdrawn its plan.
Uncertainty over carbon capture could affect ethanol plant competitiveness and corn grind over the longer term, but the impact on near-term feed prices is limited.
After 439 past neutral policy events, Corn moved a median +0.1% over 5 sessions (51% higher; middle half -1.3% to +1.2%), and +1.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.