The Iowa Renewable Fuels Association released an economic study arguing that carbon dioxide pipelines and federal 45Z tax credits could roughly double ethanol plant gross operating margins. Without carbon capture, the study warns ethanol production could shift to other states.
Carbon capture economics affect where ethanol plants locate and how much corn they grind, which influences regional corn demand and DDGS output over the long run.
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.
Not enough comparable past events yet for a historical read.
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.