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Renewable Fuels Association

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uuid000au46

Namestring
Renewable Fuels Association
Legal namestring
Renewable Fuels Association
Websiteurl
ethanolrfa.org
Company typeenum
Private
Founded yearint
1980
Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
11–50
akta.pro rankint
HeadquartersWellsville, United States
HQ citystring
Wellsville
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
ethanol industry advocacy, biofuels trade association, renewable fuel standards, ethanol market data, biorefinery industry support
Industry5 codes
1Grain & Sugar-Based Ethanol Production
CodeEUAAAHAAPrimaryYes
2Biofuel Distribution & Fuel Marketing (Wholesale/Retail)
CodeEUAAAHAIPrimaryNo
3CO₂‑Derived Synthetic Fuels for Aviation & Marine (SAF e‑fuels, e‑ammonia/e‑methanol bunkering pathways)
CodeEUABAIAHPrimaryNo
4Hydrogen & Derivative Fuels for Industry (H₂, Ammonia, Methanol)
CodeEUABAJACPrimaryNo
5Cellulosic Biofuels & Renewable Fuels (2G ethanol, SAF intermediates)
CodeIMAMALAAPrimaryNo
NAICS code1 code
  • Ethyl Alcohol Manufacturing325193
Product category
Biofuels Trade Association Services
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model3 records
1Membership Dues
TypeSubscription Recurring
Description

RFA operates as a membership-based trade association with dues from ethanol producers, biofuel companies, and industry stakeholders. Membership benefits include advocacy representation, industry data, publications, and access to industry events.

ethanolrfa.org
2Conference and Event Revenue
TypeProfessional Services
Description

The National Ethanol Conference and other industry events generate revenue through registrations, sponsorships, and exhibitor fees.

ethanolrfa.org
3Publications and Resources
TypeOne Time License
Description

Sale of industry publications, reports, and white papers including the Annual Industry Outlook, fact sheets, and trade summaries.

ethanolrfa.org
Marketing channels8 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels4 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Pricing details1 tier
1Membership tiers based on company type and size
ModelSubscriptionBilling cadenceAnnual
Notes

Membership dues structure exists but specific pricing tiers are not publicly available. Benefits include advocacy representation, industry data, publications, and access to events.

ethanolrfa.org
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 record
1Renewable Fuels Foundation
Description

Non-profit foundation supporting education and research for the ethanol industry

ethanolrfa.org
Core offering1 text field

The Renewable Fuels Association serves as the national trade association for the U.S. ethanol industry, advocating on behalf of ethanol producers, corn growers, and fuel retailers. It provides industry representation, policy advocacy at federal and state levels, market intelligence, and educational resources, while its member organizations produce ethanol fuel products including E10, E15, E85, and sustainable aviation fuel via Alcohol-to-Jet pathways.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 6 values shown
  • Ethanol reduces GHG emissions by 44-52% compared to gasoline, with cellulosic ethanol achieving 80%+ reductions
+5 more records
Product overview1 text field

The Renewable Fuels Association (RFA) is a national trade association for America's ethanol industry, not a traditional software product company. RFA's offerings consist of fuel products (E15, E85, Sustainable Aviation Fuel), co-products (distillers grains for animal feed), industry publications (Annual Industry Outlook, fact sheets), market data and statistics services, and educational resources. The organization advocates for policies including the Renewable Fuel Standard (RFS), E15 legislation, tax policy, and low-carbon fuel standards. RFA's primary digital offerings are informational resources and data portals rather than software products, including a biorefinery location directory, market statistics dashboards, and industry publications available as PDF downloads.

Scale indicator9 records

Each record includes

Type, Value, Description, Source

Partnership9 partners
Strategic tierCoreTypeStrategic or Co-development PartnerAnnounced on2026-02-27
Description

LanzaJet received RFA's 2026 Industry Award at the National Ethanol Conference in Orlando, recognizing the company for becoming the world's first producer of jet fuel from ethanol at commercial scale. The LanzaJet Freedom Pines Fuels facility in Soperton, Georgia has an annual production capacity of 10 million gallons of alcohol-to-jet SAF. The award highlights 15 years of research, innovation, and investment that demonstrated the commercial viability of the company's proprietary Alcohol-to-Jet technology.

Strategic tierMinorTypeStrategic or Co-development Partner
Description

LanzaJet is supported by government agencies including the U.S. Department of Energy, which has provided funding and support for the development of sustainable aviation fuel technology and commercial-scale ethanol-to-jet production.

Strategic tierMinorTypeStrategic or Co-development Partner
Description

LanzaJet received support from the UK Department for Transport as part of international efforts to develop sustainable aviation fuel production capacity.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

API and major ethanol groups (RFA, Growth Energy) clinched a deal on US biofuel policy, proposing to limit small refineries' future exemptions from biofuel mandates and authorize year-round sales of E15. The groups are lobbying Congress to include the deal in government spending bills.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Growth Energy partnered with RFA and API on a framework to reform US biofuel policy, including year-round E15 legislation and SRE reforms.

Strategic tierMinorTypeStrategic or Co-development Partner
Description

RFA submitted comments to Environmental and Climate Change Canada expressing strong support for Canada's Clean Fuel Regulations and potential amendments. RFA advocated for a credit compliance credit multiplier for low-carbon fuels produced in Canada.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

RFA and National Corn Growers Association partnered on studies including economic impact analysis showing year-round E15 could boost U.S. GDP by $25.8 billion and create 128,000 jobs. Joint advocacy for ethanol policy.

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Clean Fuels Alliance America and RFA frequently partner on biofuel policy advocacy including 45Z tax credit implementation, RFS matters, and E15 legislation. Both groups welcomed the DOE's 45Z GREET model update as a 'major win.'

Strategic tierCoreTypeStrategic or Co-development Partner
Description

Proposed carbon sequestration pipeline project that would enable ethanol plants to produce ultra-low carbon fuels eligible for federal tax credits worth up to $3 billion. Facing landowner opposition regarding eminent domain provisions in Iowa.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers8 records
TypeDirect peer
Description

Growth Energy is the other major U.S. ethanol industry trade association, overlapping RFA in advocacy for E15, RFS, and ethanol producers like POET and ADM. It is the closest direct peer given identical mission and overlapping membership base.

TypeDirect peer
Description

Clean Fuels Alliance America (formerly the National Biodiesel Board) is the U.S. trade association for biodiesel, renewable diesel, and sustainable aviation fuel producers. It is a direct peer in adjacent renewable fuel categories and frequently co-advocates with RFA on 45Z, RFS, and low-carbon fuel standards.

TypeDirect peer
Description

The Advanced Biofuels Association represents next-generation biofuel technologies, including cellulosic ethanol and renewable diesel. It is a direct peer in the broader biofuels advocacy space, sharing overlapping policy goals with RFA on advanced biofuel RVOs.

TypeOthers
Description

API is the largest U.S. oil and gas trade association. Although traditionally an opposing party on biofuel policy, API has partnered with RFA on E15 and SRE compromises, making it a peer on industry-wide legislative advocacy rather than direct competition.

TypeOthers
Description

NCGA represents U.S. corn farmers, the primary feedstock supplier for grain ethanol. It is a long-standing RFA advocacy partner that jointly campaigns for ethanol demand and corn market expansion, making it a closely aligned ecosystem peer.

TypeOthers
Description

The U.S. Grains Council promotes U.S. coarse grain exports, including DDGS ethanol co-products, in international markets. It is an ecosystem peer supporting RFA's export-market advocacy for ethanol and distillers grains.

TypeOthers
Description

American Farm Bureau is the broadest U.S. general agriculture trade association. It is an ecosystem peer given overlapping membership and shared rural-economy policy interests with RFA's corn and biofuel farmer base.

TypeOthers
Description

Alliance for Automotive Innovation represents most major automakers on vehicle, fuel, and emissions policy. It is an adjacent peer because high-octane ethanol (E15/E85) directly intersects with engine, fuel-economy, and emissions standards it lobbies on.

Market position
Strengths5 records

Each record includes

Headline, Details, Source

Weaknesses5 records

Each record includes

Headline, Details, Source

Competitive moat5 records

Each record includes

Type, Details

Key risks6 records

Each record includes

Headline, Details, Source

Key highlights7 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Named customers6 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment5 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature4 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Renewable Fuels Association

Biofuels Trade Association Servicesethanolrfa.org

Renewable Fuels Association firmographics

Firmographics
Name
Renewable Fuels Association
Legal name
Renewable Fuels Association
Website
https://ethanolrfa.org
Company type
Private
Founded year
1980
Operating status
Operating
Headcount range
11–50 employees
Ownership category
akta.pro rank

Renewable Fuels Association industry classification

Industry
Product category
Biofuels Trade Association Services
NAICS
Ethyl Alcohol Manufacturing (325193)
akta.pro primary industry
Grain & Sugar-Based Ethanol Production (EUAAAHAA)
akta.pro secondary industries
Biofuel Distribution & Fuel Marketing (Wholesale/Retail) (EUAAAHAI), CO₂‑Derived Synthetic Fuels for Aviation & Marine (SAF e‑fuels, e‑ammonia/e‑methanol bunkering pathways) (EUABAIAH), Hydrogen & Derivative Fuels for Industry (H₂, Ammonia, Methanol) (EUABAJAC), Cellulosic Biofuels & Renewable Fuels (2G ethanol, SAF intermediates) (IMAMALAA)

Keywords

  • Ethanol industry advocacy
  • Biofuels trade association
  • Renewable fuel standards
  • Ethanol market data
  • Biorefinery industry support

Where Renewable Fuels Association is headquartered

Location

Headquarters

HQ city
Wellsville
HQ country
United States
HQ region
North America

Offices1 record

Markets served

Renewable Fuels Association business model

Business model
GTM type
B2B
Offering type
Services

Revenue model

  1. Membership Dues: RFA operates as a membership-based trade association with dues from ethanol producers, biofuel companies, and industry stakeholders. Membership benefits include advocacy representation, industry data, publications, and access to industry events.
  2. Conference and Event Revenue: The National Ethanol Conference and other industry events generate revenue through registrations, sponsorships, and exhibitor fees.
  3. Publications and Resources: Sale of industry publications, reports, and white papers including the Annual Industry Outlook, fact sheets, and trade summaries.

Pricing tiers

ModelBillingPrice
SubscriptionAnnualMembership tiers based on company type and size

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Renewable Fuels Association product offering

Product offering

Core offering

The Renewable Fuels Association serves as the national trade association for the U.S. ethanol industry, advocating on behalf of ethanol producers, corn growers, and fuel retailers. It provides industry representation, policy advocacy at federal and state levels, market intelligence, and educational resources, while its member organizations produce ethanol fuel products including E10, E15, E85, and sustainable aviation fuel via Alcohol-to-Jet pathways.

Product overview

The Renewable Fuels Association (RFA) is a national trade association for America's ethanol industry, not a traditional software product company. RFA's offerings consist of fuel products (E15, E85, Sustainable Aviation Fuel), co-products (distillers grains for animal feed), industry publications (Annual Industry Outlook, fact sheets), market data and statistics services, and educational resources. The organization advocates for policies including the Renewable Fuel Standard (RFS), E15 legislation, tax policy, and low-carbon fuel standards. RFA's primary digital offerings are informational resources and data portals rather than software products, including a biorefinery location directory, market statistics dashboards, and industry publications available as PDF downloads.

Differentiator

Problem solved

Functional benefit

Brands

  • Renewable Fuels Foundation: Non-profit foundation supporting education and research for the ethanol industry

Quantifiable outcome

  • Ethanol reduces GHG emissions by 44-52% compared to gasoline, with cellulosic ethanol achieving 80%+ reductions
  • +5 more outcomes

Companies that use Renewable Fuels Association

Customer profile

Named customers6 records

Segments5 records

Renewable Fuels Association technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature4 records

Renewable Fuels Association partnerships and signals

Strategic signal

Partnerships

Nine partnerships are on record, tiered core and minor.

  • LanzaJetcoreStrategic or Co-development Partner · 27 February 2026LanzaJet received RFA's 2026 Industry Award at the National Ethanol Conference in Orlando, recognizing the company for becoming the world's first producer of jet fuel from ethanol at commercial scale. The LanzaJet Freedom Pines Fuels facility in Soperton, Georgia has an annual production capacity of 10 million gallons of alcohol-to-jet SAF. The award highlights 15 years of research, innovation, and investment that demonstrated the commercial viability of the company's proprietary Alcohol-to-Jet technology.
  • U.S. Department of EnergyminorStrategic or Co-development PartnerLanzaJet is supported by government agencies including the U.S. Department of Energy, which has provided funding and support for the development of sustainable aviation fuel technology and commercial-scale ethanol-to-jet production.
  • UK Department for TransportminorStrategic or Co-development PartnerLanzaJet received support from the UK Department for Transport as part of international efforts to develop sustainable aviation fuel production capacity.
  • American Petroleum Institute (API)coreStrategic or Co-development PartnerAPI and major ethanol groups (RFA, Growth Energy) clinched a deal on US biofuel policy, proposing to limit small refineries' future exemptions from biofuel mandates and authorize year-round sales of E15. The groups are lobbying Congress to include the deal in government spending bills.
  • Growth EnergycoreStrategic or Co-development PartnerGrowth Energy partnered with RFA and API on a framework to reform US biofuel policy, including year-round E15 legislation and SRE reforms.
  • Canada - Environment and Climate Change CanadaminorStrategic or Co-development PartnerRFA submitted comments to Environmental and Climate Change Canada expressing strong support for Canada's Clean Fuel Regulations and potential amendments. RFA advocated for a credit compliance credit multiplier for low-carbon fuels produced in Canada.
  • National Corn Growers AssociationcoreStrategic or Co-development PartnerRFA and National Corn Growers Association partnered on studies including economic impact analysis showing year-round E15 could boost U.S. GDP by $25.8 billion and create 128,000 jobs. Joint advocacy for ethanol policy.
  • Clean Fuels Alliance AmericacoreStrategic or Co-development PartnerClean Fuels Alliance America and RFA frequently partner on biofuel policy advocacy including 45Z tax credit implementation, RFS matters, and E15 legislation. Both groups welcomed the DOE's 45Z GREET model update as a 'major win.'
  • Summit Carbon SolutionscoreStrategic or Co-development PartnerProposed carbon sequestration pipeline project that would enable ethanol plants to produce ultra-low carbon fuels eligible for federal tax credits worth up to $3 billion. Facing landowner opposition regarding eminent domain provisions in Iowa.

Scale indicators9 records

Recent moves6 records

Expansion highlights5 records

Renewable Fuels Association competitors and assessment

Company assessment

Direct peers

  • Growth Energy: Growth Energy is the other major U.S. ethanol industry trade association, overlapping RFA in advocacy for E15, RFS, and ethanol producers like POET and ADM. It is the closest direct peer given identical mission and overlapping membership base.
  • Clean Fuels Alliance America: Clean Fuels Alliance America (formerly the National Biodiesel Board) is the U.S. trade association for biodiesel, renewable diesel, and sustainable aviation fuel producers. It is a direct peer in adjacent renewable fuel categories and frequently co-advocates with RFA on 45Z, RFS, and low-carbon fuel standards.
  • Advanced Biofuels Association: The Advanced Biofuels Association represents next-generation biofuel technologies, including cellulosic ethanol and renewable diesel. It is a direct peer in the broader biofuels advocacy space, sharing overlapping policy goals with RFA on advanced biofuel RVOs.

Others

  • American Petroleum Institute: API is the largest U.S. oil and gas trade association. Although traditionally an opposing party on biofuel policy, API has partnered with RFA on E15 and SRE compromises, making it a peer on industry-wide legislative advocacy rather than direct competition.
  • National Corn Growers Association: NCGA represents U.S. corn farmers, the primary feedstock supplier for grain ethanol. It is a long-standing RFA advocacy partner that jointly campaigns for ethanol demand and corn market expansion, making it a closely aligned ecosystem peer.
  • U.S. Grains Council: The U.S. Grains Council promotes U.S. coarse grain exports, including DDGS ethanol co-products, in international markets. It is an ecosystem peer supporting RFA's export-market advocacy for ethanol and distillers grains.
  • American Farm Bureau Federation: American Farm Bureau is the broadest U.S. general agriculture trade association. It is an ecosystem peer given overlapping membership and shared rural-economy policy interests with RFA's corn and biofuel farmer base.
  • Alliance for Automotive Innovation: Alliance for Automotive Innovation represents most major automakers on vehicle, fuel, and emissions policy. It is an adjacent peer because high-octane ethanol (E15/E85) directly intersects with engine, fuel-economy, and emissions standards it lobbies on.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Renewable Fuels Association social profiles

Digital presence

Renewable Fuels Association financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Renewable Fuels Association leadership team

Management profile

Number of profiles

Renewable Fuels Association subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Renewable Fuels Association funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Renewable Fuels Association M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Renewable Fuels Association

What does Renewable Fuels Association do?

The Renewable Fuels Association serves as the national trade association for the U.S. ethanol industry, advocating on behalf of ethanol producers, corn growers, and fuel retailers. It provides industry representation, policy advocacy at federal and state levels, market intelligence, and educational resources, while its member organizations produce ethanol fuel products including E10, E15, E85, and sustainable aviation fuel via Alcohol-to-Jet pathways.

Is Renewable Fuels Association a public or private company?

Renewable Fuels Association is a private company. It is classified as nonprofit foundation owned and is currently operating.

When was Renewable Fuels Association founded?

Renewable Fuels Association was founded in 1980. It employs 11 to 50 people.

Where is Renewable Fuels Association based?

Renewable Fuels Association is headquartered in Wellsville, United States, in the North America region.

How does Renewable Fuels Association make money?

Three revenue lines are on record. Membership Dues are the primary driver. The others are conference and Event Revenue and publications and Resources.

Who are Renewable Fuels Association's main competitors?

Direct peers on record are Growth Energy, Clean Fuels Alliance America and Advanced Biofuels Association. Others are American Petroleum Institute, National Corn Growers Association, U.S. Grains Council, American Farm Bureau Federation and Alliance for Automotive Innovation.

Does Renewable Fuels Association have an API?

No public API is recorded for Renewable Fuels Association.

What industry is Renewable Fuels Association in?

Renewable Fuels Association's product category is Biofuels Trade Association Services. Its primary akta.pro industry code is EUAAAHAA, Grain & Sugar-Based Ethanol Production, with a secondary code of EUAAAHAI, Biofuel Distribution & Fuel Marketing (Wholesale/Retail). Its NAICS code is 325193.

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Live signals
AgwebEPA Grants Small Refinery Exemptions, Erodes Robust RVOsEPA granted exemptions to 18 refiners (100%) and 11 (50%), retiring 1.76 billion RINs from 2025 RFS compliance. The agency will finalize a supplemental rule by October to restore those RINs to 2026-2027 volumes, but the Renewable Fuels Association warns the action creates market instability and a dangerous precedent.MarketScreenerFarm, biofuel groups urge Trump to curb expanded refinery exemptionsA coalition of U.S. farm and biofuel groups, including the Renewable Fuels Association, Growth Energy and the National Farmers Union, wrote to President Trump urging him to reject a proposed expansion of small refinery exemptions from biofuel blending requirements. Sources said the administration plans to roughly double exemptions from about 950 million to 1.8 billion credits, a move that has already pushed renewable fuel credit prices lower. A decision is expected before the end of August.Agri-pulseAPI rejects E15 in Senate farm bill; Farm Bureau urges passageThe American Petroleum Institute is urging Congress to reject a year-round E15 ethanol fuel measure added to the Senate farm bill draft, arguing the provision lacks balanced reforms to the small refinery exemption program under the Renewable Fuel Standard. Agricultural groups including the American Farm Bureau Federation and National Corn Growers Association are strongly supporting the provision, with the Farm Bureau noting 200,000 farms have been lost over the past decade and calling E15 a top priority for expanded corn demand. The Senate Agriculture Committee, led by Chairman John Boozman, R-Ark., is scheduled to markup the proposed legislation on Thursday.Agri-pulseDaybreak July 23: ‘Farm crisis’ needs Congress’s attention, former ag leaders sayFormer agricultural leaders, including former Renewable Fuels Association President Bob Dinneen, sent a letter to congressional agriculture committee leaders calling for systematic, bipartisan engagement with farmers on what they describe as a deepening "crisis" in farm country, noting Congress has taken no substantive action since a similar letter in February and warning that reliance on bailouts is not a solution to rising bankruptcies and deteriorating markets. The House passed a $95 billion reconciliation measure on a 216-214 vote that includes up to $12 billion for agriculture, which now moves to the Senate where Majority Leader John Thune said the chamber could use it as a vehicle to fund the government and avert a shutdown. Senate Finance Committee Ranking Member Ron Wyden also introduced the Congressional Trade Powers Act to eliminate presidential tariff authority under Sections 122 and 338, which the Trump administration used to impose 10% global tariffs and 50% tariffs on Canada.DtnpfE15 Supporters Weigh Deal as Senate Faces Shrinking Legislative WindowYear-round E15 fuel supporters in the Senate say they are ready to compromise on legislation, but Senator Chuck Grassley warns the upper chamber may lack sufficient time before the November election to pass a stand-alone bill. A potential compromise between the House-passed E15 version and the Fischer-Capito bill faces key disagreements over small-refinery exemptions under the Renewable Fuel Standard, with corn and ethanol groups supporting reform while refiners and the American Soybean Association oppose changes to the exemption program. Industry sources indicate record crack spreads are funding refiners' political opposition to any RFS changes.World-grainUS corn, ethanol groups applaud new tariff on Brazil | World GrainThe Office of the United States Trade Representative (USTR) imposed a 25% tariff on certain imports from Brazil, citing unfair trade practices following a yearlong Section 301 investigation into Brazil's trade practices. US corn and ethanol industry groups, including the National Corn Growers Association, Growth Energy, and the Renewable Fuels Association, applauded the decision as a necessary step to address Brazil's 18% tariff on ethanol and other trade barriers that have restricted US ethanol imports. Brazil's President Luiz Inácio Lula da Silva rejected the allegations and said Brazil would pursue action under its Reciprocity Law and through the World Trade Organization's dispute-settlement system.MorningstarMaterials Shares Little Changed — Materials RoundupMaterials sector stocks edged slightly higher while gold and silver prices declined amid signs of cooling U.S. inflation. President Trump imposed a 25% tariff on Brazilian imports, which the Renewable Fuels Association suggested could benefit the U.S. ethanol industry. BHP Group reported record iron ore production but lower copper output, forecasting a further decline in copper production as ore grades deteriorate at its flagship mine in northern Chile.pegnO que os agricultores dos EUA pensam sobre tarifaço ao BrasilDifferent segments of the US agricultural sector are divided over the proposed tariffs on Brazilian products under the Section 301 trade investigation. The National Corn Growers Association (NCGA) submitted testimony advocating for 25% tariffs on Brazilian ethanol, accusing Brazil of imposing trade barriers that have "practically evaporated" the US ethanol market since 2017. Meanwhile, the National Coffee Association (NCA), American Seed Trade Association (ASTA), and biofuel sector groups Growth Energy and Renewable Fuels Association (RFA) have taken opposing positions, with the coffee sector emphasizing US dependence on Brazilian imports worth over $343 billion.AgrolatamOcean Biofuel Boom Could Ignite a Multi-Billion-Bushel Corn Demand SurgeIndustry leaders from the Renewable Fuels Association and Clean Fuels Alliance America say that the global shipping industry could generate 4 to 5 billion gallons of new ethanol demand annually and increase U.S. corn consumption by more than 1.5 billion bushels if ethanol captures just 5% of the marine fuel market. The main obstacle is economic—shipping companies have historically relied on heavy fuel oil as a low-cost fuel, making the transition to biofuels financially difficult despite existing engine technology. The outcome may depend on government policy, including the IMO's proposed Net-Zero Framework set for reconsideration in December 2026 and the U.S. Renewable Fuel for Ocean-Going Vessels Act, which would allow maritime biofuels to generate credits under the Renewable Fuel Standard.Successful FarmingIndustry Reacts to New Guidance as Farmers Move Closer to Earning 45Z PremiumsThe USDA announced final guidance on the Regenerative Feedstock Rule, establishing how regenerative agriculture practices can reduce carbon intensity for biofuel feedstocks under the 45Z Clean Fuel Production Credit program, bringing farmers closer to earning premium prices for corn, soybeans, sorghum, and spring canola. Industry stakeholders including the American Soybean Association, Clean Fuels Alliance America, Growth Energy, and multiple state corn and renewable fuels associations largely applauded the rule as a breakthrough for value-added biofuel markets and rural America. However, experts note that the DOE and Treasury must still incorporate USDA's framework into the 45Z GREET model for the CI reductions to be formally counted, and the requirement that crops be delivered directly into the biofuel supply chain may limit farmer participation.