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Corn Ethanol’s climate perks under scrutiny by EPA board

Tensions are rising as the Renewable Fuels Association and EPA’s Science Advisory Board (SAB) clash over the climate benefits of corn ethanol. The Association’s CEO, Geoff Cooper, is staunchly defending ethanol's environmental benefits against the board’s uncertainties. 

The Renewable Fuels Standard was established with the goal of curbing emissions. However, a recent draft by the SAB has raised questions on whether corn ethanol, a predominant renewable fuel, truly reduces emissions compared to fossil fuels. 

Cooper isn’t backing down. He referenced numerous studies that demonstrate corn ethanol’s ability to cut emissions by 40-50%, contrary to fossil fuels. He brought attention to research by Argonne National Laboratory, which was absent in the SAB’s report, supporting the significant reduction of emissions through corn ethanol. 

The SAB’s concerns center around the potential environmental impact of expanding croplands for corn ethanol. Contrary to this, Cooper presented EPA data indicating a reduction in U.S. agricultural land since 2007, challenging the expansion concerns. 

Source : wisconsinagconnection

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USDA Feb Crop Report a WIN for Soybeans + 1 Year Trade Truce Extension

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USDA took Trumps comments that China would buy more U.S. soybeans seriously and headline news that the U.S./China trade truce would be extended when Trump/Xi meet in the first week of April was a BIG WIN for soybeans this week! 2026 “Mini” U.S. ethanol boom thanks to 45Z + China’s ban of phosphates from Feb. – August of 2026 will not help lower fertilizer prices anytime soon! 30 mmt of Chinese corn harvest is of poor quality and maybe a technical breakout in wheat futures.

*Apologies! Where we talk about the latest CFTC update as of 10th Feb 2026, managed money funds covered their net short position in canola to the tune of +42,746 week-on-week to flip to net long 145 contracts and not (as we mistakenly said) +90,009 wk/wk to 47,408.