C-MACC Weekly Sustainability and Energy Transition Report
Amarillo By Cornin’: Oil Rides High, Ethanol Hits the Gas
- 1st Topic of the Week: Oil-corn price dispersion is reviving the policy case for permanent E15 expansion. Could energy inflation accelerate ethanol demand faster than US and global markets expect?
- 2nd Topic of the Week: Hydrogen capital is shifting toward contracted infrastructure as geopolitics, logistics, and power economics reprice returns. Which developers can still convert scale into durable profitability?
- Otherwise, electrification-driven power demand, lithium refining bottlenecks, CBAM-driven industrial restructuring, SAF feedstock constraints, and weak EU green mandates reshape industrial economics.
Exhibit 1: Oil strength reinforces ethanol economics, reviving policy efforts toward nationwide E15 adoption.
Source: Bloomberg, C-MACC Analysis, March 2026
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