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FutureFuel Corp

FutureFuel Corp. manufactures and sells diversified inorganic chemicals, bio-based fuels, and bio-based specialty chemical products in the United States through its subsidiaries. It operates in two segments: Chemicals and Biofuels. The Chemicals segment produces custom chemicals for coatings, chemical intermediates, industrial and consumer cleaning, oil and gas, and specialty applications under long-term contracts, as well as performance chemicals such as polymer modifiers, specialty solvents, surfactants, and glycerin products. The Biofuels segment produces and sells biodiesel and petrodiesel blends, markets biodiesel directly to customers via trucks, barges, and rail cars, uses feedstocks including soy oil, poultry fat, used cooking oil, and tallow, and generates byproducts such as glycerin and distillation residue. The company serves the transportation, agriculture, heating, and energy sectors and is headquartered in Batesville, Arkansas.

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United States
Energy Transition & Power Demand

Trump weighs shielding farmers from expanded biofuel waivers

The Trump administration is discussing plans to shield the U.S. Farm Belt from an expected expansion of biofuel waivers, a move under consideration to cut gasoline prices for motorists, Reuters reported. The plan would increase biofuel quotas for 2027 by about 500 million gallons to offset damage from exemptions for smaller refineries, which are expected to roughly double from 990 million renewable fuel credits to as many as 1.8 billion. During Trump's first term, broad refinery exemptions drew fierce opposition from Midwest farmers and ethanol producers, and the issue has resurfaced as the administration seeks to lower fuel costs ahead of the November midterm elections. A coalition of farm and biofuel groups urged Trump to reject any waiver expansion, warning of severe and immediate consequences that could collapse biofuel markets and reduce demand for corn and soybean oil. Trump is expected to meet with refiners and fuel retailers in the coming week to highlight efforts to lower gasoline prices.
ADM ▼DINO ▲REX ▲BG ▼DAR ▼PBF ▼+8
Energy Transition & Power Demand ▼
About megatrends
Energy Transition & Power Demand › Natural Gas Value Chain ▼Demand
ADM · Regulation · Negative Expanded biofuel waivers would reduce demand for corn and soybean oil, hurting ADM's ethanol and oilseed processing.
DINO · Regulation · Positive Refiners benefit from expanded waivers, reducing their compliance costs under the RFS.
REX · Demand · Positive REX American Resources, an ethanol producer, would benefit from increased biofuel quotas that offset waiver expansion, supporting ethanol demand.
BG · Regulation · Negative Waiver expansion lowers biofuel demand, reducing demand for soybean oil and other feedstocks Bunge processes.
DAR · Regulation · Negative Waiver expansion cuts biofuel demand, reducing demand for rendered products and feedstocks used in biodiesel.
PBF · Regulation · Negative Expanded biofuel waivers for small refineries could reduce demand for RINs, lowering compliance costs but potentially hurting refiners' margins.
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United States
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U.S. RIN prices plunge after EPA delays biofuel compliance deadline

U.S. ethanol blending credit prices plunged Monday to their lowest levels in more than four months after the Environmental Protection Agency extended a September 1 compliance deadline for refiners and ruled on long-pending small refinery exemption requests by the end of August. Conventional ethanol RINs traded as low as $1.75, down $0.34 from Friday and their lowest level since April 15, according to data from Argus Media, after the credits had traded as high as $2.50 on July 7. RIN prices lost substantial value again during Monday's session in response to the EPA's impending small refinery exemption decisions, after falling 5% on Friday. Market participants expect the EPA's rulings to free up a significant number of credits, with refining and ethanol industry analysts estimating that the exemptions could free up 1.2 billion to 1.8 billion RINs that small refiners could use to meet their 2025 compliance obligations, after the EPA had previously indicated it could reallocate 990 million RINs associated with exemptions. Extending the compliance deadline is seen as signaling some form of RIN relief for refiners' 2026 and 2027 obligations as well, University of Illinois agricultural economist Scott Irwin told Reuters.
DINO ▲ADM ▼BG ▼DAR ▼DK ▼MPC ▼+8
DINO · Regulation · Positive EPA's compliance deadline extension and exemption rulings provide RIN relief for refiners like HF Sinclair, lowering compliance costs.
ADM · Regulation · Negative EPA's delay and exemption rulings lower RIN prices, reducing demand for ethanol and pressuring ADM's ethanol margins.
BG · Regulation · Negative Lower RIN prices and extended compliance deadline reduce ethanol demand, negatively impacting Bunge's ethanol business.
DAR · Regulation · Negative Lower RIN prices and exemptions reduce demand for renewable diesel feedstocks, hurting Darling's rendering and biofuel segments.
DK · Regulation · Negative EPA's compliance deadline extension and small refinery exemptions reduce RIN demand, lowering compliance costs for refiners like Delek.
MPC · Regulation · Negative Marathon Petroleum, as a refiner, benefits from lower RIN compliance costs, but the news is negative for its ethanol operations.
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Trump administration asks Congress to allow year-round E15 gasoline sales

The Trump administration formally asked Congress on Wednesday to pass legislation allowing year-round sales of gasoline blended with 15% ethanol, marking the first formal push by the White House to enact the policy. The request came in a supplemental bill released by the Office of Management and Budget, which called the measure an urgent and needed fix that codifies the permanent, year-round sale of E15. Supporters argue the higher-ethanol blend offers motorists a cheaper alternative to conventional gasoline, while U.S. refiners warn it could raise costs and complicate fuel distribution. Legislation allowing year-round E15 sales narrowly passed the House last month but faces long odds in the Senate, where major bills typically need 60 votes. The national average for regular gasoline stood at $3.93 per gallon as of Wednesday morning.
ADM ▲DINO ▼BG ▲DAR ▲GEVO ▲GPRE ▲+8
ADM · Demand · Positive Year-round E15 sales would increase demand for ethanol, a key product for ADM.
DINO · Regulation · Negative Refiners like HF Sinclair face higher costs and distribution complications from year-round E15.
BG · Demand · Positive Bunge, as a major agribusiness, benefits from higher ethanol demand.
DAR · Demand · Positive Darling Ingredients supplies feedstocks for ethanol production, benefiting from increased demand.
GEVO · Demand · Positive Gevo produces ethanol and would benefit from expanded market access for E15.
GPRE · Demand · Positive Green Plains is an ethanol producer that would benefit from year-round E15 sales boosting demand.
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