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Tidbits, Biofuels 45Z Progress, Manufacturing PMI, Farmer Sentiment, Screwworm 2/4/26

Tidbits


Biofuels consultant and VP of Montana Renewables, Corey Lavinsky, reported progress yesterday on 45Z:

“The U.S. Treasury Department expects a 45Z specific version of USDA’s Feedstock Carbon Intensity Calculator to be used to calculate carbon intensity in the 45ZCF-GREET model. Unfortunately, the calculator isn't ready yet. The public hearing date for 45Z isn't until May 28, 2026, so this will be a long process. The proposed regulations for the 45Z Clean Fuel Production credit are now available at: https://public-inspection.federalregister.gov/2026-02246.pdf"

 

Brett Gibbs of BBGIntelligence Equity Research reported it appears manure RNG will qualify for $1+/gal pending final emissions rates. 

 

The American Soybean Association (ASA) & National Oilseed Processors Association (NOPA) applaud the Treasury’s updated 45Z Guidance.

 

The following chart provides some insight:

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