Author Archive: Jim Lane

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The Digest’s 2026 Multi-Slide Guide to Corteva

The Digest’s 2026 Multi-Slide Guide to Corteva

January 28, 2026 |

Corteva is on track to separate into two independent market leaders by late 2026, with the “New Corteva SpinCo” focusing on advanced genetics, gene editing, and biofuels. Commercially, the company raised its full-year 2025 operating EBITDA guidance to 3.80–3.90 billion, driven by strong seed volumes in North America and new crop protection product gains. The […]

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The Digest’s 2026 Multi-Slide Guide to Corbion

The Digest’s 2026 Multi-Slide Guide to Corbion

January 27, 2026 |

Corbion has launched its “BRIGHT 2030” strategy, pivoting toward fermentation-based natural preservation and nutrition while initiating a strategic review of its PLA portfolio. The company highlights its leadership in algae-derived omega-3 oils, securing long-term aquaculture contracts and expanding into nutraceuticals. Commercial highlights include double-digit growth in biomedical polymers driven by the UZEDY® partnership with MedinCell. […]

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FOAKBall: Creating First-of-a-Kind Projects that succeed, a new paradigm

FOAKBall: Creating First-of-a-Kind Projects that succeed, a new paradigm

January 27, 2026 |

The spreadsheet worked. The chemistry was sound. The model penciled. And yet the project stalled, downsized, or died somewhere between final investment decision and steel in the ground. If you’ve worked on a first-of-a-kind (FOAK) project in the bioeconomy, this story will feel familiar. The usual explanations follow: demand softness, policy uncertainty, buyer hesitation, macro […]

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The Digest’s 2026 Multi-Slide Guide to Codexis

The Digest’s 2026 Multi-Slide Guide to Codexis

January 26, 2026 |

Codexis is positioning its ECO Synthesis® platform to capture the growing RNAi therapeutics market, recently demonstrating process reproducibility with partners like Bachem and Nitto Avecia. Technical highlights include a new proprietary machine learning tool for optimized enzymatic ligation and the ability to control stereochemistry in siRNA synthesis. Commercially, the company reported a cash runway extending […]

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CO2 Sequestration, Values & Markets

CO2 Sequestration, Values & Markets

January 26, 2026 |

By Sam A. Rushing, President – Advanced Cryogenics, Ltd. –  www.CO2consultant.us Special to The Digest The merchant CO2 industry is estimated to be around 22 million metric tons in size, otherwise stated in consumption terms; and the US accounts for about 40% of this value. The food and beverage industry is some 70% in developed […]

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The Supreme Trial of the Bioeconomy is Here

The Supreme Trial of the Bioeconomy is Here

January 26, 2026 |

In today’s bioeconomy, the theoretical has no value. Only the tangible survives. The Advanced Bioeconomy Leadership Conference convenes in March not as a symposium but as an operational summit in the middle of policy crossfire, capital hesitation, and supply chain fragility. 
The era of “design, build, test, learn” has given way to something more blunt: […]

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The Digest’s 2026 Multi-Slide Guide to The Andersons

The Digest’s 2026 Multi-Slide Guide to The Andersons

January 22, 2026 |

The Andersons targets a run-rate EPS of $7.00 by 2028, a significant jump from $2.56 in 2025, driven by organic growth and renewables. The company anticipates a cumulative impact of over $300 million from 45Z clean fuel tax credits through 2028. As the 5th largest U.S. ethanol producer, they merchandised 1.6 billion pounds of renewable […]

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Gentle Rain or Sky River: Will the expected surge in corn supply bring E15 or a deluge?

Gentle Rain or Sky River: Will the expected surge in corn supply bring E15 or a deluge?

January 22, 2026 |

If you’re looking for a clean signal in the bioeconomy this week, you won’t find one. What you will find is pressure—steady, measurable, and building across the Corn Belt. U.S. corn yields continue to climb, driven by better genetics, better agronomy, and relentless improvements in logistics. This is not speculative supply. It is science doing […]

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The Digest’s 2026 Multi-Slide Guide to Aemetis

The Digest’s 2026 Multi-Slide Guide to Aemetis

January 21, 2026 |

Aemetis outlines a five-year plan projecting Adjusted EBITDA growth from $31.2 million in 2024 to $644.6 million in 2028. The strategy hinges on expanding dairy RNG digesters from 8 in 2023 to 75 by 2028 and completing a 78 million gallon per year renewable jet/diesel plant. With $3.8 billion in signed SAF offtake agreements, the […]

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When the Clock Is Ticking, but the Rules Aren’t Set: Clean Fuels Conference 2026 delegates assess a Wonderland of market opportunity and policy uncertainty

When the Clock Is Ticking, but the Rules Aren’t Set: Clean Fuels Conference 2026 delegates assess a Wonderland of market opportunity and policy uncertainty

January 20, 2026 |

If the clean fuels industry is living through an Alice-in-Wonderland moment, it’s not because things feel fanciful. It’s because the rules keep changing shape just as the clock gets louder. That was the unspoken theme running through the Clean Fuels Conference this year, where delegates heard repeated variations on the same question: Are we on […]

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