Author Archive: Jim Lane

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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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Friends of the Earth slams alliance between ag and oil industries on biofuel subsidies

Friends of the Earth slams alliance between ag and oil industries on biofuel subsidies

January 20, 2026 |

In Washington, Friends of the Earth says the Trump administration’s biofuel subsidies are forging an unprecedented alliance between Big Ag and Big Oil that will cost taxpayers over $25 billion while driving increased pollution, according to their new analysis released recently.   The analysis reveals how changes to the federal biofuel tax credits – particularly the 45Z clean fuel production credit – and the Renewable […]

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The Digest’s 2026 Multi-Slide Guide to BASF

The Digest’s 2026 Multi-Slide Guide to BASF

January 20, 2026 |

BASF’s “Winning Ways” strategy targets shareholder distributions of at least €12 billion between 2025 and 2028 through dividends and buybacks. The company announced the sale of its coatings business to Carlyle for ~€5.8 billion and is preparing its €9.8 billion Agricultural Solutions unit for a minority IPO by 2027. BASF reduced Capex for its Zhanjiang […]

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The Digest’s 2026 Multi-Slide Guide to Bayer Crop Science

The Digest’s 2026 Multi-Slide Guide to Bayer Crop Science

January 19, 2026 |

Bayer Crop Science projects over €32 billion in peak sales potential from its innovation pipeline, including next-generation traits like Preceon Smart Corn. In its May 2025 update, the company targeted >€25 billion in net sales and a mid-20s cEBITDA margin by 2029. A new efficiency program aims to free >€1.5 billion in cash and improve […]

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Where Worlds Meet: How FlyORO Is Unlocking a Missing Link in Sustainable Aviation Fuel

Where Worlds Meet: How FlyORO Is Unlocking a Missing Link in Sustainable Aviation Fuel

January 19, 2026 |

On February 6, 1819, Stamford Raffles signed a treaty on a humid strip of land at the southern tip of the Malay Peninsula. Singapore had no army, no natural resources, and no clear sovereign authority he could legally negotiate with. So Raffles did something more subtle. He elevated Tengku Hussein to the sultanate of Johor, […]

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The Digest’s 2026 Multi-Slide Guide to Gilly Fungal Breeding

The Digest’s 2026 Multi-Slide Guide to Gilly Fungal Breeding

January 15, 2026 |

Gilly has launched its first dairy pilot in Modesto, CA, converting 200 tons of tomato pomace into high-protein animal feed using proprietary fungi. This low-CapEx process utilizes standard farming equipment to reduce farmer feed costs by up to 10%. Notably, the team achieved a 75% improvement in thermotolerance in just one three-week breeding cycle using […]

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