Author Archive: Jim Lane

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The Corner Belongs to Choice. Is Choice Around the Corner?

The Corner Belongs to Choice. Is Choice Around the Corner?

August 10, 2026 |

Fort Drum Service Plaza sits an hour southeast of Disney World along the Florida Turnpike, marked by a statue of Mickey Mouse that has signaled to a generation of children that the Magic Kingdom is near. At seven-fifteen in the morning, it plays host to what must surely be the longest line for Dunkin’ coffee […]

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The Green Lantern Problem: How South Dakota is Building Biomanufacturing Capability Inside Its People

The Green Lantern Problem: How South Dakota is Building Biomanufacturing Capability Inside Its People

August 10, 2026 |

The Green Lantern is fundamentally different from those other superheroes. Superman’s power is locked in his alien biology; Tony Stark’s genius is welded into his iron suit. Their powers, talents, and machinery belong essentially to them. But Green Lantern is not a person—it is a platform. There was a Green Lantern before Hal Jordan, and […]

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The Digest’s 2026 Multi-Slide Guide to the 45Z Policy Cliff

The Digest’s 2026 Multi-Slide Guide to the 45Z Policy Cliff

August 6, 2026 |

Although the OBBBA extended the 45Z clean fuel production credit to 2029, a critical tenor mismatch survives because SAF project debt requires 10-to-15-year horizons. The immediate economic blow is the SAF rate cut to $1.00 per gallon, compounding the urgency of the accelerated 45V hydrogen credit deadline in 2027. To secure bankability, sponsors must underwrite […]

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The Cornish Way: Of Green Hydrogen and a path forward

The Cornish Way: Of Green Hydrogen and a path forward

August 6, 2026 |

The photograph at the top of this column might puzzle you. Some will describe it as a slag heap. Others will joke that I photographed the Poldark scenery the wrong way round. A mining engineer might see traces of copper still waiting to be recovered; a battery executive might see lithium; an ecologist might see […]

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The Digest’s 2026 Multi-Slide Guide to Multi-State LCFS Dynamics

The Digest’s 2026 Multi-Slide Guide to Multi-State LCFS Dynamics

August 5, 2026 |

The LCFS landscape has evolved into a multi-state market, forcing producers to optimize fuel routing across jurisdictions like California, Oregon, and Washington. Operators participating in three or more state programs can capture an 8 to 15 percent uplift in total credit value. However, these nominally separate markets represent one correlated policy bet, as California’s methodology […]

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The Debate Over the Term “Bio”: Why the 2026 Farm Bill Threatens Consumer Trust

The Debate Over the Term “Bio”: Why the 2026 Farm Bill Threatens Consumer Trust

August 5, 2026 |

By Ramani Narayan Special to The Digest Words are the building blocks of public trust. For a marketplace to function efficiently, the language used on packaging must carry a clear, universally understood meaning. Yet, deep within the machinery of the 2026 Farm Bill, a seemingly minor provision threatens to muddy the waters. Section 9004 in […]

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The Digest’s 2026 Multi-Slide Guide to Carbon-Negative Ethanol

The Digest’s 2026 Multi-Slide Guide to Carbon-Negative Ethanol

August 4, 2026 |

By integrating on-site CCS, climate-smart agriculture, and renewable power, ethanol producers can engineer deep-negative carbon intensities (CI) of -20 to -50. However, the federal 45Z credit floors crop-based feedstocks at zero, meaning this deep-negative achievement earns no extra federal premium. The financial value of negative CI relies entirely on state LCFS programs. Because California is […]

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The Digest’s 2026 Multi-Slide Guide to 45Q Monetization in the Bioeconomy

The Digest’s 2026 Multi-Slide Guide to 45Q Monetization in the Bioeconomy

August 3, 2026 |

Biogenic CO2 capture allows bioeconomy operators to monetize the $85-per-ton 45Q tax credit. However, 45Q and 45Z are mutually exclusive per facility-year and cannot be additively stacked on the same carbon ton. Each captured ton legally requires a single “home,” preventing double claims across tax, fuel CI, or voluntary CDR markets. Because recapture liability follows […]

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The Certainty Stack: Building Regional Confidence for Economic Harvest

The Certainty Stack: Building Regional Confidence for Economic Harvest

August 3, 2026 |

The thermometer on the machine shed reads 37 degrees. Yesterday it touched seventy. Overnight, a cold front swept down from the Dakotas, leaving a skim of ice in the puddles and a hard northwest wind cutting across Tom Jensen’s fields outside York, Nebraska. The planter sits ready. The seed corn has already been delivered. Diesel […]

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The Digest’s 2026 Multi-Slide Guide to Marine Fuel Arbitrage

The Digest’s 2026 Multi-Slide Guide to Marine Fuel Arbitrage

July 30, 2026 |

Divergent boundaries across EU ETS, FuelEU Maritime, and IMO regimes create lucrative but temporary fuel-choice and routing arbitrage opportunities. Because these regulatory seams have a half-life, operators cannot assume the spread is permanent. To survive regime tightening, sophisticated operators must build multi-regime accounting systems and underwrite their base case for a closed-loophole state. Capturing today’s […]

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