Renewable natural gas (RNG) developers have a supply problem, and ethanol producers have a demand they aren't allowed to use to solve it. Dispensing capacity hasn't kept pace with RNG production, and the market is increasingly oversupplied. Ethanol plants, meanwhile, are significant consumers of natural gas for process heat. On paper, that looks like an obvious match. In practice, the accounting rules governing how RNG's environmental value can be claimed stand in the way, and nobody in the industry has managed to close the gap.
The RNG Gap Ethanol Can’t Afford to Ignore
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