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Is This the End of U.S. Biofuels? || Peter Zeihan

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  • The long-standing U.S. ethanol mandate, which doubled corn demand and tied half the crop to biofuels, is facing increasing scrutiny regarding its continued justification.
  • The “U.S. ethanol mandate” from the early 2000s fundamentally reshaped American agriculture, leading to a doubling of corn demand with approximately half the U.S. corn crop now dedicated to biofuel production.
  • The economic and environmental rationale for continuing to divert significant portions of U.S. corn into fuel production is increasingly being questioned, signaling potential shifts in agricultural policy or market demand.