Food as Fuel on Margin Call
Manage episode 321488030 series 3321521
توسط Alex Chandy and George Paraskevopoulos, Alex Chandy, and George Paraskevopoulos توسط Player FM و جامعه ما پیدا شده است - کپی رایت توسط ناشر، و نه متعلق به Player FM، و صدا به طور مستقیم از سرور های آنها پخش می شود.برای پیگیری به روز رسانی در Player FM دکمه اشتراک را بزنید، و یا فید URL را به دیگر برنامه های پادکست بچسبانید.
Topics:
- Context of the electric grid problems in Texas last week is the distortive nature of renewables in the generation mix.
- We cover the role renewables have played in the fuel supply in the Ethanol and Biodiesel industries.
- How government subsidized renewables have created a rent seeking monster in big agriculture, who are now a permanent part of the fuel mix.
- How renewable fuel prices have distorted market structure and led to higher than normal fuel prices which is simply passed through to the consumer.
- How the mechanism to track renewable fuels (RINS) has been a Rube Goldberg-ian system of epic incompetence, fraud and ultimately imposed such high compliance costs on refiners that the oil industry has spent the better part of the last few years begging the EPA for waivers to avoid bankruptcy.
- Explanation of the “Rinsanity events”
References:
https://www.reuters.com/article/us-usa-ethanol/u-s-refiners-plagued-by-rinsanity-see-half-step-on-biofuels-idUSBRE97605420130807
- Context of the electric grid problems in Texas last week is the distortive nature of renewables in the generation mix.
- We cover the role renewables have played in the fuel supply in the Ethanol and Biodiesel industries.
- How government subsidized renewables have created a rent seeking monster in big agriculture, who are now a permanent part of the fuel mix.
- How renewable fuel prices have distorted market structure and led to higher than normal fuel prices which is simply passed through to the consumer.
- How the mechanism to track renewable fuels (RINS) has been a Rube Goldberg-ian system of epic incompetence, fraud and ultimately imposed such high compliance costs on refiners that the oil industry has spent the better part of the last few years begging the EPA for waivers to avoid bankruptcy.
- Explanation of the “Rinsanity events”
References:
https://www.reuters.com/article/us-usa-ethanol/u-s-refiners-plagued-by-rinsanity-see-half-step-on-biofuels-idUSBRE97605420130807
19 قسمت
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