Jun. 17 at 8:01 PM
Relevant stocks impacted by the Big Beautiful Bill on 4 July that can go on radar by huge firms with liquidity wanted to invest on the BIG BEAUTIFUL BILL’S WINNER
$BRK.B
$MKL $KKR $CLMT
AEMETIS (NASDAQ: AMTX) will get government support
The Senate improved on the House version for biofuels that will become law on 4 July under the Big Beautiful Bill
Key items:
- negative carbon intensity is specifically allowed for biofuels from animal manure (such as dairy and swine). This resolves the issue of how dairy RNG receives a huge amount of cash from 45Z.
- extends 45Z to year 2031
- fully transferable tax credits until 2031
- no indirect land use penalty for any biofuels (highly valuable for RD and SAF using soy feedstock, but worth millions each year for every ethanol plant
