Biofuels producer LanzaJet voiced concerns that potential Trump administration tariffs on Brazilian ethanol could significantly increase the cost of domestically produced sustainable avian fuel (SAF). CEO Jimmy Samartzis told Bloomberg there is currently “no alternative for a U.S.-produced ethanol that qualifies,” making the tariff especially burdensome.
The company is also grappling with regulatory uncertainty as it awaits final guidance on the Clean Fuel Production Credit (45Z).
Renewable diesel producers share similar concerns, particularly over whether imported used cooking oil (UCO) will be eligible under 45Z. The Biden-era policy excluded imported UCO, and industry players warn that any new tariffs on UCO could shift reliance toward soybean oil, potentially tightening domestic supply and inflating costs.
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