In this episode of The Next Imperative, A&M Managing Directors John Walsh and Mark Clevenger, along with Senior Director Tushar Bansal, join host Geoff Angulo to break down the shifting landscape of the biofuels market across the US and Europe. The conversation explores how policies like RVO, 45Z, RED III, and small refinery exemptions are reshaping demand dynamics, margin pressures, and investment decisions.

Our experts unpack the cross‑Atlantic differences in regulation, cost structure, and compliance, and examine how volatility driven by policy changes is challenging operators to right‑size working capital and stay competitive. They also share practical strategies for producers and investors navigating tightening spreads, capital constraints, and decarbonization pressures. They highlight how leading companies are forecasting, restructuring, and positioning themselves for long‑term viability in a rapidly evolving market.