A leading expert on energy and geopolitics says an energy transition now underway presents challenges and opportunities for biofuels.

During a National Ethanol Conference virtual panel Wednesday, Dr. Daniel Yergin referred to earlier energy transitions that traditionally were driven by technology, economics, and some government policy.

“This transition is being driven by government policy, and we might also say by investor policy. The policies of the institutional investors.”

Among them, he says major pension funds, mutual fund companies, and exchange traded funds are now looking at environment, social, and governance criteria in addition to profitability.

…