AFPM质疑美生物燃料及关税政策

Core Viewpoint - The American Fuel and Petrochemical Manufacturers (AFPM) publicly criticized the EPA's proposal to increase the mandatory blending volume of biofuels for refiners, marking a significant divergence between the oil industry and the Trump administration since his return to the White House [1][2] Group 1: Industry Concerns - The AFPM highlighted that the EPA's biofuel proposal could lead to compliance costs reaching $70 billion for federal regulations [1] - Independent refiners like PBF Energy and CVR Energy expressed concerns that the biofuel policies impose heavy cost burdens, threatening their operational viability [1] - The letter addressed to Republican leaders pointed out that the current energy policy could negatively impact U.S. refiners, consumers, and Trump's "energy dominance strategy" [1] Group 2: Economic Impact - The U.S. refining industry has been in decline for the past decade due to factors such as improved vehicle fuel efficiency, the rise of electric vehicles, and the economic aftermath of the COVID-19 pandemic, leading to several plant closures [2] - The refining capacity in the U.S. has stagnated at just over 18 million barrels per day, according to the EIA [2] - The impending shutdown of two major refineries in California will reduce the state's refining capacity by nearly 300,000 barrels per day [2] Group 3: Policy Criticism - The AFPM criticized the EPA's handling of small refinery exemptions from biofuel blending obligations and the decision to allow summer sales of high-ethanol gasoline [1][2] - Concerns were raised regarding tariffs on imported renewable feedstocks, which could further complicate compliance for refiners [1]