Yep. Chinese are going natural gas as methanol for surface fuel. So food based and even ethanol in general are on a controlled policy path to oblivion. The Chinese will never be able to shift into an internal consumer driven economy if food and energy are made artificially expensive by political ethanol corruption.
Nor is solar base load derangement being allowed to go on with the bankruptcy of their biggest player. They will feed the solar drugs to America and Europe. Although Europe can longer afford their greenie fix.
It is unfortunate that the natural gas infrastructure companies already reflect a good portion of the policy change in the share prices.