The markets are closely watching the ceasefire that is now in effect between Israel and Iran and how it will impact oil prices.
President Trump announced the deal Monday, and tensions have cooled after pressure from the United States. Oil prices fell shortly after, hitting a two-week low. Petroleum analysts tell Reuters the ceasefire effectively wiped out all risk that was built up over the last two weeks.
Analysts are also closely watching to see if Iran retaliates by closing the Strait of Hormuz, which is one of the world’s major transportation routes.
Related Stories
American Coalition for Ethanol’s Ron Lamberty shares the significance of California’s approval, opening up the country’s largest gasoline market to a cleaner-burning, often lower-cost fuel option.
Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
Gov. Gavin Newsom has until October 12 to sign a bill passed by the California state legislature allowing E15 sales.
As input costs continue to rise, diesel prices have held steady in recent weeks, according to energy analysts at GasBuddy.
Ethanol producers face a widening opportunity window as aviation and marine fuel markets expand, with the potential to add billions in demand if policy and certification align.
Grain shippers face lower freight values thanks to weak soybean exports and strong rail service, but barge traffic and forward Gulf loadings suggest continued uncertainty as harvest ramps up.
The EPA proposal laid out two options: fully reallocate all exempted volumes to the 2026–2027 standards, or reallocate half.
Allowing year-round sales of E15 nationally could deliver billions in economic gains, according to a new study from the Renewable Fuels Association and National Corn Growers Association.