As soybean growers look for new buyers in the coming weeks and months, biodiesel has proven to be a reliable market. With new renewable volume obligations announced this year, the Iowa Soybean Association says they’ll be vital to a farmer’s bottom line.
On the ethanol side, output has been down lately. Numbers released earlier this month by the U.S. Energy Information Administration (EIA) show refineries produced at their lowest amount since May.
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Higher tariffs may shield some U.S. crops but risk retaliation, lost markets, and higher costs for growers. The WTO disputes highlight the fragile balance between trade policy, farm exports, and input supply chains.
RFD-TV Markets Expert Tony St. James breaks down the state of agribusiness and harvest progress across each region of the United States for the week of Monday, September 22, 2025.
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.
Cheaper freight is helping exports move, especially corn, but weaker soybean demand looms large.
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.
