The Big, Beautiful Bill represents a substantial investment in agriculture and rural America. In this week’s “Champions of Rural America,” we review what it holds for American energy independence. Congressman Nick Begich (R) of Alaska joined us on “Market Day Report” for a discussion.
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Strong plant output and rising exports contrast with softer domestic blending demand, suggesting margins are poised for volatility.
One trader said the products entering the U.S. are primarily grind and trim, noting that the volume and type of beef, on its own, should not cause a major disruption. However, he says fund traders are reacting heavily to headlines rather than market realities.
Row crop losses in 2025 are outpacing last year. With no disaster aid yet approved, many operations face a tough financial bridge to 2026 even as Farm Bill improvements remain a year away.
Experts say farmers and ethanol producers would benefit from a risk-based ILUC system that protects forests without relying on speculative modeling.
Ethanol exports are expanding on strong demand from Canada and Europe, while DDGS shipments remain broad-based and supportive for feed markets.
Ethanol markets remain mixed — weaker production and blend rates are being partially balanced by stronger exports as winter demand patterns take shape.