Fuel
Lewis Williamson with HTS Commodities discusses how tensions in the Middle East are impacting producer’s spring planting decisions.
Stronger fuel demand supports corn usage despite a steady production pace.
Biofuel and corn producers await proposal as Renewable Fuels Association pushes for expanded ethanol access.
Fuel costs ease over the long term, but fertilizer energy remains volatile.
Adequate transportation capacity exists, but fuel costs and soft river demand could widen basis risk.
Lower oil prices may trim input costs but pressure biofuel demand.
Cold-driven spikes in gas prices can quickly raise fertilizer and energy costs.
Ethanol output is improving, but weak domestic demand and export headwinds temper optimism about corn demand. Renewable Fuels Association President & CEO Geoff Cooper discusses the latest developments on Federal approval of year-round E15.
Gretchen Kuck of the National Corn Growers Association joined us to discuss the Ag Coalition for USMCA’s report findings and expectations ahead of the upcoming USMCA review.
A transition from traditional, technology-specific subsidies toward a performance-based, technology-neutral framework
The USDA’s February WASDE report looms as the CME Ag Economy Barometer shows declining farmer confidence, and more ag industry groups calling for swift policy action.
U.S. Senator Roger Marshall of Kansas discusses expected changes to the 45Z tax credit and what they could mean for agriculture and rural America.
Clearer 45Z rules favor U.S. oilseeds, but final RFS volumes remain critical to locking in demand.
Strong rail demand and higher fuel costs raise transportation risk even as barge and export flows stabilize.
Strong White House backing supports ethanol demand, but timing now hinges on Congress resolving procedural — at the same time as they push toward a spending bill to avert another federal government shutdown.
Lewis Williamson of HTS Commodities joined us with an update on the historic winter storm impacts and his outlook on today’s ag markets.
Year-round E15 remains on the table, but procedural caution and competing regional interests pushed action into a slower, negotiated path.
Strong production and rising stocks may pressure ethanol margins unless demand or exports continue to improve.
Without additional support, many soybean operations will continue to face financial stress as they prepare for the 2026 crop.
Corn, Biofuels Groups Frustrated as Year-Round E15 Bill Stalls, Congress Forms Study Council Instead
Congressman Adrian Smith of Nebraska joined us with the latest on efforts to secure year-round E15 sales.
Moderate oil prices may ease fuel costs, but continued caution in the energy sector could limit rural economic growth.
Ethanol and corn groups are not hiding their disappointment over new reports that the bill to allow year-round E15 sales failed as Congress forges ahead on government funding, with another shutdown looming.