The soy complex ended trading yesterday holding strong, supported by talks of biofuel policy on the horizon.
The Trump Administration has asked the oil industry and biofuel groups to come together and work it out themselves. Once they come up with an agreement, it would be presented to the EPA, allowing the Agency to make it the rule.
StoneX’s Arlan Suderman tells us this could be good news for farmers.
“It’s that lack of a policy that has severely hurt our crush margins, our crush demand here of late. We’ve seen liquid biomass diesel production drop by over 50% from December levels in January and February because we don’t have a tax credit policy right now.”
Suderman says this all could happen relatively fast. He is expecting oil and biofuel groups to wrap talks by the end of the month. From there, he expects the EPA to take one to two months to get a final policy returned.
As input costs continue to rise, diesel prices have held steady in recent weeks, according to energy analysts at GasBuddy.
September 25, 2025 12:02 PM
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The USDA is moving to close the farm trade gap through promotion, missions, and stronger export financing.
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Midwest corn and soy producers are monitoring for disease and lower yields due to the ongoing drought over the last 30 days.
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Fewer placements and historically low marketings point to tighter cattle supplies ahead, with Nebraska and Kansas gaining ground as Texas feedlots face supply pressure and the threat of New World Screwworm.
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Industry-wide participation in SHIP enhances biosecurity and fosters global trust in U.S. pork, says swine health expert, Dr. Christine Mainquist-Whigham.
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A new study by the National Grains and Feeds Association found that their industry generates $401.7 billion in economic output and supports over 1.16 million jobs nationwide.
September 24, 2025 02:41 PM
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