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.
Dairy farmers are expected to face strong output and export gains, but lower prices and tighter margins will persist into next year.
September 22, 2025 10:52 AM
·
With the latest detection just across the border, animal health officials on both sides are intensifying efforts to contain the outbreak before it spreads further north.
September 22, 2025 09:51 AM
·
September 19, 2025 05:38 PM
The USDA NASS report also confirms lower August placements.
September 19, 2025 03:36 PM
·
While symbolic, the WTO’s youth hackathon reflects growing calls for creative approaches to food trade and security, with potential implications for reducing losses, expanding biofuel markets, and stabilizing grain flows.
September 19, 2025 03:08 PM
·
Lawmakers and ag industry groups welcomed the confirmations, citing the direct impact of these leaders on western ranchers, water and land management, conservation programs, and regulatory reform.
September 19, 2025 01:21 PM
·
