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.
Tariffs are pushing up input costs, with fertilizer prices rising $100 per ton and machinery costs climbing due to steel and parts duties.
September 15, 2025 12:21 PM
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Year-round sales of E-15 are another major topic on Capitol Hill, which, according to Rep. Adrian Smith (R-NE), is one issue up for debate this session with significant bipartisan support.
September 15, 2025 12:09 PM
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September 15, 2025 12:09 PM
Lawmakers have until September 30 to shore up federal spending for next year, or risk a government shutdown. The Farm Bill is also set to expire the same day.
September 15, 2025 11:57 AM
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American Soybean Association President Caleb Ragland joins us to share his reaction to September’s WASDE and discuss the trade uncertainty between China and his industry.
September 12, 2025 02:13 PM
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Harvested acres are estimated at 90.0 million, making this year’s corn crop one of the largest since the 1930s.
September 12, 2025 12:38 PM
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