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.
March 02, 2026 10:45 AM
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Restored base acres strengthen cotton risk protection.
March 01, 2026 05:00 AM
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Britt Hilton with the Oklahoma Farm Bureau joined us to discuss current conditions, producer impacts, and the road to recovery following the Ranger Road Fire.
February 27, 2026 02:18 PM
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The closure of Lubbock Feeders highlights mounting pressure on the U.S. cattle supply, according to the Texas Cattle Feeders Association, as border restrictions and costs strain feedyards.
February 27, 2026 11:59 AM
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From projected drops in input costs to biofuel expansion and the USDA’s new “One Farmer, One File” initiative, Ag Secretary Brooke Rollins shared key policy priorities at Commodity Classic that put farm issues back in the spotlight.
February 27, 2026 11:32 AM
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NCBA Chief Counsel Mary-Thomas Hart discussed the legal process behind delisting the prairie chicken, the challenges ranchers faced under the bird’s previous protections, and the benefits of cooperative habitat management for both livestock and wildlife.
February 27, 2026 10:55 AM
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