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.
Fertilizer still consumes an unusually large share of crop value.
February 20, 2026 09:00 AM
·
Pollination costs remain volatile, raising planning risk for specialty crop producers.
February 20, 2026 07:00 AM
·
Kerry Hartwig from Sukup Manufacturing previews the grain management solutions they plan to share with producers at the upcoming Commodity Classic in San Antonio.
February 19, 2026 02:36 PM
·
FBN co-founder Charles Baron previews the upcoming Farmer2Farmer event and how technology and AI are shaping the industry, offering growers practical insights and farmer-led strategies for modern agriculture.
February 19, 2026 02:08 PM
·
The USDA Agricultural Outlook Forum highlights modest price support from tighter supplies across cotton, grains, dairy, livestock, and sugar into 2026.
February 19, 2026 01:48 PM
·
Farm Bureau Economist Faith Parum discusses the latest Farm Bill proposal and the path ahead for Congress and U.S. agriculture.
February 19, 2026 01:28 PM
·
