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.
The federal government’s status is far from the only factor moving the markets on Friday. Two critical reports released today on producer inflation and the status of the U.S. cattle herd are also top of mind.
January 30, 2026 12:51 PM
·
The changing political climate in America is leading to a drop in migrant crossings near the U.S.-Mexico border, where ranchers like Dr. Mike Vickers say they witnessed horrors from death to child trafficking.
January 30, 2026 11:47 AM
·
Record milk output looks strong today, but shrinking replacement numbers mean future supply adjustments could be faster and more volatile.
January 30, 2026 11:44 AM
·
A rapidly intensifying winter storm is expected to develop into a bomb cyclone this weekend, affecting the Southeast, southern Virginia, and potentially parts of the mid‑Atlantic and New England.
January 30, 2026 10:52 AM
Brent Graves of StockShowAuctions.com takes us to Grayson County to see the damage from a historic winter ice storm and what it will take to rebuild.
January 30, 2026 09:32 AM
·
Strong blending demand continues to support ethanol use even as production and exports fluctuate.
January 30, 2026 07:00 AM
·
