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.
Dr. Gary Schnitkey from the University of Illinois discusses farmers’ sentiment toward industry consolidation, especially in the fertilizer sector, where costs remain historically high.
The dairy industry is encouraged by potential H-2A reforms while supporting renewal of the USMCA.
University of Nebraska–Lincoln Extension is helping ranchers navigate grazing and herd management strategies.
Experts note that economic growth, fuel demand, and energy diversification are opening new opportunities for U.S. grain and ethanol exports in Southeast Asia.
The Potter Valley Project has provided irrigation water and hydroelectric power for over 100 years in Northern California, serving agriculture and municipal users.
The USDA’s new cotton initiative comes as policymakers continue to focus on stabilizing farm income across major row crops while balancing export exposure with domestic supply chain resilience.
