Joining Forces: This unlikely duo is being tasked with deciding U.S. biofuel policy

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.

Related Stories
Read the U.S. Department of Agriculture’s official press release published on Monday, December 8, 2025.
$11 billion will go to row-crop farmers immediately, with $1 billion set aside for specialty crops.
Georgia has regained its HPAI-free status after a swift response to October’s detection. Commissioner Tyler Harper urges producers to stay vigilant and maintain biosecurity.
While this month’s WASDE report will not include updated figures on U.S. crop size, officials say it will offer a clearer picture of crop conditions in the Southern Hemisphere.
Southern producers head into 2026 with thin margins, tighter credit, and rising agronomic risks despite scattered yield improvements.
Record yields and exceptionally low BCFM strengthen U.S. corn’s competitive position in global markets.

LATEST STORIES BY THIS AUTHOR:

Dr. Jeffrey Gold, President of the University of Nebraska, joined Rural Health Matters to outline a few key reminders for parents about keeping kids healthy during the holiday season.
Farm Journal Foundation Senior Policy Adviser Dr. Stephanie Mercier outlines new research on the top sixteen biosecurity threats in agriculture/
Rancher David Kroa of One Man Ranch joins us to share the story of his remarkable Shorthorn cow, Trish, who is beating the odds.
American Soybean Association President Caleb Ragland shares the soybean sector outlook following the announcement of farm aid to offset losses for U.S. row crop growers.
Tariff relief and new trade agreements may temper food costs by reducing import costs.