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.
Record ethanol production and improving blending demand continue to support corn usage despite rising short-term inventories.
January 15, 2026 11:47 AM
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Expanded school access to whole milk provides modest but reliable demand support for U.S. dairy producers.
January 15, 2026 10:14 AM
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Alissa White with American Farmland Trust joined us to provide insight into climate resilience efforts and strategies to help farmers manage weather-related risks.
January 14, 2026 02:20 PM
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University of Nebraska President Dr. Jeffrey Gold joined us to share practical health and safety guidance for managing respiratory and skin health during the winter season.
January 14, 2026 02:04 PM
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Roger McEowen with the Washburn University School of Law joined us to provide legal analysis on key cases shaping the agricultural landscape heading into the year ahead.
January 14, 2026 01:49 PM
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NASDA declared 2026 the International Year of the Woman Farmer. President Amanda Beal joins us to share NASDA’s new hub, which highlights the impact of women in agriculture worldwide.
January 14, 2026 01:34 PM
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