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.
December 17, 2025 10:45 AM
A new maritime biofuels coalition aims to position ocean shipping as a significant growth market for U.S. crops and waste-derived fuels.
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Larger operations maintain cost advantages, while softer equipment sales suggest producers are pacing machinery upgrades amid tighter margins.
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Mexico plans to release 202,000 acre-feet of water into the Rio Grande, offering temporary relief to South Texas farmers as Congress advances the PERMIT Act.
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The bill to once again allow schools to offer whole milk and 2% milk will now go to President Trump for approval.
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Plans are underway for the 27th annual Great Eastern Iowa Tractorcade, a June event celebrating farm heritage, tractor history, and rural traditions. Event manager Matt Kenney joins us to highlight the importance of commemorating farm heritage.
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