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 American Coalition for Ethanol reacts as the Farm Bill heads to a full House vote — while ethanol expansion, including year-round E15, is left out — as well as the USDA’s pursuit of global markets for ethanol.
March 06, 2026 01:45 PM
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Big oils-and-fats volumes can support crush demand, but fuel markets can quickly tighten supplies.
March 06, 2026 12:57 PM
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Mexican livestock officials are emphasizing surveillance and inspection systems to preserve access to the U.S. cattle export market. Texas’ Bovina Feeders explains the rising stakes as the border stays closed.
March 06, 2026 11:32 AM
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University of Arkansas’ Allen Szalanski discusses a news study on rice stink bugs, what it could mean for farmers, and pest management strategies for the future.
March 05, 2026 03:07 PM
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Nutrition policy shifts may influence retail demand across agriculture.
March 05, 2026 02:59 PM
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Weak crop margins and tariff uncertainty are delaying machinery purchases and signaling slower capital investment across U.S. agriculture.
March 05, 2026 02:04 PM
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