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 output, larger stocks, and softer exports point to a well-supplied domestic ethanol market as harvest progresses.
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Host of
RealAg Radio Shaun Haney discusses how the proposed reductions to agriculture programs in Canada’s new budget could affect research and support programs that farmers need.
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Highly Pathogenic Avian Flu (HPAI) cases are rising. In the last week, seven commercial turkey, duck, and egg layer flocks were culled across five Midwest states and California.
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A SCOTUS ruling on Trump’s tariffs could have long-term implications on the authority of future administrations to control U.S. trade policy, according to RFD-TV legal expert Roger McEowen.
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The Sheinbaum–Rollins meeting signals progress, but the focus remains on fully containing screwworm before cross-border movement resumes.
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