An energy expert tells Reuters he expects the North American biofuels industry to contract if the uncertainty of tariffs continues to drag on.
Paul Niznik is the Director of Energy at Capstone LLC, he says that while he expects the industry to contract, it will not disappear entirely. He says that tariff unknowns have left little room for prices to catch up, but tariffs are not the industry’s only concerns.
A lack of 45Z tax credit guidance continues to impact the industry.
Brazil’s ethanol industry also faces some tough choices as tariffs loom.
To avoid reciprocal duties from teh U.S., Brazil would have to lower its 18% duty on American ethanol, and while ithis would allow Brazil to keep the U.S. as a key export market, opening itself up to U.S. ethanol would hurt its local industry.
Brazil shipped nearly 300 million liters of ethanol to the U.S. last year.
Smaller slaughter numbers across beef and pork signal tighter supplies into late 2025, while record-low veal production highlights ongoing structural changes in the sector.
September 26, 2025 04:35 PM
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Beal joined us on Friday’s Market Day Report to discuss her election to NASDA’s presidency, challenges facing American agriculture, and her background as a Mainer and dairy farmer.
September 26, 2025 03:12 PM
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Chad Rezniek with the Colorado AgrAbility Project joined us as part of National Farm Safety and Health Week to discuss the growing need for behavioral health support in rural communities.
September 26, 2025 02:24 PM
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Potash has seen the most significant decline, falling 11 percent over the same five-year period.
September 26, 2025 01:36 PM
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China’s buying decisions continue to be a critical factor in shaping cotton prices and export opportunities worldwide.
September 26, 2025 11:55 AM
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Lower inventories and cautious farrowing plans suggest tighter hog supplies into 2026, keeping producer margins sensitive to demand trends and health risks.
September 26, 2025 11:28 AM
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