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.
Rising cow numbers and higher yields are boosting milk supplies, which may keep pressure on prices and farm margins into the fall.
September 25, 2025 01:01 PM
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As input costs continue to rise, diesel prices have held steady in recent weeks, according to energy analysts at GasBuddy.
September 25, 2025 12:02 PM
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The USDA is moving to close the farm trade gap through promotion, missions, and stronger export financing.
September 25, 2025 10:46 AM
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Midwest corn and soy producers are monitoring for disease and lower yields due to the ongoing drought over the last 30 days.
September 24, 2025 04:38 PM
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Fewer placements and historically low marketings point to tighter cattle supplies ahead, with Nebraska and Kansas gaining ground as Texas feedlots face supply pressure and the threat of New World Screwworm.
September 24, 2025 03:40 PM
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Industry-wide participation in SHIP enhances biosecurity and fosters global trust in U.S. pork, says swine health expert, Dr. Christine Mainquist-Whigham.
September 24, 2025 03:32 PM
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