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.
Shells from restaurants are collected, cleaned, and returned to the water, where they can support new growth.
April 21, 2026 04:10 PM
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U.S. Secretary of Agriculture Brooke Rollins joined us to discuss fertilizer markets, domestic supply efforts, trade priorities, and ongoing policy work aimed at stabilizing costs for U.S. farmers.
April 21, 2026 03:39 PM
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Louisiana State University Professor Shelly Pate Kerns says a late freeze forced widespread replanting of some crops across the state.
April 21, 2026 03:37 PM
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Strong demand for U.S. beef in Mexico is boosting exports, with buyers seeking both variety meats and high-quality cuts like Prime and Choice ribeye.
April 21, 2026 12:49 PM
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Lewis Williamson with HTS Commodities joined us to discuss the latest crop progress report and how market uncertainty and input costs are shaping planting decisions this spring.
April 21, 2026 12:00 PM
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As AI-driven data centers expand in rural South Texas, local officials and economists debate water use, farmland impacts, and the balance between technology growth and agriculture preservation.
April 21, 2026 10:10 AM
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