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.
Farm programs remain small but politically easier to expand.
April 20, 2026 07:00 AM
·
Export funding aims to strengthen global demand for U.S. commodities.
April 19, 2026 07:00 PM
·
Transporting pollinator colonies—primarily honey bee hives—is a major logistical operation in U.S. agriculture. Costs can vary widely depending on distance, fuel prices, labor, and timing.
April 17, 2026 04:50 PM
·
Jake Charleston from Specialty Risk Insurance Agency recapped an Oklahoma auctioneer contest and recent industry events, showing how stakeholder feedback helps insurers gauge market conditions and risk management needs.
April 17, 2026 04:20 PM
·
Pat Hord with the National Pork Producers Council joined us to recap producer meetings in Washington and discuss key policy priorities including Prop 12 and agricultural labor.
April 17, 2026 03:56 PM
·
Cattle-on-Feed is down on the year in the USDA’s April report, with lower placements and marketings signaling tighter feedlot activity.
April 17, 2026 03:32 PM
·