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.
Fertilizer still consumes an unusually large share of crop value.
February 20, 2026 09:00 AM
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Pollination costs remain volatile, raising planning risk for specialty crop producers.
February 20, 2026 07:00 AM
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Kerry Hartwig from Sukup Manufacturing previews the grain management solutions they plan to share with producers at the upcoming Commodity Classic in San Antonio.
February 19, 2026 02:36 PM
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FBN co-founder Charles Baron previews the upcoming Farmer2Farmer event and how technology and AI are shaping the industry, offering growers practical insights and farmer-led strategies for modern agriculture.
February 19, 2026 02:08 PM
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The USDA Agricultural Outlook Forum highlights modest price support from tighter supplies across cotton, grains, dairy, livestock, and sugar into 2026.
February 19, 2026 01:48 PM
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Farm Bureau Economist Faith Parum discusses the latest Farm Bill proposal and the path ahead for Congress and U.S. agriculture.
February 19, 2026 01:28 PM
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