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.
Winter Weather And Markets Reshape Agriculture Nationwide This Week
February 02, 2026 12:04 PM
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House Agriculture Committee Chairman “GT” Thompson is pushing a “Farm Bill 2.0.”
February 02, 2026 10:56 AM
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Shrinking sheep numbers contrast with gradual goat expansion, signaling tighter lamb supplies but steadier growth potential for meat goats.
February 02, 2026 10:29 AM
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Smaller cow numbers and a declining calf crop point to prolonged tight cattle supplies, limiting near-term herd rebuilding potential.
January 30, 2026 03:42 PM
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University of Nebraska President Dr. Jeffrey Gold joined us with important insights on drug safety and rural health during the winter months.
January 30, 2026 03:28 PM
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Quinn Rutt of Upstream Ranch previews the Nebraska cattle operation’s 49th Annual Production Sale where buyers can expect standout sire groups and a blend of long-standing ranch practices with modern genetic selection.
January 30, 2026 03:23 PM
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