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.
Dry conditions remain a concern as Texas farmers prepare for another planting season.
March 31, 2026 11:50 AM
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The USDA’s upcoming reports will drop on Tuesday afternoon, giving the trade real results on acreage shifts, drought concerns, and ongoing trade tensions, adding uncertainty for U.S. farmers.
March 30, 2026 01:59 PM
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Firefighters are making good progress on two major wildfires burning across parts of Nebraska.
March 30, 2026 01:16 PM
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At the White House’s “Celebration of Agriculture,” the Trump Administration announced a slate of policies to support farmers and ranchers, including biofuel mandates, SBA loan programs, and new labeling policies to boost domestic markets for ag products.
March 30, 2026 01:01 PM
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South Texas farmers face worsening drought as Mexico falls short on water payments, leaving producers struggling for irrigation under the 1944 treaty.
March 30, 2026 11:42 AM
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Exports depend more on demand than currency shifts.
March 30, 2026 10:59 AM
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