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.
As ag lawmakers in the Senate await the House vote on the Farm Bill, they are eager to discuss the challenges farmers face before it is their turn to take up the critical legislation.
March 26, 2026 04:29 PM
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Productivity gains are supporting supply despite limited herd expansion.
March 26, 2026 03:23 PM
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Elena Chavez with Halter provided insight into the company’s virtual fencing technology, its adoption in the U.S., and the impact of recent funding on ranching operations.
March 26, 2026 03:21 PM
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The Biden Administration launched the Increasing Land, Capital, and Market Access (ILCMA) program in 2023 to help underserved farmers facing barriers to land ownership.
March 26, 2026 02:20 PM
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Justin Tupper with the U.S. Cattlemen’s Association joins us to discuss the USDA’s voluntary labeling updates, industry priorities, and the outlook for U.S. cattle producers.
March 26, 2026 12:26 PM
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Higher machinery costs are raising per-acre production expenses.
March 26, 2026 10:34 AM
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