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.
Analysts warn the closed U.S.-Mexico border is straining cattle supplies and packing capacity. StoneX and USDA data point to long-term industry shifts.
February 25, 2026 12:37 PM
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Michael Kelsey of the Oklahoma Cattlemen’s Association joined us with the latest on the Oklahoma wildfires, recovery efforts for ranchers, and the role agriculture leaders are playing in supporting rural communities.
February 25, 2026 12:13 PM
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USDA’s 2026 Food Price Outlook projects food prices rising 3.1%, with higher beef costs and falling egg prices shaping consumer trends.
February 25, 2026 11:46 AM
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House Agriculture Chairman Glenn “GT” Thompson says the 2026 Farm Bill is bipartisan, with 82% of the bills incorporated into it receiving bipartisan support.
February 25, 2026 11:24 AM
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According to the Louisiana Department of Agriculture and Forestry, fire crews remain on alert statewide as Red Flag conditions persist. Officials warn that even contained fires can reignite quickly under current weather conditions.
February 24, 2026 05:46 PM
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Glyphosate and phosphorus are deemed critical to U.S. national defense, ensuring farmers’ access while signaling a shift toward regenerative agriculture. RealAg Radio host Shaun Haney shares insight on the Trump Administration’s move and what it could mean for U.S. farmers moving forward.
February 24, 2026 01:30 PM
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