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.
Lewis Williamson with HTS Commodities joins us to break down the latest USDA crop progress report, share insights from growers, and discuss how global factors are shaping planting decisions this season.
April 28, 2026 04:25 PM
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Growers are making progress with planting despite dry conditions.
April 28, 2026 03:53 PM
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House lawmakers push toward a Farm Bill vote as debate grows over E15, Prop 12, and input costs, with farmers seeking certainty and policy updates.
April 28, 2026 02:42 PM
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RFD News correspondent Frank McCaffrey spoke with the Texas Shrimp Association at the Port of Brownsville about the future of the USDA’s new Office of Seafood.
April 28, 2026 12:03 PM
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Rotational grazing can improve pasture use and soil health while helping control feed and drought-related risk.
April 28, 2026 07:00 AM
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March cold storage data showed generally tighter year-over-year stock levels across several key meat and dairy categories.
April 28, 2026 06:00 AM
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