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Welcome to Oilseed Impacts, where I share my viewpoints on the global oilseed landscape.  This is the 3rd of 8 editions exploring the 8 major oilseeds produced and crushed in the USA. This week we tackle Corn Oil.  Previous editions covered Cottonseed Oil and Peanut Oil. Sign up for Oilseed Impacts to get this Newsletter delivered to your inbox every…

Welcome to the Oilseed Impacts newsletter, where I share my viewpoints on the global oilseed landscape.   This is the 2nd of 8 editions exploring the 8 major oilseeds produced and crushed in the USA.  This week is all about Peanut Oil.  Miss last week’s edition on Cottonseed Oil?  Read it here. Sign up for Oilseed…

Welcome to the Oilseed Impacts newsletter, where I share my viewpoints on the global oilseed landscape.  This is the first of 8 editions exploring the 8 major oilseeds produced and crushed in the USA.  This week is all about Cottonseed Oil. Don’t forget to sign up here, or on LinkedIn.  Welcome to the first of 8 weekly…

Every day without a US-China trade deal adds to uncertainty for US Delta farmers. Harvest demand is everything for Delta soybeans. Lacking a major domestic crush industry, the market is dependent on NOLA exports. Storage this year will likely be used for corn, which is harvested first and is seeing decent carries Sep forward. With…

Welcome to the launch of the weekly Oilseed Impacts newsletter, where I share my viewpoints on the global oilseed landscape.  The first several editions will explore the 8 major oilseeds produced and crushed in the USA.  Don’t forget to sign up here, or on LinkedIn. RFS Impact On US Oilseeds, 20 Years In. Congress passed the Renewable…

Food demand for canola oil is down in 2025.   MAHA didn’t do it.  Jan 1 Marked A Big Transition Its common knowledge that biofuel demand for Canola Oil is off hard this year.  This coming from the expiration of the $1/gallon Blenders Tax Credit and a weak 2025 Biobased Diesel mandate thanks to the…

Is the US biofuel industry consuming record amounts of soybean oil right now? I doubt it. But Friday’s WASDE report from USDA says as much. You can see the math in the chart. Even though USDA reduced 24/25 biofuel demand from 12.9 to 12.25 bil lbs, it still looks too high to me. To hit that…

Crush expansion, meal and oil basis volatility, regulatory changes, headline risk.  Its been a crazy year for the bean oil market. But as the sun begins to set on the 2024/25 crop year there are 2 things that warrant discussion in the bean oil balance sheet: 1) WASDE estimates for biobased diesel for this year were…

Corn futures suck, Sep/Dec futures spreads are at big carries and August barge freight offers are expensive. All this combines to tell the US Delta Farmer to store, not sell corn this fall. Is that the right message? I think no. We have tight old crop stocks & a strong export sales book to hit. The market needs Delta…

EPA scored a big win for US Production Agriculture and the Biofuels industry last week. Yesterday I shared thoughts on 10 winners from the EPA RVO announcement. Today, let’s look at some losers.  #1 Soybean Oil Food Refineries   Soy crushers are arguably the biggest winners here overall.  That said, soy crushers whose oil offtake…