RFS 20 Years In: Corn Oil. Biofuel Big Winner.
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
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…