What You Need To Know Today:
Ethanol margins continue to run well above year-ago and normal seasonal values, but have slipped in recent weeks on weaker DDGS and ethanol pricing. WPI’s models project a steady decrease in returns to ethanol production following the end of the summer driving season. The decline in ethanol production margins, however, will be insufficient to pressure the grind rate. Biodiesel margins are jumping to new record highs as D4 RINs prices hover near two-year highs, and soyoil values retreat. The EPA’s latest RVOs suggest D4 RINs values and biodiesel demand will both remain strong through the end of the year.
Ethanol U.S. ethanol plant margins have moderated somewhat since their recent...
What You Need to Know Today: Crude oil prices extended their rally today, supported by several developments, including escalating Houthi attacks on Saudi Arabian oil infrastructure and growing concerns about supply disruptions. The Trump administration is reportedly preparing to remove 50 perc...
Key Takeaways: The agricultural trade surplus has become a sizable deficit: the balance swung from a $40.1 billion surplus in 2011 to a $40.7 billion deficit in 2025. Imports kept growing while exports lost momentum: between 2020 and 2025, agricultural imports increased 45 percent, compa...
USDA released its October Cattle on Feed report Friday, showing 11.4 million cattle in feedlots with capacity for 1,000 head or more, slightly below last year. September placements were the lowest for the month since records began in 1996, marking the third consecutive month of placements sett...
Regional News Dry weather across the UK and Europe is becoming increasingly concerning for the 2027 crops as planting intentions are lowered amid dry soil conditions. Delayed sowing or establishment under adverse conditions could leave crops more vulnerable to frost/freeze events and dise...
