The EPA released the proposed required volume obligations for 2023 through 2025 yesterday. Below is a summary of the proposed volumes by category.
The top takeaways:
In a separate proposed rule issued with the RVOs, EPA finalized an approved pathway for canola oil to be used in renewable diesel – that’s positive for canola.
Ethanol volumes are bumped up in 2024 and 2025 – that’s positive for corn.
And the biggest news, under the proposed rule, EV’s would be able to generate RINs, qualifying as advanced biofuel and nested within the cellulosic biofuel category – that’s very positive for EVs and renewable electricity, but threatening to biodiesel, as well as liquid fuels overall.&nbs...
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...
Total Red Meat & Poultry September 2026 total red meat and poultry stocks totaled 1.97 billion pounds, down 1.4 percent from August despite typically increasing 0.8 percent during the month, and were 1.5 percent below September 2025 levels. The decline pushed total inventories to a new five...