Commodities Report: Corn futures (ZC) | 2026-03-11 15:00 UTC [QZKP] | Mixed | rangebound

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1. https://www.morningagclips.com/ncga-calls-for-increased-demand-for-ethanol-during-congressional-testimony/ - * The National Corn Growers Association President Jed Bower called for increased demand for ethanol during a Senate Agriculture Committee hearing on 10 March. * Bower emphasised the need for year-round access to E15 fuel, citing economic and energy security benefits. * The association advocates for the proper implementation of the 45Z tax credit to expand ethanol into aviation and marine fuel sectors. * Bower highlighted emerging opportunities for ethanol in biobased products and alternative fuels, including plastics and chemicals. * The hearing occurred amid four years of financial losses for corn growers and rising input costs.
2. https://www.americanagnetwork.com/2026/03/11/perdue-gives-congressional-testimony-on-domestic-ag-consumption/ - * North Dakota Farmers Union President Matt Perdue testified before the U.S. Senate on increasing domestic agricultural consumption. * He discussed investment in value-added processing, renewable fuels, local supply chains, and competition. * Emphasised biofuels' role in farm income and energy security, including ethanol and bio-based diesel. * Called for programmes supporting local procurement and livestock processing. * Highlighted need for fair markets and enforcement of anti-trust laws to support farmers.
3. https://fd.nl/bedrijfsleven/1588811/kabinet-steunt-europas-grootste-bioraffinaderij-met-50-mln-om-verder-te-kunnen-vergroenen - * The Dutch government is willing to provide up to €50 million to support Alco Energy's efforts to make its Rotterdam-based bioraffinaderij more sustainable. * The refinery produces ethanol from maize, biogenic CO₂, and animal feed. * The company aims to reduce CO₂ emissions by 65% to 75% by 2030 compared to 2021, equivalent to emissions from 75,000 households. * The investment required is estimated at €150–200 million, targeting electrification and efficiency improvements. * The project faces challenges with electricity grid capacity, with ongoing discussions with Tennet to expand connection capabilities.
4. https://www.newsdakota.com/2026/03/11/as-fuel-prices-soar-the-time-is-now-for-immediate-action-on-e15/ - * The Renewable Fuels Association urged the US government for immediate action to expand use of ethanol in gasoline. * The request aims to address higher crude oil and gasoline prices in the US. * The association proposes deregulatory measures and emergency fuel waivers for E15 and E10. * The focus is on increasing ethanol volumes to reduce fuel prices and mitigate global supply shocks. * The comments were made in a letter to the White House and the Environmental Protection Agency.
5. https://www.americanagnetwork.com/2026/03/10/middle-east-attack-affects-u-s-producer/ - * The attack on Iran by the US and Israel has led to increased oil and fertilizer prices, disrupting supply chains. * The Strait of Hormuz remains closed, restricting critical shipping of energy and fertiliser commodities. * Futures prices for US and Brent crude oil surpassed $100 per barrel, with diesel and urea prices rising significantly. * Rising costs threaten US agricultural profitability, especially during pre-spring planting period. * Wheat and soybean prices have also increased, adding to farmers' challenges.
6. https://jornaldebrasilia.com.br/noticias/mundo/eua-fertilizantes-com-alta-nos-precos-agricultores-pedem-intervencao-do-governo/ - * The high fertiliser prices in the US, worsened by maritime traffic disruptions at the Strait of Hormuz, threaten farm supplies. * Farmers are requesting government intervention, including US Navy escorts for maritime transport. * AFBF proposes suspension of tariffs and barriers on fertiliser imports. * Fertiliser prices increased: urea up 12%, potassium up 9%, ammonia up 15% in one year. * Farmers report difficulties in securing fertiliser for upcoming planting season. * The USDA and AFBF are discussing measures such as logistical support and financial aid programs.
7. https://www.brownfieldagnews.com/news/higher-costs-and-uncertainty-as-iran-conflict-drives-fertilizer-prices-up/ - * Fertilizer prices have increased more than 30 percent in New Orleans due to the Iran conflict. * The conflict impacts production and transport of fertilizers like urea, phosphate, anhydrous, and sulfur. * Farmers across the Midwest face higher costs, with some considering changing planting decisions. * Disruptions cause global supply uncertainties, affecting farm-level fertiliser management. * Stakeholders highlight the ongoing impact of conflict on fertiliser availability and costs.
8. https://spudsmart.com/optimizing-fertility-in-the-face-of-high-fertilizer-prices/ - ['* Farmers in North America face higher fertilizer prices due to geopolitical instability, energy costs, tariffs, and export barriers.', '* Disruptions in nitrogen, phosphorus, and potash supplies are driven by Russia-Ukraine conflict, export restrictions, and global trade challenges.', '* Recommendations include soil testing, assessing nutrient deficiencies, and adjusting fertiliser strategies to optimise crop returns.', '* Emphasis on improving nitrogen use efficiency through split applications, enhanced products, and accounting for soil nitrogen mineralisation.', '* Encouragement for farmers to conduct trial strips to evaluate fertiliser decisions and adapt practices accordingly.']
9. http://louisiana.statenews.net/news/278913504/roundup-us-probes-fertilizer-makers-as-iran-war-pushes-farmers-cost-higher - * The US Justice Department has initiated an antitrust investigation into major fertilizer companies, including Nutrien, Mosaic, CF Industries, Koch, and Yara International, over potential price-fixing. * Fertilizer prices, especially nitrogen and potash, have increased significantly (95% and 70% respectively) between 2021 and early 2026, influenced by market concentration and supply disruptions. * The conflict involving Iran has disrupted shipping routes such as the Strait of Hormuz, affecting global fertilizer trade and leading to rising prices. * Price hikes have impacted US farmers’ planting decisions, with some considering shifting from corn to soybeans to mitigate input costs. * Analysts estimate nitrogen price increases could reduce US corn plantings by 4,000-6,000 square km.
10. https://www.ontariofarmer.com/market/middle-east-conflict-sends-shock-waves-through-global-fertilizer-markets - * Escalating conflict in the Middle East disrupts fertilizer production, trade routes, and logistics. * Prices for nitrogen, phosphate, sulphur, and ammonia fertilisers surge amid supply shocks. * Major exporting countries, including those in the Arab Gulf, face logistical constraints affecting exports. * Prices have risen up to 35%, with supply tightness impacting farmers' margins. * Disruptions include delays through the Strait of Hormuz, production halts, and limited exports from China and Iran.
11. https://www.wwbl.com/2026/03/10/middle-east-tensions-stir-fertilizer-market-ahead-of-planting/ - * Global tensions involving Iran affect agriculture markets as U.S. farmers prepare for spring planting. * Fertilizer prices begin climbing due to disruption of shipping routes in the Middle East. * Disruptions in the Persian Gulf increase war-risk insurance premiums and reduce vessel transit. * American growers are affected by international trade and shipping logistics, despite domestic production. * Geopolitical conflict influences fertilizer availability and costs in the US.
12. https://www.xataka.com/ecologia-y-naturaleza/te-preguntas-que-te-tendria-que-importar-que-pase-iran-tenemos-respuesta-cesta-compra - * Geopolitical conflict near the Strait of Ormuz disrupts shipping of gasoil and urea, affecting fertiliser supply. * Prices of nitrogen fertilisers increase from $400 to over $600 per tonne within a week. * Similar supply shocks occurred in 2022 due to Russia and Belarus sanctions, impacting global markets. * Spain, the second-largest fertiliser market in the EU, relies heavily on imports and faces rising costs. * Longer-term disruptions could lead to increased global food inflation and higher agricultural costs.
13. https://www.producer.com/markets/war-in-iran-sends-farmers-fuel-fertilizer-costs-soaring/ - * The Iran conflict has disrupted regional oil and fertiliser supplies, raising input costs. * Prices of nitrogen fertiliser and natural gas increased due to the war and export restrictions. * Farmers' margins are under pressure, potentially reducing corn planting area in the US. * Crude oil prices rose from expected levels to over $81 per barrel amid tensions. * The USDA forecast anticipates a decrease in US corn acreage and an increase in soybeans.
14. https://en.interfax.com.ua/news/economic/1150619.html - * Prices for nitrogen fertilisers in Ukraine increased sharply in early March, with UAN up by approx. UAH 1,000/tonne and urea by nearly UAH 1,500/tonne, according to the Electronic Grain Exchange. * The seasonal price rise accelerated due to military actions in Iran affecting the Persian Gulf, prompting farmers to buy more fertiliser to avoid shortages. * A significant share of raw material and finished fertiliser supplies pass through the Strait of Hormuz, with ongoing hostilities potentially causing further price rises, impacting grain production costs. * Middle Eastern countries supply 44% of global urea and 27% of ammonia, with higher energy costs and freight rates influencing prices, according to Rabobank. * Ukrainian farmers' costs for the 2026 sowing campaign are projected to rise by 15%, reaching UAH 700 billion ($17 billion), driven by increases in fuel (10–15%) and fertiliser (20%) prices. * Weather conditions are delaying field work in some regions; in the south, sowing has started, with a potential 3–5% food price increase due to rising production costs.
15. https://www.morningagclips.com/what-does-iran-conflict-mean-beyond-higher-oil-prices/ - * Media coverage focuses on oil price increases due to the Iran conflict, with prices reaching $119.50/barrel on March 9, 2026. * The conflict affects fertilizer trade and prices, especially nitrogen-based urea, through disruptions in the Strait of Hormuz. * Closure of the Strait causes delays in natural gas, ammonia, and urea exports, impacting global fertilizer markets. * Urea prices have increased significantly in Egypt and the US, affecting spring planting for US farmers. * The broader impact includes potential reductions in crop yields and food security risks globally.
16. https://www.farmprogress.com/markets-and-quotes/morning-market-review - * Disruption of fertilizer supplies due to geopolitical tensions influences farmers' purchasing decisions. * Corn futures show a near-term market top after a sharp pullback from 10-month highs, with crude oil prices affecting speculative trading. * USDA's upcoming reports may show a slight increase in US corn stocks and a minor reduction in soybean stocks. * US and Brazil crop harvest progress is delayed, with weather forecasts indicating colder temperatures and limited moisture relief. * International grain exports are strong, with US and Brazil reporting significant shipping activity. * Easing Middle East conflict concerns lead to lower oil prices, which impacts grain markets. * Weather forecasts for Midwest region predict increased precipitation and dropping temperatures in upcoming weeks.
17. https://www.radioiowa.com/2026/03/10/grassley-renews-push-for-year-round-nationwide-sales-of-e-15/ - * Iowa Senator Chuck Grassley advocates for making E-15 ethanol fuel available nationwide year-round, seeking legislative change. * The Iowa Renewable Fuels Association states E-15, sold as Unleaded 88, contains 15% ethanol, more than E-10. * Grassley highlights the importance of ethanol and biodiesel from corn and soybeans for Iowa's economy. * The Office of Management and Budget is reviewing ethanol volume obligations, aiming for increased biodiesel mandates. * Legislative success on E-15 could increase farm income by $14 billion according to Corn Growers Association advisors.
18. https://www.biofuelsdigest.com/bdigest/fuel-retailers-seek-45z-support-from-senate-agriculture-committee-hearing/ - * Fuel retailers in Virginia advocate for support of the '45Z' Clean Fuel Production Tax Credit before the Senate Agriculture Committee. * The hearing examines the need to increase domestic production and consumption of U.S. agricultural products. * Fuel retailers argue that the transition from the Biodiesel Blenders’ Tax Credit has reduced demand for renewable fuels made from corn and soybeans. * The market for biodiesel has declined since the expiration of the original tax credit. * The groups NATSO, SIGMA, and NACS are involved in the advocacy.
19. https://www.lex18.com/news/covering-kentucky/kentucky-farmland-could-help-fuel-the-future-of-aviation-backers-of-house-bill-545-say - * Kentucky's farmland could support sustainable aviation fuel production if House Bill 545 is passed, offering tax incentives. * The bill aims to incentivise using Kentucky-grown crops like corn and soybeans as feedstocks. * Industry leaders highlight the economic benefits, including increased market opportunities for farmers. * Proponents emphasise Kentucky's history with biofuel incentives and logistics infrastructure. * The proposal may be incorporated into a larger revenue bill as the legislative session progresses.
20. https://www.wwbl.com/2026/03/10/ethanol-could-slash-gas-prices-industry-urges-trump-administration-to-fast-track-e-15-expansion/ - * The Renewable Fuels Association (RFA) requests the Trump administration to expand ethanol use through regulatory changes. * The RFA argues increased ethanol blending could lower gasoline prices and insulate against global supply shocks. * Ethanol was priced 84 cents per gallon lower than gasoline as of March 6, with blends of E-15 selling for about 27 cents less than E10. * The group urges the EPA to issue emergency waivers for E-15 during summer and relax misfueling mitigation requirements. * The RFA recommends presuming equipment compatibility with E-15 and expanding infrastructure use to lower costs and increase domestic supply.
21. https://www.eenews.net/articles/usda-watches-fertilizer-market-as-iran-war-spikes-prices/ - * USDA officials watch fertilizer markets amid shipping delays from Iran due to US-Israel war * Blockade of Strait of Hormuz halts shipments of urea, nitrogen, phosphate * US administration considers potential price gouging and may make an announcement * Middle Eastern countries, including Qatar and Saudi Arabia, supply key raw materials * Shipping disruptions threaten to impact US farmers amid high production costs and tariffs
22. https://www.klkntv.com/nebraska-farmers-faced-with-skyrocketing-fuel-and-fertilizer-costs-as-war-surges-overseas/ - * Nebraska farmers experience increases in fertilizer prices due to conflicts in Iran, with nitrogen fertiliser rising from $645 to $800 per ton and anhydrous ammonia from $845 to $995 per ton.* * The price jump follows the onset of Middle East warfare, impacting planting costs.* * Farmers also deal with rising fuel prices, high property taxes, equipment repairs, and seed costs, while crop prices remain static.* * Farmers hope for a price stabilisation as the conflict continues.*
23. https://www.business-standard.com/markets/news/fertiliser-stocks-in-demand-rcf-chambal-deepak-gsfc-gnfc-zoom-upto-12-126031000447_1.html - * Fertiliser companies' shares increased up to 12% on the BSE amid global geopolitical tensions and supply chain concerns. * RCF, FACT, and other fertiliser stocks surged due to government assurances of stabilising LNG supplies. * Prices of key inputs like urea and DAP increased sharply, reflecting supply disruptions from West Asian nations. * Indian fertiliser production faces challenges due to constrained LNG availability, dependency on imports, and geopolitical conflicts. * Market conditions may affect farm-level fertiliser availability and government subsidy budgets if conflicts prolong.
24. https://www.channelstv.com/2026/03/10/fertiliser-prices-surge-from-iran-war/ - * The US-Israeli war on Iran has caused a surge in fertiliser costs, with regional chaos affecting maritime traffic through the Strait of Hormuz. * Costs of nitrogen fertiliser, urea, rose nearly 30% between late February and early March. * Approximately 35% of US fertiliser imports come from the Middle East, affecting supply stability. * Farmers face increased economic stress, with some postponing fertiliser purchases and considering crop rotation changes. * Trade disruptions and high input costs threaten crop output and farm profitability.
25. https://investorsking.com/2026/03/10/iran-conflict-disrupts-fertiliser-supply-boosts-demand-for-dangote-products/ - * Disruptions in international fertiliser supply chains are linked to Iran, US, and Israel geopolitical tensions. * The Strait of Hormuz closure has slowed shipments of urea and ammonia from the Gulf region. * Dangote Industries' fertiliser demand has risen due to supply shortages affecting global markets. * Dangote Fertiliser’s Lagos plant produces about three million tonnes annually, with 37% exported. * The conflict, beginning in late February 2026, has caused supply constraints, impacting global commodity markets and fertiliser prices. * Dangote plans to expand fertiliser capacity to support African food security and reduce dependency on imports.
26. https://biz.chosun.com/en/en-international/2026/03/09/LOFE4DRY3ZALZOIOBDFDEOXYE4/ - * The Strait of Hormuz closure amid armed clashes impacts global fertilizer supply chains, especially sulphur and nitrogen resources. * China faces shortages of key fertiliser raw materials, risking lower grain harvests and increased prices. * Fertiliser prices in mainland China have already risen due to feedstock shortages, with potential for further increases. * Disruptions to urea and other fertiliser supply chains threaten global food production, potentially causing significant increases in food prices. * Experts warn that ongoing supply issues could trigger widespread surges in food costs, with risks of humanitarian crises in reliant countries.
27. https://www.oneindia.com/india/after-lpg-supply-shock-will-food-shortage-be-next-hormuz-crisis-could-hit-farmers-worldwide-8021865.html - * Rising tensions around the Strait of Hormuz threaten oil, natural gas, and fertiliser shipments, impacting global food production. * Indian LPG supply disruptions exemplify fragile energy supply chains, causing restaurant closures and rising costs. * Major fertiliser exporters like Qatar, Saudi Arabia, and the UAE could face delays in fertiliser shipments. * Disruptions in fertiliser supply could lead to higher prices, reduced crop yields, and increased food insecurity. * Countries reliant on fertiliser imports, including India, Brazil, and the US, are most vulnerable to fertiliser shocks and subsequent food price inflation.
28. https://www.foodsecurityportal.org/node/3808 - * The FAO Food Price Index rose in February after five months of decline, driven by increases in cereal, meat, and vegetable oil prices * Rising cereal prices linked to weather disruptions in Europe and Russia, with stable maize prices and marginal rice increases * Vegetable oil prices hit highest levels since June 2022, influenced by demand in Southeast Asia and US biofuel policies * Meat prices rose slightly, while dairy and sugar prices declined * Fertiliser prices increased due to higher demand and regional availability issues, amidst geopolitical tensions * Natural gas prices showed mixed trends globally * Disruptions in ammonia and fertiliser markets linked to geopolitical conflicts and export restrictions
29. https://drgnews.com/2026/03/09/american-farm-bureau-federation-middle-east-tensions-raise-spring-planting-concerns/ - * The article discusses how Middle East tensions, involving Iran and Gulf countries, impact global fertiliser markets amid US spring planting season. * Disruptions in the Strait of Hormuz could affect energy and fertiliser supply chains, influencing prices and availability. * US farmers face potential increases in input costs and may reduce corn planting in favour of less fertiliser-dependent crops. * The region's role in nitrogen fertiliser exports, including urea and ammonia, underscores the risk to global supply. * Energy price rises linked to geopolitical tensions could further raise production and operational costs for US farmers.
30. https://alkambatimes.com/from-the-strait-of-hormuz-to-african-markets-how-the-persian-gulf-region-conflict-could-deepen-food-insecurity/ - * A conflict in the Persian Gulf could disrupt shipping routes, increasing costs in global food supply chains. * Disruptions in energy markets, fertiliser supplies, and shipping are linked to rising food prices worldwide. * Fertiliser prices have increased sharply due to regional shutdowns, impacting global agriculture. * Africa heavily relies on imported fertiliser and food imports, making it vulnerable to price hikes. * Rising energy and freight costs could reduce crop yields and worsen food insecurity in Africa. * Higher costs may reduce fertiliser use by smallholder farmers, lowering productivity and increasing food shortages.
31. https://www.benzinga.com/etfs/sector-etfs/26/03/51146306/exclusive-were-past-real-disruption-teucrium-cgo-war-fuels-food-inflation-fears - * The U.S. war in Iran could increase food prices due to higher crude oil costs affecting farm operating expenses. * Trading volume in agricultural ETFs, including those tied to corn and wheat, rose sharply on March 6. * Higher oil prices boost biofuel demand, impacting corn and soybean markets. * Disruptions around the Strait of Hormuz are tightening fertilizer supply chains, raising supply risks. * Fertilizer prices have already increased significantly, affecting crop production and potentially crop yields in the next season. * Investors are monitoring crop reports and fertilizer markets for further price impacts.
32. https://www.agdaily.com/crops/middle-east-tensions-threaten-fertilizer-supplies-as-u-s-farmers-begin-spring-planting/ - * U.S. farmers may face increased fertiliser costs due to tensions in the Middle East, particularly around the Strait of Hormuz. * The region supplies nearly half of global urea and 30% of ammonia exports, essential for nitrogen fertiliser. * Disruptions could lead to higher fertiliser prices, influencing planting decisions and crop production. * Increased costs may also raise fuel prices, affecting farm operating expenses. * The American Farm Bureau Federation recommends measures including naval escorts and financial support to safeguard fertiliser shipments. * Development in the Middle East could impact fertiliser availability and farm budgets for the 2026 season.
33. https://www.kaaltv.com/kaal-weather/several-precipitation-chances-this-week-with-a-potential-winter-storm-this-weekend/ - * Several systems will bring precipitation to the region throughout the week. * A potential winter storm forecasted for the weekend, possibly involving snow and a transition from rain. * Temperatures are expected to stay above average initially, then cool towards the weekend. * Uncertainty remains about the exact track and impact of the winter storm. * No specific location is specified, but references to the Midwest and the Weather First area.
34. https://wtov9.com/news/local/some-say-alternative-fuels-could-help-drivers-save-at-the-pump-e15-ethanol-fuel-prices-alternative-fuels-ohio-iran-conflict-gasoline-epa-regulations - • Rising fuel prices in Ohio due to Iran conflict. • Ohio Corn and Wheat endorses higher-ethanol blend E15 for savings. • E15 is made from corn and other grains, reducing reliance on oil. • E15 remains insulated from global disruptions, lowering prices. • Temporary waiver allowed year-round use despite summer ban; advocates seek to make ban permanent.
35. https://www.kcci.com/article/iowa-weather-near-record-warmth-today-cooler-mid-week/70672702 - * Near record warmth expected in Des Moines with a forecast of 72°F, potentially tying or breaking the record set in 2012. * Today is anticipated to be calm and sunny, with temperatures in the mid-70s locally. * A cold front is expected to move through northern Iowa on Tuesday, leading to a temperature contrast across the state. * Cooler weather and rain chances are forecast for mid-week, with temperatures dropping to the 50s. * Winds are expected to decrease later in the day, with gusts up to 60 mph earlier, and rain mainly staying in southern Iowa.
36. https://www.kaaltv.com/kaal-weather/trending-more-active-this-week-with-no-short-supply-of-temperatures-swings/ - * Weather patterns in Northern Iowa predict fluctuating temperatures, with highs in the 50s and potential snow due to cold fronts and upper-level systems. * Cold front passes on Monday, bringing cooler temperatures and cloud cover. * Widespread showers, thunderstorms, and snow chances Tuesday night into Wednesday morning, with snow totals under 1 inch. * Temperatures drop to the mid-20s on Wednesday night, then rebound to the mid-40s with rain expected due to an Alberta Clipper system. * Cooler weekend forecast with variable precipitation chances and potential snow in parts of the Midwest.
37. https://www.perfil.com/noticias/canal-e/la-suba-del-petroleo-amenaza-con-disparar-los-costos-del-campo-argentino.phtml - * La subida del petróleo amenaza con elevar los costes del campo en Argentina y los costes logísticos globales. * Empresas navieras desvían rutas, incrementando tarifas de flete y provocando demoras. * El gas natural, fundamental para fertilizantes, experimenta aumentos rápidos, afectando la producción agrícola. * Los fertilizantes, como la urea y el fosfato diamónico, suben en los mercados internacionales, elevando costes en Argentina. * Los precios de los granos, como la soja, mantienen niveles altos, pero los costes crecientes limitan la rentabilidad agrícola.
38. https://www.theborneopost.com/2026/03/06/sarawak-promotes-cluster-farming-to-tackle-high-feed-costs-says-minister/ - * The high cost of feed poses a challenge to Sarawak's livestock industry. * The government promotes a cluster farming approach for feed crop production. * The approach involves communities collectively producing feed crops such as napier grass, corn, and cassava. * The aim is to build an ecosystem supporting feed supply and processing. * The initiative seeks to enhance the livelihood of farming families and develop the rural economy.
39. https://www.irstaxapp.com/wall-street-sees-windfall-as-biofuel-makers-tap-federal-credits/ - * Investment analysts highlight profit opportunities in the biofuel sector driven by federal tax credit programs. * Renewable fuel producers are converting government incentives into substantial returns. * Federal programmes include Renewable Fuel Standard credits, production tax credits, investment tax credits, and clean fuel production credits. * These incentives create multiple revenue streams, enhancing profit margins. * The report discusses implications for taxpayers, investors, and tax professionals regarding incentives and compliance. * Based on official announcement from Bloomberg news service.
40. https://www.marketbeat.com/instant-alerts/green-plains-nasdaqgpre-sets-new-1-year-high-heres-why-2026-03-06/ - * Green Plains' stock hit a new 52-week high trading at $15.50 on Friday. * Several analysts have issued reports upgrading or downgrading the company, with mixed ratings. * The company’s market capitalisation is $1.10 billion, with a PE ratio of -8.32. * Quarterly revenue was $428.85 million, with an EPS of $0.17, beating estimates. * Institutional investors have recently increased holdings in Green Plains. * Green Plains produces ethanol and related co-products in the United States.
41. https://www.maritimeprofessional.com/news/fertilizer-prices-surge-416546 - * The escalation of war in the Middle East and closure of the Strait of Hormuz have disrupted global fertiliser and fuel supplies. * Fertilizer prices have increased, with U.S. prices rising from $516 to $683 per metric ton amid supply fears. * Production cuts in Qatar and India, and export restrictions by China, are tightening global fertiliser markets. * Farmers in various regions face higher costs, affecting cropping decisions and planting plans. * Experts warn prices could double for nitrogen and rise 50% for phosphates if the conflict continues.
42. https://www.brownfieldagnews.com/news/drought-relief-could-be-coming-soon-for-much-of-the-midwest/ - * Wet conditions heading into spring could help ease drought in the Midwest, according to the Midwestern Regional Climate Center. * Winter precipitation has been minimal, with drought expanding in Missouri, Illinois, Kentucky, and Ohio River Valley. * Current weather models predict several inches of rainfall in the Eastern Corn Belt in March. * Over 70% of the Midwest is experiencing moderate to extreme drought conditions.
43. https://www.jdsupra.com/legalnews/treasury-proposes-clean-fuel-production-4076403/ - * The US Department of the Treasury and IRS released proposed regulations for the Section 45Z tax credit on 4 February 2026. * Regulations clarify eligibility, emissions rate determination, registration, and sale requirements, including stakeholder feedback and legislative changes. * Regulatory updates include expanded sale definitions, look-through rules for intermediaries, and recordkeeping requirements. * The regulations extend the credit expiry to 2029 and specify US, Mexico, and Canada feedstock sourcing for fuels produced after 2025. * Public hearings are scheduled for 28 May 2026, with comments due 6 April 2026.
44. https://www.brownfieldagnews.com/news/ethanol-stocks-exports-rise-on-week-as-production-dips/ - * U.S. ethanol stocks reached a near one-year high last week, with supply at 26.337 million barrels.* Ethanol exports increased to an average of 217,000 barrels per day, up 76,000 from the previous week.* Production was slightly lower at 1.095 million barrels per day, but above levels a year ago.* The USDA’s updated corn for ethanol use projection is scheduled for next Tuesday, March 10th.* Overall demand signals were mixed, with declines in net ethanol inputs and gasoline supplied to the market.
45. https://www.brownfieldagnews.com/news/record-high-input-costs-top-farmers-concerns-again/ - * Farmers highlight record-high input costs as a primary concern for the upcoming season. * Tariffs are impacting fertilizer prices and supply, affecting farm profitability. * Farmers are seeking cost-cutting measures without sacrificing yields. * Mentioned regions include Ness County, Marion County, and Doniphan County. * The article discusses the agricultural sector, focusing on input costs and supply chain issues.
46. https://www.jamestownsun.com/business/ndsu-crop-budget-projections-show-low-returns-for-2026 - * North Dakota State University Extension forecasts low or negative profits for crops in 2026, primarily due to lower commodity prices. * Fertiliser prices are up despite reduced application rates due to soil fertility, increasing costs. * Costs for ownership and repair are up, while fuel and interest costs are down. * The forecasts serve as guides for farmers, with regions and crops experiencing varied returns. * Individual farmers are encouraged to develop personalised budgets with specific estimates.
47. https://www.wrtv.com/news/local-news/its-always-a-gamble-indiana-farmers-watch-weather-as-drought-deepens - * 68% of Indiana is in some form of drought, up from 55% last week, according to the Drought Monitor.
48. https://connachttribune.ie/soil-testing-and-correct-ph-levels-are-the-basic-starting-points-for-soil-efficiency/ - * Fertiliser prices in Ireland predicted to increase by approximately 10% this spring due to supply chain disruptions and new taxes and tariffs. * Teagasc advises farmers to optimise soil pH levels between 6.3 and 6.5 to enhance nutrient efficiency. * Farmers are encouraged to base fertiliser application on soil analyses and apply nutrients when soil temperature exceeds 6°C. * Application of nitrogen, phosphorus, and potassium should follow best timing and quantity practices outlined by Mark Plunkett. * Recommendations include applying lime to correct soil pH to 6.3, based on soil testing reports.
49. https://www.brownfieldagnews.com/news/transition-to-el-nino-could-bring-more-dry-weather-for-midwest/ - * A shift to El Niño may result in drier conditions in the Midwest. * Jacob Dickey reports that drought conditions persist, with Champaign Urbana down over 13 inches since last year. * 2025 was the second driest year on record since the late 1800s. * The pattern is changing from La Niña to El Niño, which could extend dry weather into summer. * Outlooks are divided on the timing of the transition.
50. https://www.dtnpf.com/agriculture/web/ag/blogs/market-matters-blog/blog-post/2026/02/06/dtn-weekly-ddg-price-higher-average - * The weekly average price of DDG in the US increased from $162 to $166 per ton. * DDG relative to corn rose from 1.053% to 1.069%; relative to soybean meal remained stable. * US ethanol production decreased by 158,000 barrels per day in the week ending Jan. 30. * Prices and production data impact livestock feed and biofuel sectors. * The article covers trends relevant to animal feed ingredient pricing, production, and supply chain factors.
51. https://www.wwbl.com/2026/02/10/export-demand-explodes-usda-cuts-corn-inventories-by-100-million-bushels-in-february-wasde-report/ - * The USDA's February WASDE report indicates increased exports and reduced end-of-year stocks for U.S. corn for 2025-2026. * Corn exports raised by 100 million bushels to 3.3 billion; stocks decreased to 2.127 billion bushels. * Global corn stocks declined to 288.98 million metric tons; soybean and wheat stocks also adjusted. * Livestock projections showed increased beef and pork production, with higher prices for steer and hogs. * The report reflects higher export activity and supply adjustments in agriculture sector.
52. https://www.agweek.com/weather/spring-planting-could-be-slow-weather-expert-predicts - * A colder than average winter and cool spring could slow spring planting in North Dakota and Minnesota. * Weather expert predicts summer temperatures will be about average, with drier conditions than the 30-year precipitation average. * Factors indicating a drier summer include La Niña, negative Pacific Decadal Oscillation, and Indian Ocean Dipole, affecting 2026. * Soil moisture in northwestern Minnesota and northeastern North Dakota remains adequate due to wet fall conditions. * Shallow frost depths are expected to deepen amid upcoming cold temperatures.
53. https://chronicleillinois.com/agriculture-news/historically-dry-conditions-in-2025-boost-drought-issues/ - * Illinois experienced a dry year in 2025, with statewide average precipitation about 9 inches below normal, contributing to drought conditions.* *There was significant regional variability in rainfall, with some areas receiving near-record wetness early in the year.* *Temperatures in Illinois averaged 1 degree above normal, with notable temperature swings, especially in December.* *Severe weather, including tornado activity, was high in early 2025 but decreased later in the year.* *The weather patterns resulted in drought effects that affected agriculture and regional climate conditions.*
54. https://www.swineweb.com/chinas-feed-production-surges-ahead-of-meat-growth/ - * China’s animal feed production increased significantly year-over-year, outpacing meat output growth. * The rise is driven by feed milling consolidation, herd rebuilding, improved nutrition strategies, and inventory timing. * Growing feed output signals increased demand for ingredients like soybean meal and corn. * The trend indicates greater sector modernisation and efforts to stabilise domestic pork supply. * Highlights the importance of nutrition and supply chain infrastructure in China’s livestock sector.
55. https://www.brownfieldagnews.com/news/midwestern-drought-expected-to-linger/ - • The drought continues to affect Midwestern farmers, with water hauling reported for several months. • Crops are not yet at a critical concern level, but groundwater recharge is needed. • Outlooks suggest drier and cooler conditions may prevail, with no significant precipitation expected soon. • Weather forecasts indicate below normal temperatures through mid-February, limiting soil moisture replenishment. • The information was discussed at the 2026 Illinois Soybean Summit in Champaign.
56. https://www.lex18.com/news/covering-kentucky/how-conflict-in-the-middle-east-is-impacting-kentucky-farmers-this-spring - * Kentucky farmers brace for a difficult growing season due to conflict in the Middle East affecting fertilizer supply. * The conflict with Iran has halted shipping traffic in the Strait of Hormuz, impacting nitrogen fertilizer exports. * Prices for fertilizer are expected to rise as demand increases and shipments are delayed. * Market has effectively frozen, with buyers waiting to assess the situation. * Rising costs could reduce farm profitability and production if prices climb too high.
57. https://www.producer.com/am-market-reports/corn-exports-lead-the-way/ - - US grain inspections for the week ending 19 February were 2.0 million tonnes, the strongest since November. - Total US corn exports are at 37.7 million tonnes, with commitments of 62.3 million tonnes, the largest on record. - Mexico and Japan are the top buyers of US corn, with commitments of 19.2 million and 10.1 million tonnes respectively. - Brazil's crop harvest is delayed, with exports expected to reach 43 million tonnes, potentially reducing US demand in early summer. - US corn market remains strong due to diverse export markets despite shifts in Brazil's crop.
58. https://www.producer.com/am-market-reports/corn-exports-lead-the-way/ - * US grain inspections for the week ending February 19 reached 2.0 million tonnes, the strongest since November. * Total US corn exports to date are 37.7 million tonnes. * Export commitments for week 24 are 62.3 million tonnes, the largest on record. * Mexico, Japan, South Korea, and Colombia are the primary US corn purchasers. * Brazil's delayed crop planting may slow US demand in early summer, with Brazilian exports expected to reach 43 million tonnes. * US corn demand remains strong despite global competition.
59. https://www.radioiowa.com/2026/02/06/only-three-iowa-counties-are-in-drought-but-almost-half-are-very-dry/ - * Nearly 45% of Iowa is classified as abnormally dry, with some counties in moderate drought. * The U.S. Drought Monitor reported this update, indicating worsening dryness in some areas. * Iowa experienced a snow drought in January, with snowfall about six inches below normal. * Conditions slightly improved from October, when drought watches were removed in eastern Iowa. * Soil moisture is declining, and parts of Lyon, Sioux, and Plymouth counties are in moderate drought.
60. https://kansaslivingmagazine.com/articles/2026/02/06/how-kansas-farmers-manage-weather-safety-and-inputs - * A Kansas farmer, Ryan Johnson, delays planting due to dry weather and adapts his schedule accordingly. * Johnson emphasises safety, limiting tractor work to 14 hours and being aware of roadway safety. * The article details crop rotation practices and input management for crops like corn, soybeans, wheat, and milo. * It discusses pesticide and herbicide use, regulation, and responsible application by farmers. * The article covers the impact of weather on planting timing, crop development stages, and regional corn production importance in Kansas.
61. https://www.brownfieldagnews.com/news/snow-drought-above-normal-temps-shape-midwest-weather-outlook/ - * Iowa's state climatologist predicts warmer and wetter conditions for the Midwest through early March. * Recent temperatures have been 15 to 30 degrees above average. * The region has experienced a snow drought over the last two months. * February was the warmest February for northwestern Iowa on record since 1893. * The area has seen a top five driest February across eastern Corn Belt and Dakotas. * Precipitation is expected to soak into the ground, improving soil moisture.
62. https://www.finedayradio.com/news/tv-delmarva-channel-33/midwest-farmers-get-promising-weather-forecast-through-early-march/ - * Iowa's state climatologist reports favourable weather conditions for Midwest regions through early March * Forecast indicates warmer and wetter weather expected for farming communities * Recent dry conditions in the Midwest are expected to improve * Positive outlook for agricultural operations and planting preparations * State climatologist Justin Glisan forecasts a potential shift from drought-like conditions
63. https://www.brownfieldagnews.com/news/drought-deepens-in-the-western-corn-belt-as-ranchers-wait-for-spring-moisture/ - * Drought in the Western Corn Belt worsens, ranchers await spring moisture.* No significant winter moisture, with delays until April or May for improvement.* Nebraska experienced its driest December 1 to February 27 on record.* Conditions extend into the Southern Plains, with recent fires in Kansas and Oklahoma.* US Drought monitor reports severe drought development in the region.
64. https://www.morningagclips.com/weather-whiplash-raises-financial-risk-for-ohio-farmers/ - * In 2025, Ohio experienced its fifth-wettest April-to-July period, followed by the driest August since 1895.
65. https://www.agweek.com/business/markets/is-year-round-e15-the-next-big-demand-shift-or-just-noise - * The article discusses the potential impact of year-round E15 on US corn markets, comparing it to the early 2000s ethanol boom. * It explains how policy changes in the past transformed corn demand and market behaviour, with biofuels now a central driver. * It notes that today's ethanol infrastructure is well-developed, so any expansion would be gradual, focusing on optimisation. * It highlights that potential E15 expansion could provide downside protection and increase market volatility. * Producers are advised to adopt flexible marketing strategies, recognising that biofuel policies continue to shape demand.
66. https://www.jdsupra.com/legalnews/new-45z-clean-fuel-credits-regs-60-days-1790973/ - * The US Department of the Treasury released proposed regulations for the Section 45Z Clean Fuel Production Tax Credit (45Z), affecting domestic clean transportation fuel producers and agricultural suppliers. * The public comment period closes on April 6, 2026, with a hearing scheduled for May 28, 2026. * The regulation has been extended through December 31, 2029, includes modifications around eligibility, feedstock limitations, ownership restrictions, and emission accounting. * Changes impact credit value, supply chain eligibility, and corporate structuring, with strategic implications for industry players. * The rulemaking process offers opportunities for early engagement to influence final regulations and competitive positioning.
67. https://www.cpapracticeadvisor.com/2026/02/06/irs-issues-proposed-rules-on-clean-fuel-tax-credit/177638/ - * The Treasury Department and IRS released proposed regulations on Feb. 3 regarding the clean fuel production credit under the One Big Beautiful Bill Act (OBBBA). * The regulations impact producers of ethanol, biodiesel, renewable diesel, renewable natural gas, and sustainable aviation fuel, among others. * The rules extend the credit to Dec. 31, 2029, and include restrictions on foreign feedstocks and emissions calculations, excluding indirect land use change. * Stakeholders like the Farm Bureau and Renewable Fuels Association welcomed the proposals, seeking further clarification and finalisation of guidance. * Public comments and a hearing are scheduled to consider the regulations.
68. https://www.stl.news/trump-pushes-year-round-e-15-fuel-sales/ - * President Donald Trump supports permanent, year-round sales of E-15 gasoline, ending seasonal restrictions. * The move aims to lower fuel prices and increase demand for ethanol and corn. * Midwest and Missouri could see economic benefits through higher ethanol demand and job creation. * The policy shift is framed as part of a broader energy independence and consumer choice strategy. * Congressional approval is required for implementation, with the White House indicating swift action upon legislative progress.
69. https://www.morningagclips.com/asa-and-nopa-applaud-treasurys-updated-45z-guidance/ - * ASA and NOPA praised the US Department of the Treasury for updated guidance on the 45Z Clean Fuel Production Credit. * Updated guidance supports domestic feedstocks like US soybeans, following congressional amendments. * The guidance aims to enhance US biofuel policies, including the Renewable Fuel Standard (RFS). * Disqualifies imported waste feedstocks to support US soybean farmers and rural communities. * Removes the indirect land use change penalty, increasing the value of soy-based biofuels. * ASA and NOPA call for finalising the RFS to promote US biofuel industry growth.
70. https://www.foodbusinessnews.net/articles/29747-adm-earnings-decline-amid-lower-crush-margins - * ADM's net earnings for FY2025 declined 60% to $1.08 billion, impacted by lower crush margins and insurance proceeds. * Revenues decreased 6.2% to $80.27 billion; Q4 earnings fell 20% to $456 million. * The company's future performance relies heavily on US biofuel policy clarity, especially regarding RVO guidance. * Operating profit in the Ag Services and Oilseeds segment declined 11%; crushing subsegment profit fell 81% due to lower crush margins. * ADM expects FY2026 adjusted EPS of $3.60 to $4.20, dependent on market and policy developments, with a focus on biofuels and consumer demand.
71. https://www.fueliowa.com/latest-news.cfm/Article/INDUSTRY-NEWS/EMA-Calls-for-Permanent-Year_Round-E15-Waiver - * EMA calls for legislation to establish a permanent nationwide waiver for year-round sales of E15 gasoline. * The legislation, known as the Nationwide Consumer and Fuel Retailer Choice Act, aims to extend the RVP waiver for E10. * EMA supports increased investments in the Higher Blends Infrastructure Incentive Program to expand biofuel infrastructure. * The organisation maintains a neutral stance on small refinery exemptions but opposes reallocation of waived SREs to prevent market volatility. * EMA seeks collaboration with congressional leaders to promote policies benefiting energy marketers and biofuel market stability.
72. https://www.americanagnetwork.com/2026/02/09/45z-guidance-brings-clarity-but-epa-decisions-still-hold-the-key-for-renewable-fuels/ - * Biofuel policy clarity has been achieved through newly released 45Z tax credit guidance.
73. https://www.americanagnetwork.com/2026/02/10/year-round-e15-seen-as-key-demand-driver-as-corn-growers-await-policy-clarity/ - * Mark Belter of the North Dakota Corn Growers Association states year-round access to E15 fuel could expand corn demand and alleviate a current glut of supplies in the US. * Belter emphasises the importance of consumer education for broader adoption of E15, which is priced lower than other fuels. * The article notes ongoing delays and renewed hope regarding congressional approval of year-round E15 sales, with a potential decision expected soon. * Belter highlights the significance of the 45Z tax credit for sustainable aviation fuel, especially on the West Coast and in Europe. * Further policy discussions on E15 and 45Z are expected at the upcoming Commodity Classic, aiming to generate momentum for the agricultural sector.
74. https://www.mitchellrepublic.com/opinion/columns/guebert-theres-no-heresy-in-the-law-of-supply-and-demand - ['* An Iowa-based ag consulting firm released a report predicting negative consequences for Iowa farmers and the nation if Congress does not approve year-round E15 use.', '* E15 is a gasoline blend containing 15% ethanol, higher than the current 10% blend, with support from corn farmers.', '* The report warns of potential surplus corn stocks by 2034 and associated economic impacts, including effects on ethanol manufacturing and rural economies.', '* Concerns are raised about health impacts in Iowa, with the state having the second-highest cancer incidence rate in the US.', '* The report mentions costs and debates surrounding ethanol pipelines and environmental benefits of ethanol, noting alternatives like planting other crops due to the law of supply and demand.']
75. https://www.mnbiofuels.org/media-mba/blog/item/4209:mn-bio-fuels-highlights-importance-of-year-round-e15-at-klobuchar-ag-roundtable - * The Minnesota Bio-Fuels Association participated in an agriculture roundtable with Senator Amy Klobuchar on February 7 in Waltham, Minnesota. * Rod Jorgenson of Al-Corn Clean Fuel emphasised the need for year-round E15 availability to address supply-demand imbalance and support farmers. * Jorgenson discussed Al-Corn’s role in purchasing local corn and supporting rural economic development. * A recent government funding package omitted a negotiated E15 compromise, leading to the creation of an E15 Rural Domestic Energy Council. * Jorgenson and MN Bio-Fuels support legislative efforts for permanent regulatory certainty for year-round E15, with Klobuchar expressing support.
76. https://www.brownfieldagnews.com/news/ag-economist-year-round-e15-approval-first-step-in-expanding-corn-biofuels-market/ - * Ag economist Scott Irwin states passing legislation for year-round E15 is a first step in expanding the corn biofuels market. * The Rural Energy Task Force is working on legislative solutions with deadlines this month. * Making the Reid Vapor Pressure waiver permanent is an important regulatory hurdle. * Other hurdles include fuel supply chain re-optimisation, retail concerns, engine warranties, and liability issues. * Irwin estimates it will take years to address these hurdles, but nationwide E15 could increase corn ethanol use by a third.
77. https://dcjournal.com/repeal-the-renewable-fuel-standard/ - * The renewable fuel standard (RFS) is criticised for its limited benefits and high costs. * The RFS mandates blending biofuels, mainly corn ethanol, into gasoline, established by the 2005 Energy Policy Act. * The 2007 Energy Independence and Security Act aimed for 36 billion gallons of ethanol annually by 2022, but this is unachievable with current technology. * Ethanol’s environmental and energy security benefits are questioned; corn ethanol provides less energy than gasoline and has environmental costs. * The article advocates for capping or repealing the RFS as its rationale weakens due to abundant oil and inexpensive gasoline in the US.
78. https://www.americanagnetwork.com/2026/02/11/farmers-families-need-year-round-e15-now/ - * Farmers face increased bankruptcies amid record corn crops and oversupply, with demand lagging. * Legislation to allow year-round E15 sales is proposed by the House’s E15 Rural Domestic Energy Council, aiming for a vote by the end of February. * Current federal restrictions limit E15 sales during summer months, contributing to supply-demand imbalance. * Year-round E15 could create demand for over 2 billion bushels of corn and sorghum, helping farmers turn record harvests into opportunities. * President Trump and bipartisan members support the policy, citing benefits for farmers, energy security, and fuel costs.
79. https://www.brownfieldagnews.com/news/corn-farmer-urges-dc-to-deliver-on-nationwide-e15/ - * A Wisconsin farmer, Mike Berget, urges Congress to pass the nationwide E15 deal. * Farmers are concerned about credit availability for planting this spring. * The E15 deal could increase corn usage by two billion bushels. * Berget discusses issues during the Wisconsin Corn-Soy-Pork Expo in Wisconsin Dells.
80. https://drgnews.com/2026/02/12/year-round-e15-push-needs-action-by-sunday/ - * The rural economy faces challenges with increasing farm bankruptcies and a record corn crop. * The USDA reports an expected jump in the 2025 corn harvest. * Geoff Cooper, CEO of the Renewable Fuels Association, advocates for legislation to enable year-round E15 sales. * The House’s E15 Rural Domestic Energy Council is to propose an approach by February 15. * Legislation to allow year-round E15 aims to address supply-demand issues in the fuel sector.
81. https://www.dailysignal.com/2026/02/12/house-reps-try-to-reconcile-farm-and-oil-interests-in-e15-talks/ - * A congressional task force plans to release a compromise on year-round E15 sale by February 15, 2026. * The effort aims to resolve disagreements between corn farmers and oil refiners. * Currently, E15 is banned in summer due to smog concerns, but EPA waivers allow temporary sales. * Legislation seeks to codify year-round E15 and address regulatory definitions affecting refineries. * Industry debates include impacts on small refineries and the Renewable Fuel Standard.
82. https://www.dodgeglobe.com/renewable-fuels-association-pushes-for-year-round-e15-sales-amid-legislative-setback/ - * The Renewable Fuels Association (RFA) advocates for year-round availability of E15, a gasoline blend with 15% ethanol. * The push occurs despite a legislative setback. * The article involves the energy sector and renewable fuels policies. * The source is Reuters.
83. https://www.brownfieldagnews.com/news/biofuel-backers-await-congressional-framework-on-nationwide-e15/ - • Biofuel supporters await next steps as congressional council discusses E15 legislation. * The E15 Rural Domestic Energy Council plans to maintain existing pillars of a previous deal. * Emphasis on allowing year-round E15 and reforms to small refinery exemptions. * Congress faces a deadline of February 15th to present a framework, with consideration by the House scheduled for February 25th. * The article is set in the context of US energy policy and legislative processes.
84. https://www.eenews.net/articles/potential-deal-emerges-to-settle-disputes-on-e15/ - * The House’s Rural Domestic Energy Council is set to release a draft framework for year-round E15 biofuels sales, with a recommendation due by Sunday. * The proposal aims to authorise year-round E15 sales, limit refinery exemptions, and define hardship exemptions. * The effort seeks to bypass legislative hurdles in the Senate and gain broader support among lawmakers. * Industry groups and lawmakers from agricultural and energy sectors are engaged, but broader consensus remains uncertain. * The issues surrounding E15 involve biofuel standards, refinery exemptions, and ethanol-related policies, impacting biofuel demand and production.
85. https://www.chinimandi.com/us-house-panel-advances-talks-on-year-round-e15-ethanol/ - * A congressional task force in the US is preparing legislation to allow year-round sale of E15 fuel containing 15% ethanol, mainly from corn. * Negotiations are ongoing, with a draft proposal expected soon; a vote is scheduled by February 25. * The proposal aims to resolve industry disputes, balancing environmental concerns with agricultural and refining interests. * The E15 Rural Domestic Energy Council has been established to develop legislative recommendations. * Supporters seek to permanently lift restrictions under the Clean Air Act, promoting demand for corn ethanol.
86. https://biofuelscentral.com/epa-expected-to-send-2026-biofuel-blending-quotas-to-white-house-this-week/ - * The US Environmental Protection Agency is expected to submit proposed biofuel blending quotas for 2026 to the White House for review. * The proposal includes a target of 5.2 to 5.6 billion gallons for biomass-based diesel in 2026. * The total biofuel blending volumes proposed are around 24.02 billion gallons for 2026. * The agency is considering delaying a proposal to reduce the value of renewable fuel credits for imported biofuels. * The decision may influence fuel credit markets and soybean oil demand for biodiesel.
87. https://www.chinimandi.com/iowa-growers-urge-president-trump-for-nationwide-e15-approval-as-deadline-passes/ - * The Iowa Corn Growers Association and Iowa Renewable Fuels Association called on Congress and President Trump to approve nationwide, year-round E15. * The Rural Domestic Energy Council was scheduled to release an E15 approval framework by February 15, but no announcement was made. * Farmers emphasised the importance of E15 for market development, farm income, and rural economies. * Statements highlighted the need for legislation to provide access to cheaper, cleaner-burning E15 fuel. * The February 15 deadline for the E15 rule has passed, with further action expected by the end of the month.
88. https://www.brownfieldagnews.com/news/farm-financial-stress-deepens-amid-ethanol-policy-delays/ - *Farmers' financial pressures increase due to delays in ethanol policy, particularly around E15 expansion in Nebraska and nationwide.* *Farm leaders advocate for expanding demand for ethanol to improve the farm economy.* *Senator Pete Ricketts discusses efforts to pass nationwide E15 legislation.* *Renewable Fuels Association suggests that demand from countries like Japan, India, and China could accelerate market growth.*
89. https://www.eenews.net/articles/top-usda-official-touts-year-round-higher-ethanol-fuel/ - * A USDA official endorsed the biofuels industry at the agency's annual outlook conference. * The official expressed support for making higher-ethanol fuel available year-round. * Concerns about seasonal restrictions on E15 fuel and legislative efforts to lift them were highlighted. * The US Congress is considering legislation to expand ethanol use and adjust fuel restrictions.
90. https://www.city-journal.org/article/food-prices-epa-renewable-fuel-standard - * The article advocates ending the EPA's Renewable Fuel Standard (RFS) to lower food prices, decrease greenhouse gas emissions, and free land for other uses. * It criticises the RFS for inflating crop prices, offering marginal energy gains, and causing environmental harm. * The article discusses recent policy proposals, including expanding biofuel mandates and ethanol blending waivers, under the Trump administration. * It suggests that rolling back the RFS could ultimately benefit farmers and reduce consumer food and fuel costs. * The article presents the RFS as a policy benefiting a concentrated group at the expense of the broader public and environment.
91. https://www.biofuelsdigest.com/bdigest/rfa-growth-energy-and-ncga-frustrated-by-lack-of-progress-towards-year-round-e15/ - * In Washington, the Renewable Fuels Association, Growth Energy, and the National Corn Growers Association issued a joint statement. * They expressed frustration over the lack of progress towards a legislative fix for year-round E15 access. * An E15 Rural Domestic Energy Council was established by House leaders with a deadline of February 15, 2026. * No deal on legislation has been announced by the council. * Industry groups emphasise the importance of year-round E15 for rural America, consumers, and farmers. * The groups call for refocusing on bipartisan legislation with broad support, opposing efforts by some refiners.
92. https://www.kbur.com/2026/02/19/iowa-congressman-randy-feenstra-says-a-deal-is-near-that-would-allow-fuel-with-a-blend-of-up-to-15-percent-ethanol-and-85-percent-gasoline-to-be-sold-year-round/ - * Iowa Congressman Randy Feenstra announces a near deal for year-round sale of E-15 fuel (15% ethanol, 85% gasoline). * The House Rural Domestic Energy Council met to push for policy change; the group is working to get the bill across the finish line. * House Republican leaders have set a deadline of February 25th for bill submission for a vote. * Current restrictions on E-15 sales during summer months have been suspended in Iowa and Midwest states. * Proposed policy limits ethanol blending exemptions for small refineries and restricts transfer of waivers between refineries.
93. https://www.swineweb.com/strong-corn-exports-and-rising-ethanol-demand-shape-february-feed-outlook/ - * U.S. corn exports are exceeding expectations with strong demand from Japan, South Korea, and the EU for the 2025/26 marketing year. * Livestock demand remains stable, with overall grain-consuming animal units flat year over year. * Sorghum use for ethanol has increased again, driven by favourable price relationships compared to corn. * Global coarse grain trade is edging higher, supported by stronger U.S. and Brazil corn exports and revised barley exports. * Market implications include strong international corn demand, stable domestic livestock feeding, and continued influence of ethanol markets.
94. https://www.newsdakota.com/2026/02/20/congressional-ethanol-group-tweaks-e15-proposal/ - * A U.S. lawmakers' council, the Rural Domestic Energy Council, proposes changes to allow year-round E15 access. * The proposal aims to boost demand for corn-based ethanol and support U.S. farmers. * The plan raises the limit on exemptions for small refineries from blending mandates. * The tweak increases allowable exemptions by 100 RINs per year, from the original proposal. * The modifications address disagreements between biofuel and oil industry groups over biofuel policy and refinery exemptions.
95. https://www.thefencepost.com/news/ag-groups-detail-e15-demands/ - • A coalition of agriculture groups submitted a letter supporting an E15 bill to Reps. Bice and Feenstra. • The groups seek Congress to authorise year-round sales of E15 fuel nationwide. • Signatories include the American Farm Bureau Federation, American Petroleum Institute, and related industry groups. • The letter specifies three key guardrails for the proposal: no increase in small refinery exemptions, no reallocation of exemptions, and implementation in 2028. • Immediate implementation of year-round E15 and negation of Midwest governors’ opt-outs are also demanded.
96. https://www.americanagnetwork.com/2026/02/20/growth-energy-celebrates-banner-year-for-ethanol-exports/ - * U.S. ethanol exports reached 2.18 billion gallons in 2025, a 13% increase from 2024. * Exports valued at $4.8 billion, producing a trade surplus of 2.12 billion gallons and $4.55 billion. * The trade data highlights growth in global markets for American biofuels. * Growth Energy CEO emphasises biofuels' role in supporting agriculture and energy leadership. * The article mentions U.S. trade policies and agreements promoting ethanol exports.
97. https://www.brownfieldagnews.com/news/rollins-congress-must-act-on-nationwide-e15/ - * Ag Secretary Brooke Rollins calls on Congress to pass legislation for nationwide, year-round E15. * She states the Trump administration has done as much as possible and now Congress must act. * Passing the legislation would boost demand for U.S. corn. * The E15 Rural Domestic Energy Council has missed its first deadline but continues negotiations. * The next legislative review deadline is February 25, when the U.S. House of Representatives is expected to consider the proposal.
98. https://www.aol.com/divided-us-appeals-court-allows-163919590.html - * A federal appeals court declined to invalidate the EPA's renewable fuel standards for 2023 to 2025. * The court found the EPA failed to adequately assess climate change and endangered species impacts. * The standards increase biofuel blending requirements for oil refiners, set at 20.94 billion gallons in 2023, rising annually. * The court sent the rule back to the EPA for further review, citing potential disruption. * The ruling relates to government biofuel policy, specifically biofuel standards and environmental assessments.
99. https://www.bleedingheartland.com/2026/02/20/too-much-corn/ - * A study by Decision Innovation Solutions claims Iowa's farm economy faces a demand gap due to overproduction of corn. * The report suggests solutions including year-round E-15 sales, reinstating ethanol and aviation fuel tax credits, and carbon capture projects. * It advocates for conservation smart agriculture practices and criticises the overuse of fertiliser due to excess corn growing. * The report was commissioned by the Iowa Corn Growers Association and the Iowa Renewable Fuels Association. * Critics argue that reducing corn acreage could address environmental concerns and market demand more effectively.
100. https://www.eenews.net/articles/congress-speeds-toward-deadline-for-e15-compromise/ - * Congress seeks to break deadlock over increasing ethanol in US fuel, focusing on lifting seasonal restrictions on E15.* * Negotiations involve concessions to petroleum refiners and debates over exemptions to biofuel mandates.* * Congressional deadline has been missed, with no new proposal date set.* * Industry groups are involved in the discussions, which impact renewable fuel standards and biofuel policy.*
101. https://www.insideindianabusiness.com/articles/braun-pushes-permanent-year-round-e-15-seeks-boost-for-corn-and-ethanol-producers - * Corn producers and the ethanol industry in Indiana push for permanent year-round sale of E-15 fuel. * Indiana Governor Mike Braun supports the measure and has called for a federal solution. * The measure aims to boost Indiana's corn and ethanol sectors, increase sales, and create opportunities for ethanol facilities. * Braun highlighted the current EPA restriction on summer sales of E-15 and the global competition from Brazil and Argentina. * He plans to push the Trump administration and EPA to approve year-round E-15, which could save consumers up to 30 cents per gallon. * Indiana produces approximately 1.4 billion gallons of ethanol annually, supporting over 41,500 jobs.
102. https://www.brownfieldagnews.com/news/poet-founder-urges-congress-to-move-e15-legislation-to-trumps-desk/ - * POET founder and CEO Jeff Broin urges Congress to move E15 legislation to President Trump’s desk. * Broin highlights the importance of nationwide year-round E15 for rural America. * E15 legislation could increase grain use by 2.5 billion bushels. * The legislative proposal has a February 25th deadline and is supported by President Trump. * Small refineries’ desire for exemptions has delayed votes on the bill.
103. https://www.brownfieldagnews.com/news/kehoe-says-e15-expansion-would-boost-corn-markets-urges-congressional-action/ - * Missouri Governor Mike Kehoe advocates for nationwide, year-round E15 legislation to support corn markets. * Kehoe discussed optimism following a visit to Washington D.C., with several stakeholders feeling positive about legislative progress. * Several Midwestern states have a waiver allowing year-round E15 sales, but Congress has yet to pass permanent, nationwide legislation. * A U.S. House task force has been working on related legislation but has not met deadlines. * Kehoe spoke at a Missouri Farm Bureau event about potential market expansion for corn due to E15.
104. https://www.brownfieldagnews.com/news/breaking-2026-and-27-renewable-volume-obligations-sent-to-omb/ - ['* The EPA is submitting renewable volume obligations for 2026 and 2027 to the Office of Management and Budget (OMB).', '* The submission was announced during the 2026 National Ethanol Conference in Orlando.', '* The final rule is expected to be announced by the end of March.', "* Small refinery exemptions caused delays in the rule's finalisation.", '* Renewable Fuels Association supports the proposed renewable fuel volumes of 15 billion gallons for 2026 and 2027.']
105. https://rollcall.com/2026/02/26/house-misses-its-own-deadline-for-bill-to-expand-ethanol-sales/ - * House Republicans missed the Feb. 15 deadline to release legislation for year-round sale of E15 gasoline. * The delay is linked to issues surrounding ethanol mandates and exemptions for small refineries. * Lawmakers met to resolve differences, involving representatives from corn- and oil-producing states. * Critics including farm groups and ethanol supporters express disappointment, urging prompt congressional action. * Democrats criticise absence of bipartisan participation in the council overseeing the legislation.
106. https://www.radioiowa.com/2026/02/26/ethanol-industry-leader-not-optimistic-congress-will-reach-e15-deal/ - * An ethanol industry leader doubts congress will pass legislation for year-round E15 sales before summer. * The deadline for a House vote was yesterday, with negotiations ongoing. * The House Rural Domestic Energy Council and lawmakers from oil-refining states are attempting to find a compromise. * Concerns are expressed about the legislative process and delays caused by weather. * Ethanol advocates and industry stakeholders call for action amid falling corn prices and economic pressure.
107. https://www.brownfieldagnews.com/news/policy-support-key-as-canada-remains-largest-u-s-ethanol-customer/ - * Canada is the largest importer of U.S. ethanol, with exports reaching over 792 million gallons in 2025. * The record-high exports are driven by Canada's Clean Fuel Regulations. * Policy will influence U.S. ethanol exports to Canada over the next five years. * Fred Ghatala, President of the Advanced Biofuels Canada Association, discusses policy as a key factor. * The future of trade depends on the persistence of the CFR and agricultural community support.
108. https://www.newsdakota.com/2026/02/26/national-ethanol-conference-celebrates-a-record-2025/ - * The National Ethanol Conference was held in Orlando, Florida. * Renewable Fuels Association President and CEO Geoff Cooper announced a record year in 2025 for the U.S. ethanol industry. * Cooper called on Congress and the White House to eliminate regulations restricting E15 sales. * Legislative efforts to secure permanent, nationwide year-round E15 sales failed in 2024 and early 2026. * The event highlights ongoing policy debates on ethanol standards and market expansion.
109. https://www.weareiowa.com/article/news/agriculture/e15-legislation-deadline-congress-iowa-farmer-impacts/524-a7117df8-ffa7-48a3-963c-fdf36ae86ef7 - * Iowa farmers express frustration over Congress missing the deadline for E15 legislation.* * The deadline to approve a permanent legal fix for E15 was Feb. 25.* * Congress established an E15 council to strike a deal by Feb. 15 and send legislation to the House floor by Feb. 25.* * Farmers believe E15 boosts demand for corn and provides economic stabilisation.* * The legislation aims to allow year-round sale of E15, which is currently restricted.*
110. https://tcbmag.com/we-have-a-corn-problem-how-do-we-solve-it/ - * U.S. corn production exceeded demand, leading to record surplus and falling prices in 2025. * The USDA estimated over 17 billion bushels of corn were grown in 2025, with a 2 billion bushel surplus. * Export trade, particularly with Canada and Mexico, is vital for Minnesota farmers, with calls for broader international trade agreements. * Expanding ethanol use, especially through year-round E15 fuel sales and potential biosfuel markets like SAF, could boost demand. * Increased yield efficiency has outpaced demand growth, causing a structural imbalance in the industry.
111. https://www.westernkansasnews.com/governor-kelly-urges-congressional-action-on-year-round-e15/ - * Governor Laura Kelly urges Congress to authorise year-round E15 sales nationwide. * The action aims to increase domestic demand for Kansas corn and grain sorghum. * Currently, eight states received EPA approval to sell E15 year-round. * Kansas has not yet opted out of the EPA waiver, but may submit a request by April 1, 2026. * The policy is connected to biofuel standards and government regulation impacts on ethanol demand in the energy sector.
112. https://wattsupwiththat.com/2026/03/02/ethanol-mandates-are-dead-long-live-saf-sustainable-aviation-fuel/ - • A bill, the Farm to Fly Act of 2025, aims to incorporate sustainable aviation fuel into USDA programmes in the US. • The bill sets standards for SAF production, including lifecycle greenhouse gas reductions of at least 50%. • Critics argue biofuel mandates raise food and energy prices, harm food security, and benefit farmers through subsidies. • Discussions highlight conflicts between biofuel policies and food security, both in the US and Europe. • The article discusses legislation, policy debates, and environmental impacts related to biofuels and SAF.
113. https://www.biofuelsdigest.com/bdigest/rfa-says-year-round-e15-even-more-important-due-to-middle-east-tensions/ - * The Renewable Fuels Association calls for legislation to enable year-round sale of E15 in response to Middle East tensions. * Rising oil prices due to Middle East events increase the importance of renewable fuels like ethanol. * Polling shows high public concern for gas prices and support for ethanol and American-made fuels. * Adoption of E15 could displace half of the oil imported from OPEC in 2025.
114. https://www.biofuelsdigest.com/bdigest/fapri-report-shows-benefits-of-year-round-e15/ - * A Food and Agriculture Policy Research Institute (FAPRI) report suggests allowing year-round E15 blending in Missouri. * The proposal aims to increase ethanol flexibility, currently limited by seasonal and locational restrictions. * Expansion of E15 could impact biofuel mandates under the Renewable Fuel Standard (RFS). * The report highlights potential interactions and effects on ethanol demand and blending requirements. * The development considers policy changes to increase ethanol consumption and market flexibility.
115. https://www.morningagclips.com/nopa-asa-and-cfaa-welcome-progress-on-final-2026-27-rfs-volumes/ - * The organisations commended the EPA for transmitting the final 2026-2027 Renewable Fuel Standard (RFS) rule for review. * They called for urgent completion of the review to avoid uncertainty for farmers, processors, and producers. * Industry leaders emphasised the rule's potential positive impact on rural America, farmers, and biofuel production. * The organisations highlighted the importance of finalised volume requirements for decision-making and investment. * The final rule is seen as essential for advancing renewable fuels and supporting American energy independence and agriculture.
116. https://www.morningagclips.com/michigan-farm-bureau-urges-congress-to-act-on-e15/ - * Michigan Farm Bureau (MFB) calls on Congress to approve year-round sales of E15, a 15% ethanol fuel blend. * The conflict with Iran has affected global oil markets, increasing the urgency for domestic fuel development. * MFB highlights potential displacements of OPEC oil imports and market benefits for American farmers. * Recent legislative inaction on E15 expansion is criticised. * Adoption of E15 could boost demand for corn and help offset rising fuel and fertilizer costs amid global uncertainty.
117. https://www.americanagnetwork.com/2026/03/04/ethanol-industry-cites-iran-conflict-in-renewed-push-for-year-round-e15-sales/ - * The ethanol industry advocates for Congress to approve year-round E15 sales amidst Middle East tensions. * Supporters argue that expanding E15 access could reduce reliance on foreign oil and lower fuel prices. * The debate involves regulatory hurdles and opposition from some refiners, with legislative prospects uncertain. * Rising global tensions may increase challenges for American farmers due to higher input costs. * Advocates emphasise that higher ethanol blends benefit consumers during geopolitical instability.