Oil Supply Policy

Commodities Report: CBOT Corn Futures | 2026-03-22 00:00 UTC [XJQZ] | Unstable | unstable

Sunday, 22 March 2026 7:18AM UTC

subject_area: CBOT Corn Futures
target_market_code: corn
ticker: corn
regime_state: unstable
beliefs_count: 0
top_risk_flag: data_sparsity_missing_5B (high)
generated_at: 2026-03-22T00:00:00Z
sentiment_word: Unstable
late_breaking_alerts_count: 0
kill_switch_markets_count: 0

market	belief_id	claim	prob	dir	vel	horizon	kill_switch	fragility

(No admitted beliefs present in payload)

{
 "workflow_6B_CIS_output": {
 "snapshot_id": "6B_corn_2026-03-22T00:00:00Z",
 "timestamp_utc": "2026-03-22T00:00:00Z",
 "primary_asset_focus": {
 "name": "CBOT Corn Futures",
 "market_code": "corn"
 },
 "headline_sentiment_word": "Unstable",
 "headline_conviction_score_0_100": 15,
 "headline_fragility_score_0_100": 72,
 "commodity_registry": [
 "crude_oil",
 "gold",
 "natural_gas",
 "copper",
 "silver",
 "wheat",
 "corn",
 "uranium",
 "lithium",
 "coffee"
 ],
 "target_market_code": "corn",
 "target_resolution_source": "explicit",
 "scope_mode": "single_market",
 "analyzed_markets": [
 "corn"
 ],
 "regime_state": "unstable",
 "beliefs": [],
 "market_state_table": [
 {
 "market": "corn",
 "directional_state": "neutral_mixed",
 "momentum_state": "weakening",
 "reversal_risk": "medium",
 "state_change": "unchanged",
 "conviction_score_0_100": 15,
 "freshness_confidence": "low",
 "catalyst_type": "unclear",
 "stale_suppression_applied": true,
 "thesis_kill_switch": false,
 "late_breaking_alert": false,
 "fragility_score_0_100": 72,
 "supporting_belief_ids": []
 }
 ],
 "risk_flags": [
 {
 "flag": "data_sparsity_missing_5B",
 "severity": "high",
 "market": "corn",
 "detail": "workflow5b_output (trends/vip_outliers/risk_anomalies/physics) not provided; directional synthesis suppressed per client threshold/degraded-input policy."
 },
 {
 "flag": "stale_context_overhang",
 "severity": "medium",
 "market": "corn",
 "detail": "Only raw ingestion headlines available; no validated/fresh directional trend objects to anchor a stable corn futures thesis."
 }
 ],
 "candidate_actions": [
 {
 "market": "corn",
 "action": "stay_flat",
 "confidence": "high",
 "trigger_condition": "Until >=3 admitted, mapped corn-specific trend records (with timestamps + physics fields) are available."
 },
 {
 "market": "corn",
 "action": "volatility_watch",
 "confidence": "medium",
 "trigger_condition": "If new evidence arrives within <=6h showing accelerating, consensus directional pressure (contradiction ratio falling)."
 },
 {
 "market": "corn",
 "action": "reversal_watch",
 "confidence": "low",
 "trigger_condition": "If a fresh <=2h opposing corn-direction signal appears after a future directional state is established (late-breaking invalidation sentinel)."
 }
 ],
 "paper_trade_signal_pack": {
 "bullish_markets": [],
 "bearish_markets": [],
 "neutral_mixed_markets": [
 "corn"
 ],
 "high_reversal_risk_markets": []
 },
 "signal_timeseries": {
 "resolution": "1h",
 "lookback_hours": 24,
 "bucket_timezone": "UTC",
 "buckets": [],
 "recent_half_hour_overlay": {
 "enabled": false,
 "resolution": "30m",
 "lookback_hours": 6,
 "buckets": []
 },
 "summary": {
 "timeseries_peak_bullish": 0,
 "timeseries_peak_bearish": 0,
 "latest_inflection_direction": "flat",
 "latest_inflection_strength": 0,
 "signal_regime": "mixed_flat"
 }
 },
 "diagnostics": {
 "trends_seen": 0,
 "trends_admitted": 0,
 "cross_domain_merges": 0,
 "stale_suppression_count": 1,
 "reversal_flags_count": 0,
 "late_breaking_alerts_count": 0,
 "kill_switch_markets_count": 0,
 "timeseries_bucket_count": 0,
 "timeseries_overlay_bucket_count": 0,
 "target_market_custom": false,
 "target_market_unresolved": false,
 "input_gate_degraded": true,
 "notes": [
 "Client constraint: require minimum 3 evidence records before emitting direction; suppress direction if degraded.",
 "workflow5b_output missing; cannot compute recency-weighted directional score, contradiction ratios, or physics-based velocity/acceleration.",
 "Raw ingestion headlines were present but not admissible as 5B trend objects under this workflow contract; treated as context only."
 ]
 },
 "completion_state": "ready_for_workflow_8B"
 }
}

More on this

https://www.albertafarmexpress.ca/columns/hart-attacks/with-the-world-at-war-you-may-need-a-bunny-hug/ - * The article discusses the impact of ongoing Middle Eastern conflicts, including recent US and Iran hostilities, on oil prices and supply.* Oil production and shipments through the Persian Gulf are disrupted, increasing gas prices in Calgary to $1.50 per litre with forecasts of $2.* Higher oil prices are expected to raise nitrogen fertiliser prices in 2026, with urea, ammonia, and DAP prices already increasing in Egypt, the US, and globally.* Farmers are likely to face higher input costs, which may lead to increased food prices, but producers might absorb costs to support demand.* The article also promotes the Bunny Hugs Farmers podcast featuring Prairie farmers discussing various agricultural topics, created by Saskatchewan producers Dallas Leduc and Tyler Jaenen.
https://peakoil.com/publicpolicy/how-the-iran-war-threatens-global-food-supply - * A reduction in shipping traffic through the Strait of Hormuz due to conflict between the US, Israel, and Iran has caused a rise in fertilizer, oil, and natural gas prices. * Gulf countries are major producers and exporters of fertiliser ingredients, affecting countries like Pakistan, India, and Brazil. * Disruption to global fertiliser supply is predicted to cause immediate shortfalls without quick substitutes, impacting regions such as South Asia, East Africa, and the Middle East. * Rising fuel and fertiliser prices could reduce crop production and raise food prices worldwide, notably affecting poor regions and vulnerable households. * Export markets, including Indian rice and fruits, are suffering, affecting prices and international trade.
https://www.ksbw.com/article/nebraska-farmers-face-price-increases/70810032 - * Nebraska farmers face higher input costs due to disruptions in fertilizer supply caused by the war in Iran.* * The conflict has led to bottlenecks in the Strait of Hormuz, increasing fertiliser prices.* * Recent wildfires in Nebraska’s cattle regions have further strained livestock resources.* * Rising fuel prices, linked to the war, add additional expense for farmers.* * Farmers report already low or negative profitability before the latest increases.*
https://www.americanagnetwork.com/2026/03/21/senators-marshall-klobuchar-introduce-bipartisan-bill-to-boost-domestic-fertilizer-production/ - * Senators Marshall and Klobuchar introduced the Homegrown Fertilizer Act to strengthen the US fertiliser supply chain, expand innovation, and reduce input costs for farmers. * The bill prioritises investments in small and medium-sized domestic fertiliser producers and encourages next-generation nutrient alternatives. * It aims to stabilise fertiliser prices, reduce supply disruptions, and lower input costs for farmers. * The legislation includes a grant and loan programme for domestic production and innovation support. * The bill has support from Kansas agricultural organisations and aims to enhance US competitiveness and self-sufficiency in fertiliser supply.
https://arkansasadvocate.com/2026/03/21/repub/war-in-middle-east-causes-further-stress-on-us-farmers/ - * Corn farmers in the US face higher fertilizer prices due to conflict in the Middle East and global supply disruptions. * US imports about 40% of phosphate fertilisers from Saudi Arabia; Strait of Hormuz closure impacts availability and costs. * Duties on phosphate from Morocco and Russia keep prices high; US farmers called to seek removal of these duties. * Nitrogen fertiliser costs potentially increase by about $90 per acre; overall crop production costs projected to rise to $917 per acre in 2026. * US agricultural groups push for year-round sale of E-15 fuel to reduce costs and dependence on imports.
https://www.winnipegfreepress.com/business/2026/03/21/no-one-size-fits-all-answers-on-farm - ["* Farmers' production costs in Manitoba have risen around 50% over five years, exceeding inflation.", '* Fertilizer prices, including urea and anhydrous, have increased significantly since last autumn.', "* Diesel prices have risen by approximately one-third, adding to farmers' expenses.", '* The conflict in the Middle East and sanctions by China are affecting global fertilizer supply and prices.', '* Farmers are adjusting crop decisions and management practices in response to cost and market fluctuations.']
https://www.kcci.com/article/iowa-farmers-feel-sting-global-political-economic-uncertainty-prices/70807891 - * Iowa farmers are experiencing increased stress due to global political and economic conditions, including the war in Iran.* * Fertiliser costs have soared, with prices rising from $795 to $950 per tonne in early 2023.* * Limited fertiliser availability and high costs are linked to international conflict and control by a few companies.* * Farmers are delaying equipment repairs, upgrades, and hiring, risking long-term productivity.* * Policy solutions such as trade deals and comprehensive farm bills are proposed to alleviate pressures.*
https://www.farms.com/news/fertilizer-headlines-highlight-the-importance-of-stable-farm-supply-chains-239793.aspx - * Headlines highlight global tensions affecting fertilizer prices and potential impact on food prices. * Ontario farmers are monitoring fertilizer supply and pricing, managing risk, and planning ahead. * Some farmers have secured fertiliser for spring planting; others are finalising plans with suppliers. * Rising fuel costs also impact farm expenses, with farmers unable to pass costs to consumers. * Farmers adjust to global developments and market uncertainties.
https://www.wthr.com/article/news/local/indiana-farmers-facing-rising-costs-smaller-profit-margins-iran/531-1cdc534b-7275-407b-bd36-a5df532e819c - * Indiana farmers report increased input costs for fertilizer and fuel, with $40–50 more per acre for fertiliser compared to last year. * The rise is linked to the conflict in Iran and shipping slowdowns affecting supply chains. * Farmers are seeking ways to optimise profit margins amid shrinking returns from commodity prices. * Nine Indiana farm businesses declared bankruptcy last year, up from none in 2024. * Expert suggests trade resolutions and increased domestic utilisation could support farm profitability.
https://shalemag.com/section-45z-clean-fuel/ - * The US Department of Energy and Treasury implemented Section 45Z in the Inflation Reduction Act, starting in 2025. * The new performance-based credit incentivises low-carbon fuels, replacing previous technology-specific credits. * The credit amount depends on lifecycle greenhouse gas emissions, with a threshold of less than 50 kg CO2 per mmBTU. * Different rates are applied for SAF and non-aviation fuels, with higher rates for fuels produced with labour standards. * Producers must register with the IRS, and the credit is limited to the actual producer of the fuels."
https://www.americanagnetwork.com/2026/03/20/secretary-naig-announces-33-renewable-fuels-infrastructure-grants-to-expand-e15-access-across-iowa/ - * Iowa Secretary of Agriculture Mike Naig announced the approval of 33 ethanol infrastructure grants during a March 11 meeting. * The grants support projects at fuel retailers in 25 counties across Iowa, representing over $2.12 million in state cost-share funds. * The projects aim to install or upgrade equipment to offer E15 (Unleaded 88), increasing its availability at gas stations. * Iowa has invested over $72 million in renewable fuels infrastructure since 2006, with over $280 million matched by fuel retailers. * The state has prioritised biofuels to lower gas prices, increase consumer choice, and develop Iowa-grown markets, with more than 1,100 retailers selling E15. * More than 150 fuel retailers are investing in infrastructure to offer E15 by the end of 2026.
https://www.canadiancattlemen.ca/daily/farm-credit-canada-offers-aid-to-farmers-companies-affected-by-iran-war-price-spikes/ - * Farm Credit Canada (FCC) announced an extension of its Trade Disruption Customer Support Program, offering up to $500,000 credit lines to agriculture borrowers. * The support aims to help manage financial pressures caused by market shocks, including rising input costs. * Fertilizer prices have soared since the Iran war began, disrupting urea and sulphur supplies from the Gulf. * Farmers worldwide are struggling with fertilizer costs ahead of the northern hemisphere spring planting season. * Grain Growers of Canada suggested dropping tariffs on Russian fertiliser and exploring targeted support during price volatility.
https://civileats.com/2026/03/20/fertilizer-companies-face-congressional-scrutiny-over-potential-price-fixing/ - * U.S. senators introduced bills aimed at increasing transparency and domestic production of fertilizer. * Senator Josh Hawley sent a letter to top fertilizer companies regarding price gouging. * DOJ is reportedly investigating possible collusion among fertilizer firms. * Farm groups demand economic aid due to rising costs linked to fertilizer and fuel prices. * Activity reflects concerns over rising fertiliser prices and supply chain issues.
https://www.michiganagtoday.com/2026/03/20/corn-farmers-face-rising-costs-as-global-tensions-disrupt-supply/ - *Corn growers experience increased financial pressure due to high input costs and disrupted fertilizer shipments.* *Ongoing conflict involving Iran limits supplies through the Strait of Hormuz, affecting phosphate availability.* *Farmers are considering reducing fertiliser applications or bearing higher costs amid global instability.* *The article highlights the impact on the US corn sector during the planting season, with global market implications.*
https://www.n-tv.de/wirtschaft/Duengerpreise-explodieren-Iran-Krieg-trifft-Bauern-hart-id30492741.html - * Wegen des Iran-Kriegs stiegen die Düngerpreise signifikant, was die Frühjahrsaussaat erschwert. * Die Blockade der Straße von Hormus beeinträchtigt den Düngertransport, erhöht die Transportkosten und führt zu Lieferengpässen. * Die Preise für Stickstoffdünger, insbesondere Harnstoff, sind seit Kriegsbeginn um bis zu 70% gestiegen. * Lagerbestände an Import-Düngemitteln sind weitgehend aufgebraucht, was die Versorgungssicherheit bedroht. * Landwirte passen die Anbaupraktiken an, verzichten auf Düngemittel oder wechseln zu düngungsarmen Pflanzenarten.
https://www.michiganagtoday.com/2026/03/20/corn-farmers-face-rising-costs-as-global-tensions-disrupt-supply/ - * Corn growers face increased input costs and supply disruptions amid global tensions, including conflict involving Iran and sanctions on fertilizer shipments.* * Disruptions through the Strait of Hormuz threaten phosphate and other fertiliser supplies, particularly affecting U.S. imports from Saudi Arabia.* * Farmers are considering reducing fertiliser applications or accepting higher costs ahead of spring planting.* * Supply chain issues and economic challenges may lead to higher fertiliser prices and impact farm decisions.*
https://www.rawstory.com/farmers-2676455813/ - * Disruptions to fuel and fertilizer supply chains caused by Iran war impact United States farmers. * Strait of Hormuz closure affects 20% of global fertilizer trade. * Agriculture groups warn of price increases and supply shortages. * US farmers report increased fuel usage and concern over fertilizer availability. * Trump’s tariff policies have reduced demand for US crops. * The crisis exacerbates economic pressures on farmers, threatening profitability.
https://www.brownfieldagnews.com/news/epa-unaware-of-white-house-ag-event-casting-doubt-on-rvo-reveal/ - * The EPA was not aware of the White House event scheduled for March 27th, which may include an announcement on Renewable Volume Obligations (RVO) for 2026 and 2027. * American Coalition for Ethanol members visited Washington D.C. to meet with federal officials. * EPA did not confirm the inclusion of RVOs in the event and was unclear about the schedule. * ACE CEO Brian Jennings anticipates RVO decisions will be made by the end of the month. * Jennings supports EPA's proposed RVO figures from last year and expects them to be reflected in the final rule.
https://losangelesweeklytimes.com/iran-war-induced-fertilizer-shortage-threatens-farm-state-republicans/ - * The shutdown of the Strait of Hormuz caused by the war in Iran has increased fertiliser prices, affecting US farmers. * The prices of nitrogen fertiliser have risen from around $350 to nearly $600 per ton. * The disruption threatens crop production and food security amid low commodity prices. * Democrats highlight the issue ahead of US midterm elections, targeting rural support. * US lawmakers are considering additional aid packages for farmers and measures to resolve fertiliser supply issues.
https://southdakotasearchlight.com/2026/03/20/war-in-middle-east-causes-further-stress-on-u-s-farmers/ - * Corn farmers in the US are experiencing higher input costs, triggered by global fertiliser supply issues and rising prices. * The conflict in the Middle East has further impacted access to fertilisers, especially through the Strait of Hormuz. * Duties on phosphate fertilisers from Morocco and Russia have kept prices high, with shortages and availability problems. * The global market impact from supply disruptions affects American farmers' fertiliser costs, with nitrogen, phosphorus, and other inputs all affected. * The association calls for legislation supporting year-round E-15 fuel and relief from fertiliser duties.
https://www.ttnews.com/articles/senate-bill-fertilizer-price - * A bipartisan group of U.S. senators introduced a bill mandating fertilizer price reporting. * The bill aims to increase market information and domestic fertiliser production. * The legislation was prompted by recent surges in crop nutrient costs due to geopolitical events. * Farmers worldwide face fertiliser shortages before spring planting; politicians seek to assist. * Fertiliser is mainly produced outside the U.S., leading to opaque pricing, critics say.
https://www.morningagclips.com/afbf-economic-storm-worsens-for-americas-farmers/ - * Farmers face financial strain due to severe weather, high expenses, and global uncertainty. * A letter to President Trump outlines need for additional market relief, including support for crop growers, catastrophic weather aid, and demand stability initiatives. * Recent fertilizer and fuel price increases, partly due to Strait of Hormuz closure, exacerbate farmers' challenges. * The letter urges government action to prevent farm closures and maintain domestic agricultural capacity.
https://www.eenews.net/articles/congress-struggles-to-break-stalemate-on-ethanol/ - * Congress negotiating over the renewable fuel standard and ethanol exemptions in the US.* * The dispute affects President Trump’s pledge to support farmers.* * The issue revolves around whether refineries should compensate for exemptions in biofuel-blending obligations.* * Lawmakers are reviewing legislative proposals to resolve the disagreement.*
https://www.newsdakota.com/2026/03/20/ncga-press-call-implications-of-middle-east-conflict/ - * The National Corn Growers Association called on Congress to pass legislation for the year-round sale of E15. * The call was made during a press conference this week. * The group also urged U.S. fertilizer companies to seek removal of duties on phosphate imports from Morocco. * The statements highlight concerns over low corn prices, high input costs, and global trade volatility affecting farmers. * The focus is on policy and regulatory issues impacting the corn and ethanol sectors in the US.
https://www.brownfieldagnews.com/news/fertilizer-prices-rising-as-global-tensions-disrupt-nitrogen-supply/ - * An ag economist reports that tensions in the Middle East are causing disruptions in global nitrogen fertilizer supply. * Prices have increased over 30% since the closure of the Strait of Hormuz. * The disruption affects international markets and could lead to higher fertiliser feedstock prices. * Market uncertainty is expected to continue, with U.S. nitrogen imports peaking through May.
https://www.brownfieldagnews.com/news/frustration-builds-as-year-round-e15-faces-continued-roadblocks-ernst-says/ - * U.S. Senator Joni Ernst voices frustration over delays in federal approval for year-round E15. * Ernst states E15 could reduce consumer fuel costs and be added to the Senate’s farm bill. * The approval process faces hold ups from the Environment and Public Works Committee. * Small and mid-sized oil refiners are cited as the main obstacles. * President Trump has expressed willingness to sign legislation for year-round E15 if Congress approves.
https://www.brownfieldagnews.com/news/iowa-farmer-warns-fertilizer-price-spike-puts-growers-in-financial-crunch/ - * An Iowa farmer, Kevin Ross, warns rising fertilizer prices are impacting growers financially in southwestern Iowa.
https://drgnews.com/2026/03/19/trade-associations-ask-for-finalized-rfs/ - • Six trade associations wrote a letter to the White House requesting the finalisation of the 2026 and 2027 Renewable Fuel Standards. • The letter aimed to increase U.S. biodiesel and renewable diesel production during the Iran conflict. • It highlighted concerns over global oil market disruption, diesel fuel supply, and rising costs for U.S. goods and agriculture. • The associations state that finalising standards would enable the fuel industry to meet three percent of U.S. diesel demand. • Signatories include Clean Fuels Alliance America and the American Soybean Association.
https://www.brownfieldagnews.com/news/ace-urges-action-on-e15-as-fuel-prices-surge-amid-middle-east-tensions/ - * The American Coalition for Ethanol (ACE) advocates for legislative action on E15 fuel legislation. * ACE CEO Brian Jennings highlights pressure on Congress and EPA amid oil price spikes due to Middle East tensions. * The EPA is expected to release Renewable Volume Obligations for 2026 and 2027 soon. * The article mentions upcoming government events related to agriculture and biofuels at the White House. * The focus is on policy developments affecting ethanol and renewable fuel standards in the US.
https://www.agweek.com/news/policy/trump-invites-farmers-biofuels-producers-to-white-house-event - * President Donald Trump has invited farmers and biofuel producers to an agriculture event at the White House, planned for next week. * The White House is finalising new biofuel blending quotas for 2026 and 2027, which could impact ethanol and biodiesel demand. * The administration proposed increasing renewable fuel mandates to about 24.02 billion gallons in 2026 and 24.46 billion gallons in 2027. * The quotas influence ethanol, biodiesel blending requirements, and may affect crop markets and fuel prices. * The decision comes amid tensions between the oil and farm sectors over biofuel mandates, fuel prices, and geopolitical issues affecting exports.
https://www.marketbeat.com/stock-ideas/not-just-oil-3-fertilizer-stocks-boosted-by-hormuz-closure/ - * The closure of the Strait of Hormuz affects global fertiliser supply, raising prices for nitrogen, phosphate, and potash inputs. * Fertiliser prices, including urea and ammonia, have increased, with New Orleans urea prices reaching $680 per metric ton. * Fluctuations in fertiliser input costs benefit North American producers with supply chain resilience. * Nutrien Ltd., CF Industries, and Mosaic Co. are key beneficiaries, with stock movements reflecting the market impact. * Supply chain disruptions are forecast to influence farm-level fertiliser availability and crop management decisions.
https://www.moneytimes.com.br/china-restringe-exportacoes-de-fertilizantes-prejudicando-oferta-ja-apertada-pela-guerra-pads/ - * China limita exportações de fertilizantes, incluindo misturas de nitrogênio, potássio e fosfato, para proteger o mercado interno. * Medida levanta preocupação devido ao papel do país como maior exportador, responsável por mais de US$13 bilhões em embarques no ano passado. * Restrição afeta aproximadamente metade a três quartos das exportações chinesas, potencialmente até 40 milhões de toneladas. * A decisão impacta mercados globais, elevando preços internacionais de ureia em cerca de 40% e agravando escassez de fertilizantes. * Exportações para países como Brasil, Indonésia, Tailândia, Malásia, Nova Zelândia e Índia estão significativamente restritas, aumentando dependência de outros fornecedores.
https://www.biobased-diesel.com/post/verity-cibo-partner-to-deliver-45z-compliance-solution-for-biofuel-producers - * Verity Holdings LLC and CIBO Technologies Inc. announced a strategic partnership on March 17. * The collaboration aims to provide an end-to-end data and verification solution for biofuel producers. * The system enables generation of verified carbon-intensity scores and audit-ready documentation for the section 45Z clean fuel production credit. * The solution links farm-level practices with fuel production data to meet regulatory and market requirements. * Focuses on supporting ethanol producers, grain elevators, processors, and farmers in the US to participate in various carbon credit markets.
https://www.theguardian.com/business/2026/mar/14/farmers-struggle-iran-war-drives-up-costs-fuel-fertiliser - * The Iran conflict is affecting global fertiliser and fuel prices, with supply chain disruptions reported. * British farmers, such as James Cox, are experiencing increased costs for fertiliser and fuel, impacting planting decisions. * The closure of the Strait of Hormuz since the start of the war hampers the transport of fertilisers and fossil fuels. * Fertiliser prices, such as Egyptian urea, have risen by over 45%, leading to concerns about food price inflation. * Farmers are adjusting planting strategies due to rising input costs and market uncertainties, affecting crop yields and production decisions.
https://www.scmp.com/economy/china-economy/article/3347036/prolonged-iran-war-could-have-serious-impact-food-prices-says-uns-fao?utm_source=rss_feed - * The UN’s FAO warns conflict in the Middle East could significantly affect fertiliser supply and food prices if it lasts longer than three months. * Global fertiliser prices could stay 15 to 20 per cent above normal levels in the first half of the year. * Disruptions have blocked 3 to 4 million tonnes of fertiliser shipments per month, mainly through the Strait of Hormuz. * Countries including Iran, Saudi Arabia, and Oman are key exporters of nitrogen fertilisers, representing major global trade shares. * The conflict’s duration poses risks to agricultural input costs and planting seasons worldwide.
https://www.sheepcentral.com/fertiliser-shortages-could-hit-australia-in-late-may-june-collins/ - * Australian fertiliser shortages predicted to occur in late May or June if supply chains through the Strait of Hormuz remain disrupted. * The government has enough fertiliser for current cropping but warns stocks may tighten. * Industry representatives, farmers, and government officials are engaged in modelling and discussions to address potential supply issues. * Australia imports 95% of its urea requirement, primarily from the Middle East and China, with potential bottlenecks affecting the upcoming season. * The government exploring alternative sources and modelling regional production seasonality to mitigate supply risks.
https://www.brownfieldagnews.com/news/ag-groups-pushing-for-long-term-action-as-fertilizer-supply-concerns-continue-to-rise/ - * Several agricultural groups urge the Trump administration to ease fertilizer import constraints due to rising input costs and supply disruptions. * Lesley McNitt from the National Corn Growers Association highlights recent import duties on Morocco increasing costs for US farmers. * Farmers report higher fertiliser costs, with impacts on crop yields, especially nitrogen. * McNitt states domestic supplies are insufficient to meet US demand, with efforts underway to develop market expansion and policy solutions. * President Trump issued the Jones Act for 60 days to facilitate the flow of fertiliser and other resources into US ports during the crisis.
https://www.indiavision.com/international/not-just-energy-how-the-iran-war-could-trigger-a-global-food-crisis/600537/ - * The escalating conflict in Iran threatens global food security by disrupting fertilizer supply chains. * Sanctions on Russia and instability in Iran’s energy sector have curtailed supply of nitrogen-based fertilisers, increasing prices. * Rising costs lead farmers to reduce or forego fertiliser application, risking lower crop yields. * Reduced crop yields could cause food shortages, higher prices, and increased hunger, especially in developing nations. * International efforts are needed to de-escalate conflict, find alternative fertiliser sources, and support vulnerable populations. * The crisis could have widespread social and economic impacts across continents.
https://www.americanagnetwork.com/2026/03/18/ace-2026-dc-fly-in-marks-15-years-of-grassroots-advocacy-on-capitol-hill/ - * The American Coalition for Ethanol (ACE) held its 2026 DC Fly-In in Washington, D.C., on March 17-18, marking 15 years of advocacy. * Participants included ethanol producers, farmers, fuel retailers, and industry stakeholders from across the US. * Key issues discussed were year-round E15 legislation, the 45Z Clean Fuel Production Tax Credit, and Renewable Fuel Standard (RFS) targets. * The event aimed to promote domestic and global ethanol markets and clarify policy benefits related to low-carbon farming. * Over 300 individuals from more than 30 states have participated since 2009, advocating for biofuel policies.
https://www.koat.com/article/iran-war-hurting-farmers-fertilizer-prices-rise/70783508 - * Disruptions in the Strait of Hormuz due to war have increased fertiliser prices for Arkansas farmers, rising about $200 per ton since the conflict began. * Experts anticipate that higher production and transportation costs will lead to increased grocery prices, with some goods like chicken and beef potentially rising first. * The cost of fertiliser has increased from approximately $565 to $790 per ton, with fears of further increases. * Rising costs of diesel and fertiliser make farm production and transport more expensive, potentially affecting consumer prices. * Experts predict that higher grocery prices could persist even if the war ends immediately.
https://www.producer.com/opinion/farming-comes-with-plenty-of-decisions-that-can-create-regret/ - • Farmers reflect on land purchase timing, fertiliser costs, and crop contracting decisions. • Land value increases over past decades are now slowing or stabilising. • Fertiliser prices, especially nitrogen, have risen sharply in 2025, influenced by global events. • Canola prices spiked due to geopolitical tensions but are decreasing again. • Forward contracting and risk management decisions have notable financial implications. • The volatile agriculture environment affects year-to-year decision strategies.
https://www.agriland.ie/farming-news/eu-young-farmers-call-for-action-from-political-leaders-on-cost-crisis/ - * The EU organisation CEJA calls on political leaders to address rising energy and fertiliser costs amid regional conflicts. * The group highlights short-term measures like market monitoring and financial support, and long-term strategies such as developing EU fertiliser production and energy transition. * Concerns are raised about potential fertiliser supply shocks due to regional conflicts and transit disruptions. * The organisation advocates for resilience in the agri-food value chain and policy adjustments, including revising the Carbon Border Adjustment Mechanism.
https://www.biobased-diesel.com/post/iowa-biodiesel-board-celebrates-national-biodiesel-day-with-5-reasons-for-optimism-in-2026 - ['*The Iowa Biodiesel Board marks National Biodiesel Day with a positive outlook for 2026.', '*Highlights include the potential adoption of B30 biodiesel blend and a thriving B99 pump in Des Moines.', '*Legislation to extend and increase the Iowa biodiesel production tax credit is being considered.', '*Federal policy on clean fuel incentives and standards remains uncertain but shows signs of stabilising.', "*Industry aims for a return to profitability, supported by Iowa's feedstocks and infrastructure investments."]
https://biomassmagazine.com/articles/verity-and-cibo-partner-to-deliver-end-to-end-45z-compliance-solution-for-biofuel-producers - * The partnership aims to provide an end-to-end data and verification solution for biofuel producers to meet 45Z compliance requirements in the US. * The collaboration was announced on March 17, 2026, by Gevo Inc. * The solution connects farm-level practices with fuel production data, supporting participation in multiple credit markets including 45Z, Canada’s Clean Fuel Regulations, and state Low Carbon Fuel Standards. * The goal is to help renewable fuel supply chains, including ethanol producers, to generate verified carbon intensity scores and audit-ready documentation. * The partnership addresses the need for credible, auditable systems to link agricultural practices with regulatory reporting.
https://sigmaearth.com/trump-invites-farmers-biofuels-producers-to-white-house-event/?utm_source=rss&utm_medium=rss&utm_campaign=trump-invites-farmers-biofuels-producers-to-white-house-event - * The White House will host an event with farmers and biofuel producers ahead of decisions on new blending quotas. * The Renewable Fuel Standard is expected to increase sharply in 2026, affecting fuel markets, farm incomes, and agriculture. * Proposed biofuel blending targets are 24.02 billion gallons in 2026 and 24.46 billion gallons in 2027. * The quotas include ethanol, biodiesel, and other renewable fuels. * The event aims to address the impact of quotas on fuel prices, crop markets, and agricultural income.
https://www.brownfieldagnews.com/news/deputy-ag-secretary-says-e15-expansion-within-reach-despite-congressional-hurdles/ - * Deputy Ag Secretary Stephen Vaden expressed optimism for federal E15 solution by 2026 during a lecture at the University of Arkansas. * Vaden highlighted that E15 can be available at all gas stations in the US and that the country has sufficient corn production. * The bill faces uncertain legislative prospects, with some Senate support and exclusion from the House Ag Committee's version. * The focus is on increasing access to cheaper ethanol-blended fuel amid high gasoline prices. * The developments impact biofuel policy and corn-based ethanol markets in the US.
https://www.freshplaza.com/europe/article/9820864/hungary-urges-eu-to-lift-fertilizer-tariffs-as-costs-rise/ - * Hungary calls for the suspension of EU tariffs and duties on fertiliser imports from Russia and Belarus, citing rising prices and supply uncertainty, as of 2023. * Hungarian Agriculture Minister István Nagy requests a temporary reduction of levies to zero. * Hungary relies on imports for phosphorus and potash, while domestic production is limited to nitrogen fertilisers. * EU increased duties on Russian and Belarusian fertiliser imports in 2025 following the war in Ukraine. * Disruptions linked to Iran, including the blockage of the Strait of Hormuz, increase costs due to higher fuel and raw material prices. * The European Commission rejected Hungary’s proposal to review restrictions on Russian gas imports; market conditions remain volatile.
https://www.ttnews.com/articles/iran-farmers-cost-fertilizer - * The war in Iran has increased fertiliser prices in the US, with some farmers expecting to pay significantly more. * Disruptions in shipping through the Strait of Hormuz have limited fertiliser exports from the Middle East, raising costs. * Farmers face potential fertiliser shortages due to supply chain disruptions and limited reserves. * There are ongoing efforts by US government agencies to mitigate cost impacts, including expanding imports from Venezuela. * Fertiliser price increases are adding pressure on farmers during a period of low crop prices and financial strain.
https://www.businesstoday.com.my/2026/03/18/palm-oil-fertiliser-orders-paused-as-middle-east-conflict-drives-prices-up/?utm_source=rss&utm_medium=rss&utm_campaign=palm-oil-fertiliser-orders-paused-as-middle-east-conflict-drives-prices-up - * Malaysian fertiliser producers halt new orders amid supply disruptions linked to Middle East conflict. * Disruptions caused by the near-closure of the Strait of Hormuz and rising production costs. * Union Harvest and FGV Fertiliser suspend sales of urea, ammonium sulphate, muriate of potash. * Suspension highlights the vulnerability of Southeast Asia's palm oil industry to geopolitical tensions. * Supply chain issues affect fertiliser availability and costs for Malaysian palm oil producers.
https://www.news4jax.com/news/national/2026/03/18/iran-war-has-us-farmers-worried-about-the-cost-and-availability-of-fertilizer/ - * US farmers face a 40% increase in fertilizer prices due to the Iran conflict, leading to higher input costs in 2023. * Disruptions in shipping through the Strait of Hormuz have restricted fertilizer exports and increased prices. * Experts warn some farmers may be unable to obtain sufficient fertilizer during the planting season. * Domestic fertiliser production mitigates some supply issues, but rising energy prices add to costs. * US government efforts include increased imports from Venezuela and aid payments to support farmers. * Despite higher costs, farm bankruptcies remain low, and crop prices are climbing.
https://www.brownfieldagnews.com/news/fertilizer-companies-face-farmer-requests-for-tariff-relief-lawsuit/ - * Ag groups have asked Mosaic and J.R. Simplot to drop support for phosphate import duties. * A class action lawsuit was filed against major fertilizer producers and distributors over alleged price fixing and supply restraint. * The lawsuit targets companies including Mosaic, Nutrien, CF Industries, Koch, Yara, and Canpotex. * The dispute involves nitrogen, phosphorus, and potassium fertiliser pricing and supply. * As of Tuesday, no responses from companies or judge assignment in the Colorado District Court.
https://www.channelnewsasia.com/commentary/iran-war-fertiliser-food-price-hike-asia-5998526 - * The article discusses expectations of energy market recovery following US comments on Iran conflict. * Fertiliser prices did not decrease despite energy market signals, raising concerns. * Agriculture remains sensitive to disruptions, affecting farmers' crop choices and yields. * Short-term Iran-related turmoil could lead to long-term fertiliser supply issues affecting farming decisions.
https://www.radioiowa.com/2026/03/17/ethanol-supporters-say-e-15-brings-much-cheaper-pump-prices/ - * Gasoline prices in Iowa increased by 88 cents per gallon in the past month, with E-15 ethanol blend considered to reduce costs. * Nick Bowdish, president of Siouxland Ethanol, supports year-round E-15 sales, citing archaic fuel regulations. * Federal restrictions limit E-15 sales during June to mid-September over air-quality concerns; legislative action is pending. * Iowa Senator Chuck Grassley and other officials advocate for approval of year-round E-15. * Geoff Cooper of the Renewable Fuels Association discusses potential emergency waivers to enable summer sales, potentially saving drivers up to 50 cents per gallon.
https://journalrecord.com/2026/03/17/trump-white-house-farmers-biofuel-quotas/ - * President Donald Trump invited farmers and biofuel producers to a White House agriculture event next week. * The administration plans to finalise biofuel blending quotas for 2026 and 2027 by the end of the month. * The quotas impact ethanol, biodiesel mandates, fuel prices, and crop markets. * The proposed mandates for 2026 and 2027 are about 24.02 billion gallons and 24.46 billion gallons respectively. * The decision affects U.S. energy and agricultural sectors, with potential implications for fuel prices and crop demand.
https://www.brownfieldagnews.com/news/anticipation-builds-for-possible-trump-biofuel-policy-reveal-at-white-house-event/ - * The Trump administration may announce new biofuels policy next week at the White House. * Senator Chuck Grassley hopes for specific Renewable Volume Obligations (RVOs) for 2026 and 2027 to be announced at the event. * The industry awaits official details on fuel additive mandates and RVOs. * The EPA’s decision on RVOs is expected around the end of March. * The event is adjacent to the US agriculture sector, with involvement of farmers and biofuel producers.
https://www.grainews.ca/daily/iran-war-disrupts-global-fertilizer-markets-spring-planting/ - * As the Iran conflict enters its third week, Gulf fertilizer plants have shut down or reduced output due to energy supply disruptions. * Fertilizer production relies heavily on natural gas, with energy comprising up to 70% of costs. * The Strait of Hormuz closure impacts 33% of global trade and 20% of oil and LNG transit, affecting regional energy and fertiliser supply. * Several countries, including Qatar, India, Bangladesh, Australia, and Egypt, have halted or warned of delays in fertilizer production. * Fertiliser prices in the Middle East have surged 40%, with potential to double if the conflict continues, impacting global markets and farm inputs.
https://www.brownfieldagnews.com/news/ongoing-drought-threatens-western-corn-belt-production-outlook/ - * An ag meteorologist reports ongoing drought in the Western Corn Belt with no end in sight. * Conditions have been deteriorating for several months, impacting soil moisture and crop growth. * Lack of winter precipitation, high winds, and above-normal temperatures have depleted soil profiles. * Experts warn that if moisture does not arrive by May, the growing season could be severely affected. * Long-term models suggest possible above-normal moisture during mid-to-late summer.
https://www.biobased-diesel.com/post/trade-associations-to-president-trump-finalize-rfs-to-boost-america-s-energy-security - * Six trade associations wrote to President Trump on March 17, urging finalisation of the 2026 and 2027 Renewable Fuel Standard volumes.* The letter highlights the need to increase U.S. biodiesel and renewable diesel production amid global oil market disruption.* The associations represent farmers, feedstock providers, and clean-fuel producers across the biobased diesel value chain.* They emphasise that finalising the RFS rule would enable the industry to meet 3% of the nation’s diesel demand, reduce reliance on foreign oil, and help lower diesel prices.* In 2024, the industry produced over 5 billion gallons of fuel, meeting 10% of US on-road diesel demand.
https://www.biobased-diesel.com/post/despite-declining-revenue-in-2025-futurefuel-increasingly-optimistic-about-2026-biodiesel-market - * FutureFuel's revenue for 2025 was down 61%, with a net loss approaching $50 million.* *The company resumed biodiesel production in December 2025, supported by regulatory clarity and rising renewable volume obligations.* *FutureFuel is optimistic about the 2026 biodiesel market despite higher input costs.* *Construction of a new methacrylate plant was completed late in Q4 2025, with expected revenue contributions beginning in 2026.* *Demand opportunities are expanding supported by reshoring trends and company investment in capacity and production upgrades.*
https://www.wdef.com/trump-hosting-big-white-house-event-around-epas-biofuels-mandates-decision/ - * President Trump planned a White House event on March 27 to celebrate agriculture and focus on biofuels industry. * The event coincides with the upcoming EPA decision on renewable volume obligations (RVOs) for biofuels. * The RVOs mandate the blending of biofuels like corn-based ethanol into the fuel supply. * The event may influence market speculation regarding the biofuel mandates. * The broader political context includes efforts to maintain support from agricultural communities before midterm elections.
https://www.assahifa.com/english/morocco/washington-eyes-morocco-fertilizer-supplies-to-offset-war-driven-shortages/ - * The White House has announced discussions with Morocco to secure fertilizer supplies amid global supply disruptions caused by ongoing conflicts. * The US is seeking alternative sources of fertiliser, including Venezuela and Morocco, to mitigate shipping constraints and rising prices. * War in the Middle East has disrupted nitrogen-based fertiliser flows from the Gulf region, increasing global prices by over one-third. * US agricultural organisations have called for the removal of duties on Moroccan phosphate fertiliser imports to reduce costs for farmers. * Rising fertiliser prices due to geopolitical tensions and trade measures threaten farm profitability and food prices.
https://www.livescience.com/planet-earth/iran-war-could-create-a-fertilizer-shock-that-impacts-agriculture-and-raises-food-prices - * A potential closure of the Strait of Hormuz due to Iran's conflict would disrupt shipments of natural gas, ammonia, urea, and LNG, affecting fertiliser supply. * Disruption would likely lead to higher fertiliser prices and delays in deliveries, impacting farmers' planting decisions. * Reduced fertiliser availability could cause significant declines in crop yields, risking global food security. * Many countries, including India, Brazil, and the US, rely on imports or regional supplies of fertilisers. * The shock would also impact sulphur production, further reducing fertiliser availability and crop yields. * Prices of fertilisers may rise, leading to food price inflation and potential social unrest.
https://www.lanacion.com.ar/economia/campo/cambio-abrupto-se-modifico-la-forma-de-compra-de-insumos-agricolas-nid17032026/ - * The 2026/27 crop season begins with very low inventory levels in the agricultural inputs supply chain, according to AZ-Group. * Distributors' stocks of herbicides and insecticides for 2025/26 are below the four-year average. * Farmers hold minimal stocks of herbicides and insecticides, only enough for short-term application. * Fertiliser stocks for phosphorus and nitrogen are nearly exhausted once current application levels are completed. * The shift from stock management to dynamic purchasing will likely lead to real-time buying behaviours driven by immediate needs. * The reduced stock levels and change in procurement approach may influence input supply markets and farm management decisions.
https://www.middleeastmonitor.com/20260317-blocking-fertilisers-the-hormuz-strait-and-agricultural-shock/ - ['* The closure of the Strait of Hormuz, caused by the Iran War, is disrupting fertiliser supplies, leading to price increases and supply risks globally.', '* Gulf accounts for a significant share of seaborne urea, sulphur, ammonia, and phosphates exports, with immediate effects on major producers declaring force majeure.', '* Countries heavily reliant on fertiliser imports, including Brazil, India, China, and Middle Eastern nations, face supply shortages and rising costs amid the conflict.', '* Natural gas disruptions, essential for fertiliser production in Egypt and South Asian countries, compound supply issues.', '* Industry stakeholders, including the US Farm Bureau, have urged government intervention to safeguard supply chains and mitigate economic impacts on agriculture.']
https://www.vietnamplus.vn/san-luong-ngo-cua-argentina-co-the-dat-muc-cao-ky-luc-moi-post1099428.vnp - * Argentina's corn yield forecast for 2025-2026 is approximately 62 million tonnes, potentially setting a new record. * Production increase driven by expanded planting area and improved yields after favourable rainfall. * Argentina is one of the world's largest corn exporters, expected to boost export volume in 2026. * Total grain production may reach around 160 million tonnes, contributing over 34 billion USD to export revenues. * Corn exports in 2025 are projected at 36-38 million tonnes, worth about 6.5 billion USD, with significant reliance on port operations in Rosario.
https://www.aginfo.net/report/64968/Washington-State-Farm-Bureau-Report/War-and-Fertilizer - * The impact of military action in Iran affects US farmers through disruptions in maritime routes.* Shipping disruptions threaten fertilizer supplies needed for planting season.* The American Farm Bureau Federation urges government intervention to secure fertiliser shipments.* Disruptions could lead to higher prices and jeopardise US food security.* The call for Navy involvement aims to ensure safe transit of agricultural cargo.*
https://countercurrents.org/2026/03/blocking-fertilisers-the-hormuz-strait-and-agricultural-shock/ - * The closure of the Strait of Hormuz due to the Iran War has affected fertiliser supply and prices. * Egyptian urea prices have increased by 25%, reaching $625 per metric tonne. * Gulf region accounts for significant exports of urea, sulphur, ammonia, and phosphates, with disruptions impacting global markets. * Countries like Brazil, India, China, and others relying on Gulf fertiliser imports face supply risks. * The supply chain disruptions threaten farm margins and food security, sparking calls for US intervention and policy measures.
https://ukragroconsult.com/en/news/china-has-restricted-fertilizer-exports-amid-the-growing-crisis/ - * China has ordered domestic exporters to suspend exports of nitrogen-potassium fertiliser blends. * The Chinese government confirmed export restrictions on urea, leading to increased prices. * Global fertiliser prices, especially urea, have risen significantly amid the crisis. * The conflict in the Middle East has disrupted fertiliser supplies and raw material costs. * A significant volume of fertiliser is stranded in Persian Gulf countries, affecting global markets. * Production disruptions and rising costs threaten crop yields during the planting season.
https://www.ilsole24ore.com/art/non-solo-petrolio-hormuz-passa-terzo-fertilizzanti-mondiali-ecco-l-impatto-sull-agricoltura-ue-e-italiana-AIta0XzB - * Confagricoltura avvisa che le operazioni di concimazione primaverile potrebbero essere compromesse a causa della crisi geopolitica. * La guerra in Medio Oriente ha fatto schizzare i prezzi dei fertilizzanti, aumentando del circa 50% i costi. * Un aumento dei prezzi dei fertilizzanti rischia di compromettere i raccolti di mais, soia, sorgo e grano. * Lo squilibrio tra domanda e offerta sta alimentando speculazioni nel settore fertilizzanti. * La scarsità di urea, importante fertilizzante azotato prodotto dal gas naturale, è motivo di particolare preoccupazione.
https://thewest.com.au/business/bulls-n-bears/aguia-launches-homegrown-brazilian-fertiliser-at-farm-mega-expo-c-21970097 - • Aguia Resources unveiled its Pampafos natural phosphate fertiliser at Expodireto Cotrijal 2026 in Rio Grande do Sul, Brazil. • The product aims to reduce Brazil’s reliance on imported fertilisers and improve supply chain security. • Aguia plans to mine and process the fertiliser at its Tres Estradas project, with early market support including MOUs for 44,000 tonnes. • The project nearing commissioning, with operations scheduled for April. • The launch aligns with a strategic move to supply a domestic market amid rising global sulphur prices and supply disruptions.
https://farmtario.com/crops/what-iran-conflict-means-for-ontario-fertilizer-prices/ - * The Iran conflict and Strait of Hormuz disturbances could increase uncertainty and further disrupt fertilizer supply and prices in Ontario. * Ontario farmers face high fertilizer costs due to Russian import tariffs and trade disruptions from Iran. * Farmers report rising prices and limited clarity on fertilizer availability. * The tariffs on Russian fertilizers have been costly, with Eastern Canadian farmers most vulnerable. * Transportation costs and global market dynamics also influence fertilizer prices. * Farmers and the Grain Farmers of Ontario seek government intervention to lift tariffs affecting input costs.
https://www.thecattlesite.com/news/fertilizer-shortages-threaten-spring-planting-in-us-canada - * Fertilizer shortages in US and Canada threaten spring planting and crop outlooks. * Prices for available fertilisers have surged over a third since the Iran war disrupted global trade. * US faces about 25% shortfall in fertiliser supplies for spring planting; supplies at retail are empty or priced prohibitively. * US Treasury is supporting increased Venezuelan fertiliser imports amid declining Venezuelan production. * Critical nitrogen fertiliser supplies are affected by Iran war, with over 30% of exports passing through the Strait of Hormuz. * US government officials and farmer groups are discussing measures to control costs and secure supply.
https://www.brownfieldagnews.com/news/war-abroad-costs-at-home-fuel-and-fertilizer-prices-rise-for-farmers/ - * The conflict in the Middle East is causing increases in agricultural input prices, including fertiliser and fuel. * Bryan Biegler, a corn and soybean grower in Southwest Minnesota, purchased fertiliser and fuel before prices rose. * Fertiliser prices for phosphate and potassium increased from $905 to over $950 per ton; diesel fuel prices are also higher. * Farmers are concerned about future costs if the conflict continues. * The article highlights the impact of geopolitical conflict on input costs for farmers.
https://potatocountry.com/2026/03/16/ara-leads-letter-to-president-trump-expressing-concern-over-fertilizer-supply-chain-disruptions/ - * The Agricultural Retailers Association (ARA) and 24 state agribusiness associations sent a letter to President Donald Trump about fertiliser supply disruptions. * The letter highlights the impact of these disruptions on agricultural production and rural economies. * Proposes immediate and long-term solutions to alleviate supply chain issues. * Emphasises ripple effects on rural communities, jobs, and local economies. * The article is a factual report from industry associations regarding supply chain concerns.
https://www.globenewswire.com/news-release/2026/03/16/3256709/17942/en/FutureFuel-Releases-2025-Results.html - * FutureFuel announced financial results for 2025, with significant revenue decrease and net losses compared to 2024. * The company highlighted operational initiatives in chemicals and biofuels segments, including construction of a new methacrylate plant and restart of biodiesel production. * Regulatory clarity from IRA 45Z and RVO projections supported optimism for 2026, despite market challenges. * FutureFuel declared a $0.06 dividend for Q1 2026 and reported cash and equivalents of $51.3 million. * The report notes impacts of policy, input costs, and market demand on biofuel segment and overall revenues.
https://www.allagnews.com/corn-leads-weekly-export-sales-cotton-shipments-jump/ - * U.S. corn export demand increased, with net sales of 79.6 million bushels for 2025–2026, supported by global buyers. * Corn shipments totalled 66.7 million bushels, led by Mexico and South Korea. * Cotton shipment volume reached a marketing-year high of 282,200 bales, led by Vietnam, Pakistan, Turkey, China, and Indonesia. * Livestock exports, including beef and pork, remained steady with notable Asian and North American buyers. * The export outlook remains positive due to strong demand for corn and cotton.
https://www.thefencepost.com/news/middle-east-tensions-raise-spring-planting-concerns/ - * Geopolitical tensions involving Iran and Persian Gulf countries add uncertainty to global energy and fertilizer markets, impacting US farmers' planning for 2026 spring planting. * Disruptions in the Strait of Hormuz, a key energy and fertiliser trade route, can affect the supply and price of nitrogen fertilisers, especially urea and ammonia. * The Middle East accounts for nearly 49% of global urea exports and 30% of ammonia exports; disruptions could impact global fertiliser prices. * US fertiliser imports (notably potassium, nitrogen, phosphate) remain sensitive to global trade disruptions, influencing domestic prices. * Rising energy prices, especially diesel, increase costs for farm operations and fertiliser production. * US farmers in the South, Corn Belt, and northern states are preparing for planting, with fertiliser purchase and application affected by global supply conditions. * Approximately 50% of nitrogen applied to corn, 28% to cotton, and 42% to spring wheat are used in spring, making availability critical during early planting. * Global fertiliser supply and energy market disruptions are expected to influence input costs, farm decisions, and crop yields in 2026.
https://www.eenews.net/articles/hormuz-logjam-highlights-us-reliance-on-imported-fertilizer/ - - The US Department of Agriculture pledged nearly a billion dollars to reduce reliance on imports following fertilizer price surges. - Iran’s closure of the Strait of Hormuz affects US fertiliser supply chains. - The Biden administration’s expansion programme for fertiliser production has limited impact on meeting domestic needs. - Supply chain disruptions highlight vulnerabilities in US farm input availability.
https://www.newsdakota.com/2026/03/16/u-s-ethanol-production-climbs-to-multi-week-high/ - * U.S. ethanol production increased during the week ending March 6, reaching the highest levels in several weeks, according to the U.S. Energy Information Administration. * The rise signals stronger demand for corn-based biofuel as the industry enters the spring driving season. * Ethanol production benefits demand for corn, which industry consumes about one-third of annually. * Analysts note improved margins due to rising energy prices and steady fuel demand. * The sector also benefits from export demand and federal renewable fuel policies, with record production in 2025 highlighting its importance in energy markets and rural economies.
https://www.thehindubusinessline.com/economy/agri-business/iran-war-could-affect-fertilizer-sector-impacting-indian-agriculture/article70749713.ece - * The Iran war has disrupted shipments through the Strait of Hormuz, affecting supply of sulphur and other key chemicals. * The conflict risks impacting the global fertiliser market, with potential cascading effects on prices and availability. * India faces the greatest risk due to its timing of fertiliser demand, particularly for corn planting in May. * Prices for fertilisers such as urea and DAP have surged globally due to shipping disruptions. * The conflict’s short duration is expected to moderate impacts, but prolonged conflict may lead to reduced fertiliser application and lower crop yields.
https://discoverwestman.com/articles/shutdown-of-strait-of-hormuz-is-a-nightmare-scenario-for-the-agriculture-sector-2 - * The conflict in the Middle East led to the shutdown of the Strait of Hormuz, affecting global fertilizer exports. * Fertilizer prices, especially urea, increased significantly following tensions and military strikes involving the US, Israel, and Iran. * Shipping disruptions are causing reduced fertiliser production and supply chain issues worldwide. * Ongoing supply issues include reduced nitrogen production in Europe and export restrictions in China. * Potential impacts include tighter phosphate markets and regional supply challenges, especially in Europe and Australia. * Farmers globally will face higher input costs due to supply constraints.
https://www.edp24.co.uk/news/25933686.iran-war-sparks-soaring-fuel-fertiliser-prices-farms/?ref=rss - ['*The conflict in Iran and disruptions in the Strait of Hormuz have caused a 20-25% rise in fuel and fertiliser prices in the last two weeks.', '*Farmers in East Anglia face increased costs and financial uncertainty due to supply shortages and rising input prices.', '*A North Norfolk farmer reports securing necessary inputs but warns of the impact on future crop profitability and decision-making.', '*The price increases threaten farm operations and crop planting decisions due to higher input costs and budget adjustments.']
https://www.beefcentral.com/lotfeeding/feedgrain-focus-northern-values-jump-as-input-costs-hit/ - * Heavy rain and flooding in Queensland and northern New South Wales impact crop conditions, with regional variations in rainfall. * Uncertainty around fertiliser and fuel supply and prices due to Middle East conflict influences market and farm decisions. * Fuel prices have increased by around 25%, adding approximately $3.50 per tonne to freight costs, affecting logistics and farm economics. * Sorghum prices have risen by about $10 per tonne, with export activity to China noted. * Limited wheat and barley stocks influence farmer selling behaviour; high fertiliser and fuel costs are causing some growers to consider fallowing. * Market volatility and uncertainty have led to cautious planting intentions with potential for a reduced crop size. * In Victoria, boosted rainfall and high input costs result in a positive outlook despite expensive fertiliser and fuel. * Industry stakeholders expect prices to stabilise, with some forecasts of a temporary impact from geopolitical tensions.
https://www.cbsnews.com/video/iowa-farmer-iran-war-amplifies-problem-high-fertilizer-prices/ - - The Fertilizer Institute states the Iran war is disrupting the fertilizer supply chain and increasing prices by approximately 30%. - Lance Lillibridge, a farmer from Vinton, Iowa, discusses the impact of the conflict on fertilizer costs. - The article relates to supply chain conditions and pricing trends for fertilisers, specifically in the context of geopolitical conflict. - The coverage focuses on recent market impacts and regional implications within the agricultural sector.
https://readthejoe.com/economy/the-strait-of-hormuz-is-giving-us-fertilizer-makers-their-best-run-in-years/ - * The Strait of Hormuz disruption has become the most expensive bottleneck in agriculture. * About one-third of global fertilizer shipments are affected, increasing prices. * US fertiliser companies benefit from higher prices as global supply tightens. * North American fertilizer prices exceed previous peak, and import prices in New Orleans rise. * European natural gas prices have surged, narrowing the cost gap with US producers. * Farmers face higher costs and may reduce corn planting in favour of soybeans. * US government warns against price gouging amid supply disruptions and planting deadlines.
https://www.ekathimerini.com/opinion/1298000/production-at-risk-from-rising-fertilizer-prices/ - ["* Fertiliser prices surge due to supply disruptions following Qatar's natural gas production halt and closure of the Strait of Hormuz.", '* The price of urea increased by nearly 30% in days, with a 52% rise year-on-year.', '* Gulf and Middle Eastern countries account for a significant share of global urea and nitrogen trade.', '* Fertiliser shortages threaten crop production, raising grain and bread prices, impacting economies including Greece.', '* Rising input costs threaten domestic agriculture and farm profitability.']
https://www.club-k.net/index.php?option=com_content&view=article&id=59812:fertilizantes-mais-caros-ameacam-programas-agricolas-em-angola-e-pressionam-custos-de-producao&catid=2:sociedade&lang=pt&Itemid=1069 - * The rise in international fertiliser prices, driven by tensions and logistics issues, impacts Angola's agricultural development programmes. * Urea prices increased by approximately 43% between March 2024 and February 2026, with global fertiliser indices also rising. * Angola relies on imports from China and Morocco, with Morocco supplying nearly three-quarters of NPK imports. * Higher fertiliser costs could significantly reduce programme coverage and crop productivity, especially in insumos-dependent projects. * Experts suggest diversifying suppliers, improving fertiliser efficiency, and investing in logistics as responses to mitigate impacts.
https://www.vietnamplus.vn/dam-bao-nguyen-lieu-phoi-tron-xang-sinh-hoc-e10-can-chinh-sach-dai-han-post1098935.vnp - * Vietnam plans to implement E10 biofuel nationwide from 1 June 2026, requiring reliable ethanol supply. * Current domestic ethanol production covers around 40% of demand; the rest will need to be imported. * Imports from the US, Brazil, and possibly other countries are considered essential to meet the demand. * Key companies like Petrolimex and PVOIL have prepared infrastructure for E10 distribution. * Vietnam aims to promote local ethanol production by developing related policy, regulation, and regional supply chains.
https://www.farms.com/ag-industry-news/sask-farmer-say-he-knows-why-fertilizer-companies-come-out-ahead-when-markets-are-disrupted-502.aspx - * A Saskatchewan farmer discusses how fertilizer market structure, global shocks, and supply disruptions benefit manufacturers. * The farmer explains that high industry concentration, inelastic demand, inventory lag, geopolitical events, and retail integration contribute to price gains. * Prices tend to rise rapidly during crises and fall slowly, creating margins favourable to producers. * Farmers face timing issues and margin compression due to structural market differences compared to grain markets. * The discussion arises amid elevated fertilizer prices linked to global conflicts and supply constraints.
https://www.tsln.com/news/congressman-sorensen-fights-for-corn-growers-and-lower-gas-prices-with-the-sale-of-year-round-e-15/ - * Congressman Eric Sorensen introduces an amendment to the farm bill to permit year-round sale of E-15, aiming to increase demand and support farmers. * The amendment was blocked by House Ag Committee Republicans along party lines, citing jurisdictional issues. * Sorensen highlights the economic struggles of corn growers and the potential of E-15 to provide affordable fuel. * The Rural Domestic Energy Council had set a deadline to advance the provision, which has now passed. * Discussions continue at the Senate level, with potential for legislation to include E-15 provisions.
https://www.sueddeutsche.de/politik/iran-krieg-liveblog-usa-oelinsel-kharg-angriff-li.3395676 - * The blockade of the Strait of Hormuz due to Iran war causes fertiliser shortages in North America. * US farmers lack about 25% of usual fertiliser supplies, with prices rising over a third since the war began. * US imports about half of its urea fertiliser from abroad, with market disruptions and higher export prices. * The US market faces risks of shipments being rerouted or foreign export of existing stockpiles. * Fertiliser delays from the Persian Gulf threaten future crop fertilisation for 2026. * The US farmers' association warns shortages could affect national food supplies.
https://gnnhd.tv/news/54275/how-the-war-in-iran-threatens-food-supply-everywhere - * The Strait of Hormuz, a key maritime route for global oil, gas, and fertiliser exports, has been effectively closed due to military conflict involving Iran, the US, and Israel. * The closure has led to surging oil and gas prices, fuel shortages, and disruptions in nitrogen and sulphur fertiliser exports. * Disruptions threaten spring planting in the northern hemisphere, potentially reducing crop yields and increasing costs for farmers. * The war exposes vulnerabilities in the global supply chain for fertilisers, with no strategic reserves and heavy reliance on imports from the Gulf. * The conflict risks deepening food insecurity, particularly in nations like India, China, Indonesia, and African countries, especially those already facing famine or high fertiliser prices.
https://www.brownfieldagnews.com/news/farmers-concerned-over-fertilizer-duopoly/ - * Two corn farmers in the Northern Plains express concern over market consolidation in the US fertilizer industry leading to higher prices. * Farmers highlight lack of competition and the influence of two major companies on fertiliser pricing. * Calls for investigation by the USDA and Department of Justice into market concentration and anti-trust issues. * Farmers report significant price increases in phosphorus and nitrogen fertilisers, impacting farm costs. * 14 state corn grower associations have requested updates on the investigations.
https://coloradobiz.com/iran-war-fertilizer-shortage-us-farmers/ - * The Iran war has disrupted global fertilizer shipments, impacting US farmers' supplies. * U.S. farmers are about 25% short of spring fertiliser supplies. * Fertiliser prices have increased over 30% since the conflict began. * The Strait of Hormuz blockade has halted over 30% of nitrogen fertiliser exports. * US officials are working on measures to address the shortages and rising costs.
https://farmtario.com/crops/corn-soybeans-ontario-planting-2026/ - * Fertilizer supply disruptions and volatile oilseed prices complicate planting decisions for Ontario growers in 2026. * Global nitrogen and phosphate markets are tight due to geopolitical conflicts, affecting supply chains. * Growers are advised to diversify crop rotations to manage risk and address weed pressures. * Experts recommend examining production costs and soil fertility practices for potential savings. * Weather remains the primary factor influencing crop acreage shifts, rather than economic considerations.
https://www.sueddeutsche.de/politik/iran-krieg-liveblog-usa-chamenei-belohnung-millionenhoehe-tankflugzeug-absturz-irak-tote-li.3395676 - * Die Blockade der Straße von Hormus führt zu Düngemittelknappheit in den USA und Kanada. * US-Bauern fehlen etwa 25 Prozent der üblichen Vorräte für die Frühjahrsaussaat. * Preise für verfügbare Düngemittel sind seit Kriegsbeginn um mehr als ein Drittel gestiegen. * Die Lage könnte sich verschärfen, da höhere Preise andere Länder anziehen. * Die transportbedingte Verzögerung gefährdet die landwirtschaftliche Produktion 2026.
https://www.freightwaves.com/news/strait-of-hormuz-closure-how-supply-shocks-threaten-american-crops - * Farmers warn that the closure of the Strait of Hormuz could increase fertilizer prices as planting season begins in the US. * Ships moving 30% of fertilizer inputs and 20% of crude oil pass through the Strait. * Disruptions could lead to higher input costs, affecting crop production and food prices. * The American Farm Bureau Federation urges President Trump to ensure open shipping lanes and facilitate delivery of fertilizer ingredients. * The group suggests measures including Navy escorts, insurance facilitation, and waivers on the Jones Act to maintain supply chains.
https://www.meatpoultry.com/articles/33250-looking-ahead-to-a-2026-farm-bill - * The US House Agriculture Committee approved the draft of the Farm, Food and National Security Act of 2026 on March 4, moving it towards full House approval. * The bill, if passed, would update farm legislation that has not been renewed since 2018, subject to further approval by the Senate. * Key contested issues include protections for pesticide manufacturers, restrictions on local environmental regulations, and year-round sales of E15 ethanol gasoline. * Proponents argue E15 would boost domestic corn demand by over 2 billion bushels annually. * The bill maintains work requirements for nutrition programs, raising the age to meet work requirements for able-bodied adults to 64.
https://www.ktvq.com/news/montana-ag-network/montana-ag-network-middle-east-conflict-beginning-to-ripple-through-fertilizer-markets - - Farmers in Montana face rising fertilizer prices due to global tensions involving Iran. - Fertilizer prices, especially for urea, are expected to increase by about $50 to $55 per ton. - Disruption of shipping routes through the Strait of Hormuz may tighten global supplies. - Rising costs influence crop management decisions, leading to reduced fertiliser use. - Uncertainty from geopolitical tensions and trade policies impacts the global fertilizer market.
https://hpj.com/2026/03/12/some-regions-of-high-plains-received-rain/ - * Widespread heavy rainfall from early March led to drought improvements in Ohio, Mississippi Valley, Appalachians, and parts of the Midwest. * Conditions remain dry or drought-affected in the western US, with snowwater equivalent below 70% in Colorado and less than 40% across much of the Pacific Northwest, Great Basin, and Four Corners. * Severe drought persists in the Northeast, and parts of southeastern US, with some drought intensity increases. * Forecasts indicate colder temperatures and significant rainfall in the eastern US during March, with drought risks continuing in areas with low snowpack and precipitation deficits.
https://www.wastedive.com/news/farm-bill-passes-house-agriculture-committee-food-waste-biogas-provisions/814661/ - *The House Agriculture Committee passed its markup of the Farm, Food, and National Security Act of 2026, supporting food waste reduction and biofuel programmes.* *The bill allocates funding for research into food loss and waste, expands biogas project funding, and maintains existing food waste-to-energy initiatives.* *It advocates for the continued role of anaerobic digesters in sustainability efforts and includes provisions for research on microplastics and per- and polyfluoroalkyl substances on farmland.* *Supporters, including the American Biogas Council and the RNG Coalition, emphasise the importance of biofuel development for rural America and energy stability.*
https://fortune.com/2026/03/13/iran-war-grocery-prices-oil-fertilizer-strait-of-hormuz/ - * Oil prices exceeding $100 a gallon correlate with food price inflation, according to experts. * The war in Iran adds volatility to the US economy, with potential delays in food price impacts. * Food supply chain is energy-intensive, with diesel prices influencing shipping costs. * Crude oil price movements are linked to broader consumer inflation and food prices. * Fertilizer prices, particularly urea, have increased by 35%, affecting American farmers and corn production.
https://www.ktvb.com/article/news/local/208/inside-ag-war-in-iran-drives-up-fuel-fertilizer-prices-posing-concerns-idaho-farmers/277-f93d19a1-5410-4c0a-ae0b-13950af4a708 - * The conflict involving Iran disrupts global shipping lanes and energy supplies, impacting US farmers. * The Strait of Hormuz's closure affects natural gas exports, raising electricity and fertilizer costs. * Natural gas, mainly used in nitrogen fertiliser production, increases in price, raising fertiliser costs for farmers. * Farmers in Idaho and elsewhere face 20-30% increases in fertiliser prices during planting season. * Grain prices may rise with oil prices, offering some market opportunities for farmers.
https://fullertreacymoney.substack.com/p/food-uncertainty-could-get-real-dario - * The Straits of Hormuz closure affects fertiliser exports, including urea, ammonia, sulphur, MAP/DAP. * Supply inelasticity and potential unavailability are causing price surges in DAP grains and fertilisers. * Fertiliser prices, including DAP, are trending above long-term levels amid current events. * Food stockpiles have recovered, providing some security if shortages are short-term. * Energy shocks and fertiliser supply issues threaten global food prices and economy.
https://www.brownfieldagnews.com/news/corn-farmers-face-rising-fertilizer-costs-ahead-of-spring-planting/ - * Corn farmers experience increased fertilizer prices before planting season, with phosphorus prices doubling and nitrogen costs up by 15% compared to last year. * Farmers in Minnesota and South Dakota are adjusting their fertiliser strategies, including locking in prices and reducing application rates. * Some farmers consider planting more soybeans or wheat due to high fertiliser costs. * Fertilizer prices were high prior to the conflict with Iran that began at the end of February.
https://www.cnbc.com/2026/03/12/iran-war-food-prices-fertilizer-hormuz-countries-impacted-.html - * The Middle East conflict has disrupted trade through the Strait of Hormuz, affecting energy and fertiliser shipments. * Fertiliser disruptions could increase farming costs, reduce crop yields, and raise food prices. * Key fertiliser supplies from Qatar, Saudi Arabia, Oman, and Iran transit Hormuz and could face shortages. * Gulf countries rely heavily on maritime imports and may face shortages; wealthier nations can reroute imports. * Sub-Saharan Africa is highly vulnerable due to dependence on imported fertilisers and food costs impacting low-income households.
https://www.kpax.com/news/montana-ag-network/how-the-middle-east-conflict-might-affect-montana-ag-producers - * Montana farmers face rising fertilizer prices due to global tensions involving Iran. * Fertiliser prices, including urea, are expected to jump about fifty to fifty-five dollars a ton. * The conflict impacts the global fertiliser supply chain, especially through the Strait of Hormuz. * Prices have already increased due to industry consolidation and inflation. * Uncertainty in global markets and shipping disruptions threaten supply availability and crop management decisions.
https://www.cnbc.com/2026/03/12/strait-of-hormuz-closure-sends-fertilizer-prices-soaring-these-stocks-stand-to-benefit.html - * Shipping bottleneck in the Strait of Hormuz disrupts fertiliser supply, causing price spikes.* Fertiliser stocks like Nutrien and LSB Industries have rallied, with targets raised by Jefferies.* Global fertiliser trade has tightened, driving prices higher amid conflict in the Middle East.* US producers are relatively insulated but domestic prices are rising.* Fertiliser logistics and production face ongoing challenges, potentially impacting spring planting season.
https://www.americanagnetwork.com/2026/03/12/corn-growers-call-for-action-on-e15-to-offset-rising-gas-prices/ - * The National Corn Growers Association urged Congress to pass legislation allowing year-round sale of E15 ethanol blends. * The move aims to offset rising gas prices and increase demand for corn. * E15 is typically 10 to 30 cents cheaper per gallon than regular gasoline. * Nearly every gallon of gasoline in the U.S. contains at least 10% ethanol derived from corn. * The Clean Air Act clause prevents summer sale of E15, discouraging investment in infrastructure. * Corn growers advocate for a permanent solution or EPA waiver for summer E15 sales.
https://www.csmonitor.com/USA/2026/0312/iran-war-farmers-fertilizer-strait-hormuz?icid=rss - * American farmers, exemplified by Iowa corn grower Lance Lillibridge, experience rising fertiliser prices, with anhydrous ammonia increasing from $492 in 2021 to $1,050 in 2025. * Fertiliser costs are affected by Iran's threats to shipping in the Strait of Hormuz, a critical route for global oil and fertiliser supplies. * The conflict has led to global supply chain disruptions, with US and Israel attacks on Iran causing potential restrictions on nitrogen and phosphate fertiliser exports. * The US fertilizer market was already under strain due to supply chain issues, reduced exports from China, and European capacity reductions prior to the conflict. * Experts highlight concerns over lack of market competition, potential antitrust issues, and the strategic importance of domestic fertiliser production amidst geopolitical risks.
https://www.cbtnews.com/middle-east-conflict-risks-aluminum-plastics-supply/ - * Experts warn U.S.-Iran conflict could disrupt supply chains for aluminium, fertiliser, petrochemicals, and semiconductors. * Rising costs of aluminium, plastics, and petrochemical parts may impact vehicle pricing and margins. * Supply chain delays could lead to extended delivery times and inventory challenges. * Aluminium imports from the Middle East, representing 21% of US imports, are vulnerable; alternative sources are being negotiated. * Fertiliser shipments affected, with rising prices raising concerns for crop planting and food inflation. * Shipping delays anticipated, major carriers suspend Middle East routes; automakers monitor the situation. * Analysts warn of increasing shortages and cost hikes if conflict persists.
https://kalkinemedia.com/au/news/market-updates/asian-fertilizer-shock-reshapes-regional-food-economics - * Asian economies face tightening fertilizer supply chains and energy costs affecting agriculture. * Dependence on imported fertilisers makes regional food production vulnerable to global supply issues. * Natural gas disruptions influence ammonia and nitrogen fertiliser production. * Logistics and maritime trade pressures complicate fertilizer transportation. * Governments may adopt measures like strategic reserves and technological innovations to safeguard food security.
https://www.dw.com/en/iran-us-israel-war-food-crisis-prices-fertilizer-energy-costs-inflation/a-76286348 - * The Iran conflict is increasing energy and fertilizer costs, raising concerns over potential food inflation. * Fertilizer supply chains are threatened by strikes at key Gulf hubs like Ras Laffan, impacting global nutrient supplies. * Fertilizer prices have risen 10-30% since the conflict began, with shortages risking crop yields for crops like corn, wheat, and rice. * Disruptions at the Strait of Hormuz could cause shortages in regions dependent on Gulf imports, such as India, Brazil, and Sub-Saharan Africa. * Rising oil prices are contributing to higher costs across all stages of food production and transportation.
https://www.kaaltv.com/kaal-weather/damaging-wind-gusts-possible-thursday-night-into-friday-followed-by-weekend-winter-storm/ - * A weather system will bring strong winds, up to 60 mph, on Thursday night into Friday morning, with a High Wind Warning in effect. * A winter storm will develop over the weekend, with snow accumulating 6-12 inches, heavy at times, and gusts up to 40 mph or higher. * The storm may include freezing rain, sleet, and snow, causing significant travel impacts and near-blizzard conditions. * Temperatures will be in the upper 30s on Saturday and Sunday, then fall to the teens early next week. * The Weather First area will experience impactful weather with potential for damage and disruptions.
https://www.biobased-diesel.com/post/fuel-retailers-call-on-congress-to-restore-btc-to-reduce-consumer-price-at-the-pump - * Fuel retailers, NATSO, SIGMA, and NACS, urge Congress to restore the biodiesel blenders tax credit (BTC), citing increased fuel prices since its expiration and replacement with 45Z. * The organisations argue that the change has negatively impacted demand for renewable fuels from corn and soybeans. * They state that the BTC historically helped lower retail fuel prices and support biofuel consumption. * The letter highlights concerns about rising diesel prices and their broader economic impact if the BTC is not reinstated. * The issue is discussed ahead of a Senate agriculture committee hearing on domestic biofuel production.
https://www.biobased-diesel.com/post/chevron-agrees-to-pay-1-million-civil-penalty-for-rfs-violations - * The U.S. Department of Justice announced a settlement with Chevron for violations of the Renewable Fuel Standard program on March 11. * Chevron will pay a civil penalty of just over $1 million and retire credits worth about $3.6 million. * Chevron invalidly generated over 2.2 million RIN credits between January and August 2022. * The RFS program requires renewable fuel producers and obligated parties to generate and retire RINs to ensure actual renewable fuel production. * Chevron is both a renewable fuel producer and obligated party. * The settlement was filed by attorneys with ENRD’s Environmental Enforcement Section in the U.S. District Court, Southern District of Texas.
https://www.producer.com/op-ed/iran-war-catches-prairie-farmers-in-the-geopolitical-crossfire-again/ - • The U.S.-Israeli war with Iran affects global trade and fertiliser supply chains. • Fertiliser prices spike due to disruptions at production facilities in Qatar, Iran, and Saudi Arabia. • Prairie farmers face increased costs due to higher fertilizer prices linked to the conflict. • Diplomatic efforts with China and India offer some positives for agricultural exports. • Farmers are caught in geopolitical crossfire, with limited mitigation options.
https://www.farms.com/ag-industry-news/middle-east-conflict-pushes-fertilizer-costs-higher-forcing-ontario-growers-to-rethink-corn-acres-352.aspx - * Ontario farmers face rising fertilizer and fuel prices due to conflict involving Iran, impacting planting decisions. * Fertilizer prices at US import hubs increased from US$516 to US$683 per metric ton. * Ontario relies heavily on imported nitrogen, making local growers vulnerable to supply disruptions. * Farmers may reduce nitrogen application or shift from corn to soybeans due to higher input costs. * Changes in US corn acreage could affect North American supply and prices, influencing Ontario's crop strategies.
https://www.farms.com/news/it-s-another-blow-farmers-deal-with-surging-fertilizer-prices-ahead-of-seeding-239373.aspx - * Farmers in Manitoba face rising fertilizer prices due to geopolitical issues, with urea prices surging around 30 per cent in a week. * Kevin Peters and Andrew James in Manitoba pre-bought fertiliser, but prices are now significantly higher. * The war and threats to shipping through the Strait of Hormuz have impacted global fertiliser supply. * Manitoba agricultural organisation president warns of potential supply and capacity impacts if the war continues.
https://www.wwbl.com/2026/03/11/growing-domestic-demand-ag-leaders-urge-lawmakers-to-expand-biofuels-to-help-corn-and-soybean-producers/ - * A Senate Agriculture Committee hearing focused on expanding domestic demand for biofuels in the US. * Jed Bower, President of the National Corn Growers Association, called for year-round sale of E-15 to boost ethanol industry and farmers. * Scott Metzger, President of the American Soybean Association, advocated for the expansion of biodiesel and soy-based biofuels. * Leaders highlighted the economic benefits of biofuel expansion and urged finalising guidance for related tax credits and standards. * The event emphasised policy actions to strengthen US energy security and support farmers.
https://www.morningagclips.com/making-spring-input-purchases-in-times-of-volatile-markets/ - * Farmers may delay input purchases due to market volatility and supply concerns. * Market conditions for phosphate, nitrogen, and potassium fertilisers influence costs and purchase timing. * Fertiliser prices have fluctuated since Spring 2021, with recent increases linked to global supply reductions and conflicts. * Commodity prices for crops like corn, soybeans, and wheat have generally declined since Spring 2022. * Trends in fertiliser costs are compared to commodity prices to assess relative expense and timing for purchases.
https://www.etnownews.com/economy/exclusive-middle-east-crisis-triggers-chemical-industry-shock-china-india-in-trouble-expert-ajay-joshi-explains-video-article-153811604 - * Middle East tensions are causing disruptions in chemical supply chains, impacting India and China. * Rising crude oil, methanol, ammonia prices may squeeze margins of Indian chemical and fertiliser companies. * China is operating refineries at reduced capacity and holding back exports, affecting Indian imports. * Indian companies face high raw material costs, with premiums around 120-150%, risking lower end-product prices. * Shipping rates have increased significantly, with Maersk suspending trade to/from the Middle East, causing backlog. * Fertiliser companies in India, importing LNG from Qatar and raw materials like benzene, experience cost hikes. * Impact on fertiliser production may delay Kharif sowing and reduce agrochemical demand. * Europe is the most affected region, facing disruptions due to prior Russia-Ukraine conflict and new supply chain issues. * Long-term effects include potential reductions in food security and disruptions in the global food value chain.
https://www.agri-mutuel.com/cultures/la-guerre-au-moyen-orient-met-les-engrais-sous-tension/ - * The conflict in the Middle East has halted fertiliser production, disrupting supply and increasing prices globally. * The region is a key producer of sulphur, urea, and ammonia, supplying large proportions to Asia and other regions. * Europe is less exposed but affected indirectly through increased costs, notably in the EU's nitrogen fertilisers. * The UN has raised concerns about access to fertilisers for poor countries; farmers face cost pressures. * Uncertainty remains over the duration of the conflict and its impact on future fertiliser availability.
https://www.countrylifeinbc.com/fertilizer-prices-on-the-rise/ - • War in the Middle East has increased energy and fertilizer costs, affecting Western Canadian farmers. • Fertilizer prices, especially nitrogen, have risen significantly since December-January due to geopolitical tensions. • Western Canada experienced record nitrogen stocks of over 300,000 tonnes but faces potential shortages affecting prices and logistics. • Fertilizer prices in BC increased over 60% above pre-pandemic levels, with input costs expected to squeeze producer margins. • Market outlook remains uncertain, with potential tightening of supply and impacts on global food production if the conflict continues.
https://www.agriland.ie/farming-news/irish-farmers-face-significant-pressure-on-fertiliser-availability/ - * There is significant pressure on fertiliser availability and rising prices in Ireland, linked to geopolitical tensions in the Middle East. * The International Fertiliser Association reports that global fertiliser supply has tightened, with prices increasing amid conflict in Iran. * Major suppliers in the Middle East have halted operations and cancelled contracts, affecting export supply. * Higher energy costs are expected to further increase fertiliser price volatility. * Irish co-ops, including Dairygold and Tirlán, report increased demand and tight urea supplies, but generally adequate CAN and compound fertiliser stocks.
https://grist.org/food-and-agriculture/the-war-in-iran-could-plunge-the-world-into-hunger/ - * The war in Iran led to the closure of the Strait of Hormuz, disrupting maritime trade routes by March 2. * The disruption threatens to impact global oil, gas, nitrogen fertiliser, and food imports, with significant effects on production and prices. * Experts warn of potential energy crisis, food shortages, and increased fertiliser prices, affecting both supply and farm profitability. * The war's prolongation could lead to higher costs, reduced yields, and food insecurity, especially in dependent regions. * The US government and international agencies are exploring options to address these disruptions, highlighting the system’s vulnerability.
https://www.americanagnetwork.com/2026/03/11/ag-leaders-testify-on-need-for-more-domestic-demand/ - * Agriculture leaders testified before the Senate Committee on Agriculture, Nutrition, and Forestry about increasing domestic demand for crops including corn and soybeans. * Focus was on expanding year-round access to E15 ethanol blends and advancing biofuel policies such as the Clean Fuel Production Credit and Renewable Fuel Standard. * Leaders highlighted opportunities for ethanol in aviation and marine fuels, projecting potential volumes over four billion gallons within five years. * Testimonies underscored the need for policy certainty, support for renewable fuels, and fair markets for farmers amidst ongoing financial and market challenges. * The hearing highlighted the critical role of biofuel policy in supporting farmers and energy markets amid economic stress.
https://www.brownfieldagnews.com/news/lerner-higher-risk-of-late-season-frost-and-freezes/ - * An ag meteorologist states there is a greater risk of late-season frost and freeze in the northern Midwest this spring. * Drew Lerner from World Weather Incorporated warns cautious planting due to potential frost damage. * The concern is based on a repeating cold pattern similar to January and February, which caused crop damage. * The spring weather outlook is mixed, with some regions at risk from frost and others with dry soils.
https://www.brownfieldagnews.com/news/missouri-fieldwork-on-pause-due-to-rain-cool-temps-ahead/ - * Spring fieldwork has started in Missouri but has been delayed by recent rain. * Farmers applied anhydrous in January and February, with some planting observed in early March. * Recent rains have slowed progress; upcoming cool weather and frost/freezes are expected. * Wetter, cooler conditions are forecasted for the coming week, delaying soil warming. * Conditions are expected to improve later in March, enabling further fieldwork.
https://www.brownfieldagnews.com/news/midterm-elections-iran-conflict-could-create-opportunities-and-challenges-for-year-round-e-15/ - • Opportunities for year-round E-15 legislation discussed during 2026 Ohio Farm Bureau trip in Washington D.C. • Congress is considering a military funding bill as a vehicle for E-15 legislation. • The Iran conflict may positively influence support for E-15 for consumers. • Midterm elections may pose challenges for passing E-15 legislation. • Ohio farmer Larry Seibel highlights potential profitability benefits from expanding ethanol use. • Rural Domestic Energy Council to release a proposal next week.
https://www.eenews.net/articles/chevron-settles-with-doj-over-biofuels-program-violations/ - • Chevron agrees to pay a $1 million fine for violations of the Renewable Fuel Standard Program in 2022. • The settlement involves surrendering about $3.6 million in biofuel credits. • The case relates to collection of invalid biofuel production credits and enforcement of the Renewable Fuel Standard. • The Justice Department’s settlement reflects efforts to uphold the integrity of renewable fuel credits in the US energy sector.
https://www.thefencepost.com/news/senate-ag-committee-holds-hearing-on-domestic-consumption/ - * The Senate Agriculture Committee held a hearing to examine enhancing domestic agricultural markets amid oversupply and trade uncertainties. * Farm leaders called for policies promoting biofuels, renewable standards, and local food procurement. * U.S. farm organisations suggested increasing biofuel blends like E15 and finalising policies on the Renewable Fuel Standard and tax credits. * Farm groups stressed the importance of strengthening food supply chains, antitrust laws, and local processing programs. * Participants discussed trade agreements, microplastic concerns in cotton, and the integration of produce into nutrition programmes.
https://www.tampafp.com/chevron-hits-million-dollar-snag-after-double-counting-biofuel-credits/ - * Chevron U.S.A. Inc. agreed to a settlement with the Justice Department’s ENRD for violations related to the Renewable Fuel Standard (RFS) program. * The company admitted to generating over 2.2 million invalid biofuel credits between January and August 2022. * The issue involved Renewable Identification Numbers (RINs) for renewable diesel, which were double-counted. * Chevron retired valid RINs to offset the invalid credits before settling. * The settlement aims to maintain market trust and uphold renewable fuel standards.
https://zn.ua/ariculture/ahrokhimija-vesny-mineralnye-udobrenija-haz-i-nemnoho-nervov.html - * Global demand for mineral fertilisers has been impacted by geopolitical tensions in the Persian Gulf, especially due to conflicts and ship route disruptions. * Prices for nitrogen fertilisers surged in 2022 amidst war-related supply disruptions and remain unstable. * The Ukranian market faces import restrictions and calls for flexibility in sourcing fertilisers due to conflict-related obstacles. * The Ukrainian spring planting campaign is underway with concerns about rising costs of fertilisers and fuel. * Farmers are preparing strategies to cope with potential shortages and increased production costs, including alternative fertilisers.
https://www.riotimesonline.com/brazil-faces-fertilizer-crisis-as-war-and-china-choke-it/ - * Brazil’s Agriculture Ministry warns of ‘extremely high risk’ of fertilizer shortages and price spikes for the 2026/27 crop season, driven by the closure of the Strait of Hormuz and Chinese export restrictions on phosphate. * The potential deficit of phosphate fertilizers could reduce productivity by up to 20% and raise food prices. * The Strait of Hormuz suspension has cut off a significant share of urea and other inputs, causing prices to surge. * China is restricting phosphate exports, aggravating supply issues for Brazilian farmers. * Brazil imports 85% of its fertilizers, with limited domestic production, and existing plans to reduce reliance have stalled.
https://www.rte.ie/news/ireland/2026/0311/1562826-war-irish-farmers/ - * The conflict in the Middle East disrupts global fuel and fertiliser supply chains, affecting Irish farmers. * Increased costs for diesel, fertiliser, and feed due to blockages and delays in supply. * Falling beef prices, from €7.70 to €6.90 per kg, reduce profit margins. * Fertiliser availability and prices are impacted, with reports of shortages and rising costs. * Farmers and retailers express concern over supply disruptions and price increases.
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.
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.
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.
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.
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.
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.
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.
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.']
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.*
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.*
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.']
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.*
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.*
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.
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.
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.
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.']
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.
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.
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.
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.
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.*
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.
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.
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.
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.
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.
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.
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.
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.