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In this episode of the Uplevel Dairy Podcast, Joe Kern of Ever Ag discusses critical market trends impacting the agricultural industry as we move towards 2026. Kern provides an in-depth analysis of global influences, margin pressures, and potential threats to farming businesses. The episode is sponsored by Uplevel Dairy Podcast, and it highlights how dairy producers can optimize their operations using tools like Milk Pay app. Joe Kern also shares his career journey, experiences, and the importance of adaptability and technological integration in the agriculture sector. Key discussions include the impact of government support programs, global protein demand, renewable energy trends, and challenges in the dairy market. The episode concludes with Kern's insights into strengths, weaknesses, opportunities, and threats (SWOT) for dairy producers, emphasizing cautious optimism and the critical role of being open to change.This Episode is brought to you by AdisseoThis episode is sponsored by Uplevel Dairy Podcast Founding Partner Adisseo, a global leader in nutritional solutions and premier provider of rumen-protected methionine for dairy producers who want to optimize milk production, capture more value from components, and maintain the health of their high-performing herds. Learn more at https://www.adisseo.com/en/00:00 Introduction to Market Trends and Dairy Industry Insights00:37 Sponsor Message: Uplevel Dairy Podcast01:23 Joe Kern's Background and Career Journey04:13 Current Role and Industry Involvement05:55 Global Economic Outlook and Dairy Industry Impact15:33 Renewable Energy and Biofuels in Agriculture18:35 Grain, Beef, and Dairy Market Trends20:59 Strengths, Weaknesses, Opportunities, and Threats for Dairy Producers24:20 Final Thoughts and Key Takeaways26:50 Conclusion and Closing Remarks
In this episode, our guest is Hans-Henning Judek, a German-born, Japan-based lawyer, economist, and energy innovator who has spent over two decades pioneering renewable energy solutions. From early work in maritime wind propulsion and biofuels to his recent ventures in microwave-assisted biofuel production and floating solar technology, Hans-Henning shares a remarkable journey across continents and disciplines. He explains how lignocellulosic biomass—such as rice straw and sugarcane bagasse—can be converted into carbon-neutral marine gas oil, offering a sustainable alternative to heavy fuel oils currently dominating the shipping industry. We also dive into the challenges and breakthroughs of floating solar systems, including a dive-capable design resilient to typhoons. Hans-Henning passionately highlights how his innovations can uplift smallholder farmers, reduce stubble burning in places like India, and tackle invasive plants like water hyacinth through thermal carbonization. This episode is a deep dive into practical climate action, energy justice, and engineering ingenuity. Please join to find more. Connect with Sohail Hasnie: Facebook @sohailhasnie X (Twitter) @shasnie LinkedIn @shasnie ADB Blog Sohail Hasnie YouTube @energypreneurs Instagram @energypreneurs Tiktok @energypreneurs Spotify Video @energypreneurs
Cattle markets, avian influenza updates and new whole milk legislation kick off today's show, followed by an interview recapping 2025 equipment trends and expectations for a busy stretch ahead. This week's agriculture news includes continued disappointment across the industry after Tyson Foods announced last week it will shut down its Nebraska plant in January, a New World screwworm update, and a recent horse disease outbreak. We also break down newly analyzed cost data highlighting the need to address financial strain for farmers, a new USDA trading program, available biofuel production payments and ongoing pressure from ag groups for year-round E15 sales. This week's interview highlights factors influencing the equipment market with BigIron co-founder and co-owner Mark Stock. He discusses what's selling from tractors to planters and which regions are seeing the most activity. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!
China has begun purchasing U.S. soybeans following a trade deal with the United States. We asked Tanner Ehmke with the CoBank Knowledge Exchange whether the recent purchases show China can meet its commitments under the agreement. Plus, Lance Zimmerman with Rabobank discusses consumer beef demand amid an ongoing low cattle supply and the Trump administration's increased beef import quota from Argentina.Brian Jennings with the American Coalition for Ethanol also joins the show to discuss the ongoing push for year-round E15, and Luther Markwart with the American Sugarbeet Growers Association outlines concerns about sugar dumping from Brazil. Tom Zacharias with the National Crop Insurance Services explains influential budget reconciliation crop insurance provisions growers can look forward to in 2026.Want to receive Newsmakers in your inbox every week? Sign up! http://eepurl.com/hTgSAD
What was the impact of IMO 2025 legislation in supply and demand of the fuel oil market? Which bunker market regulations will come into effect or become more impactful in 2026? What challenges will the bunker market face to comply with new changes? Isabella Reimi, Oil product reporter, Hussein Al-Khalisy, Biofuels associate editor and Bob Wigin, Oil products senior reporter share answers to these questions and more in this episode.
Dr. Sally Flis, Director of Sustainable Ag Programs at Nutrien shares how she's keeping an eye on the biofuel space and the opportunities it could have for farmers with the 45Z tax credit and other incentives. To stay connected with USFRA, join our newsletter and become involved in our efforts, here.
Year-round E15 would be a tremendous boost for rural America. Chad Smith has more on the opportunity.
Faith Parum, an economist with the American Farm Bureau Federation, said increased biofuel production could be one avenue to increase farm revenue and boost the entire rural economy. NAFB News ServiceSee omnystudio.com/listener for privacy information.
Send us a textBeaver Lake Renewable Energy is working toward building a biofuel facility in Rapides Parish at the former site of an IP paper mill. The plant will use about the same amount of pulpwood as the old mill, as well as residuals. Dan LeFevers, vice president, external affairs for Beaver Lake, talks about the facility and the challenges the company has experienced. Construction is hoped to begin next year.LeFevers' contact is dlefevers@sungasrenewables.comFind out more about the project at www.beaverlakerenewable.com.Minding the Forest is a podcast of the Louisiana Forestry Association and his hosted by LFA Media Specialist Jeff Zeringue. Comments can be sent to jzeringue@laforestry.com.If you want to find out more about the Sustainable Forestry Initiative (SFI), go to forests.org.Check out our website at laforestry.com.Click this link to join the LFA.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.✅ Today's Focus: Trump's $2,000 Tariff Dividend & Inflation Risks
In case you missed it, there was a special election this week in California.We take stock of Proposition 50 and other political headlines from the week, including Nancy Pelosi's retirement announcement after a 20-term career in Congress.Plus, National City this week rejected a proposed biofuel depot project over air quality concerns.And, we sit down with our colleagues at "The Finest" podcast to hear about their season one finale and their reflections from their first 25 episodes.Guests:Alexei Koseff, Washington, D.C. correspondent, San Francisco ChroniclePhilip Salata, environment and energy reporter, inewsourceKori Suzuki, South Bay and Imperial Valley reporter, KPBSJulia Dixon Evans, arts reporter and host of "The Finest", KPBSAnthony Wallace, podcast producer, "The Finest"
In this high-octane Farm4Profit episode, the team welcomes Kyle Kirkwood, one of the brightest young stars in the NTT INDYCAR Series, to explore how agriculture fuels racing's future—literally. Kyle, who pilots the #27 car for Andretti Global, shares his journey from a five-year-old discovering jet cars at Moroso Motorsports Park to standing on the podium at Long Beach and Bommarito in 2025.We dive into Kyle's personal story—his love for deep-sea fishing, surfing, and staying fit—and then turn toward the intersection of farming, fuel, and fast cars. The conversation highlights his partnership with Sukup Manufacturing and what it means to represent a company rooted in American agriculture at the Iowa Speedway, where corn isn't just grown—it powers the race itself.Topics Covered:The Making of a Champion: How Kyle's early karting success and Road to Indy dominance prepared him for the big leagues.Inside Andretti Global: A look at the legendary team's legacy, innovation, and culture of excellence.Ag Meets IndyCar: The story behind Sukup's sponsorship and why agricultural brands are increasingly visible in motorsports.Ethanol Power: Kyle explains how E85 ethanol-based fuel enhances car performance and efficiency, and why it's both a renewable and high-performance solution.Shared Values: The parallels between racing and farming—precision, data-driven decision-making, and the pursuit of efficiency.Future of the Sport: How technology, sustainability, and partnerships like Sukup's are driving the next chapter of racing innovation.Listeners get a unique peek into the mindset of a professional racer who's not just chasing checkered flags, but also celebrating the partnership between the track and the tractor. Whether you're a farmer, gearhead, or ethanol advocate, this episode connects the roar of the engine to the roots of rural America. Want Farm4Profit Merch? Custom order your favorite items today!https://farmfocused.com/farm-4profit/ Don't forget to like the podcast on all platforms and leave a review where ever you listen! Website: www.Farm4Profit.comShareable episode link: https://intro-to-farm4profit.simplecast.comEmail address: Farm4profitllc@gmail.comCall/Text: 515.207.9640Subscribe to YouTube: https://www.youtube.com/channel/UCSR8c1BrCjNDDI_Acku5XqwFollow us on TikTok: https://www.tiktok.com/@farm4profitllc Connect with us on Facebook: https://www.facebook.com/Farm4ProfitLLC/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Closer ties between the agriculture and energy sectors are needed to meet renewable fuel goals and strengthen markets for canola, according to the lead for sustainability initiatives for BASF. “We’ve got to work together across different sectors to be able to advocate for this,” says Daniels, speaking with RealAgriculture’s Shaun Haney at BASF’s North... Read More
Bryan catches up with Simon and Hamish Guild of High Peak Station, who have just returned from a study tour of Argentina made possible by their win in the Ballance Farm Environment Awards. They say there's a lot to admire about the way Argentinians grow and eat red meat.
With low-carbon fuels facing multiple challenges including poor demand, feedstock constraints and policy uncertainty, catalysts can help solve technology roadblocks in this emerging global market. Biofuels face competition from electrification and hydrogen Feedstock shortages hinder scale-up of biofuels Shell and BP cancel major biorefinery projects in Rotterdam, Netherlands Sustainable Aviation Fuel (SAF) costs up to five times more than jet kerosene Regulatory mandates not rising quickly enough to stimulate demand Catalyst innovation boosts e-fuels efficiency, reduces energy use Industry needs incentives, clarity and global cooperation In this ICIS Think Tank podcast, Will Beacham and ICIS biofuels editor Nazif Nazmul interview Andreas Bachmeier, head of business development & energy transition at Clariant.
John talks with Phil Near, who is the Owner and President of Jump Start convenience stores
Was Sie erwartet Warum einige Innovation schon vor 30 Jahren da waren und dennoch gescheitert sind.Welche Technologien für die Zukunft nachhaltiger Mobilität wichtig sein werden.Wie Elektromobilität auch in Deutschland erfolgreich werden könnte.Von welchen neuen Produkten Oliver träumt.Was die Automobilhersteller machen sollten.Interviewpartner: Oliver Lauter, Unternehmer, Innovator, Journalist, Auto-Kenner und -Enthusiast Im Interview: Oliver Lauter Das Thema Oliver Lauter ist seit über 30 Jahren Impulsgeber und Innovator im Automobilsektor. Schon Mitte der 1990er-Jahre beschäftigte er sich mit alternativen Antrieben, Biofuels und Hybridlösungen – lange bevor Nachhaltigkeit und Elektromobilität in aller Munde waren. Mit Projekten wie Biofuel24, Frittenfett-Umbauten, Weltrekorden im Hybrid-Bereich und neuen Batteriekonzepten zählt er zu den Pionieren der erneuerbaren Energien im Mobilitätssektor. Heute teilt er seine Erfahrungen als Experte, Visionär und Erzähler einer außergewöhnlichen Zeitreise durch drei Jahrzehnte nachhaltiger Mobilität.Weitere Informationen.Er blickt mit vielen Geschichten auf drei Jahrzehnte zurück, in denen er die Entwicklung nachhaltiger Mobilität hautnah miterlebt und auch selbst mitgestaltet hat. Von kuriosen Anfängen wie dem „Waschmaschinen-Hybrid“ über Frittenfett-Umbauten für ferne Länder bis hin zu High-Tech-Lösungen mit Natrium-Ionen-Batterien – seine Geschichte zeigt, wie viel Leidenschaft, Beharrlichkeit und auch Humor nötig sind, um Innovationen auf die Straße zu bringen.In dieser Episode erzählt Oliver also von Erfolgen, Rückschlägen, Pleiten und faszinierenden Menschen, die den Weg erneuerbarer Energien begleitet haben. Ein Podcast voller Anekdoten, technischer Meilensteine und der Frage: Was lernen wir aus 30 Jahren Pionierarbeit für die Zukunft?Weitere InformationenKontakt zu Oliver bei LinkedInMehr zu Manfred Sonntag bei VOX: Hybrid zum NachrüstenDie Galileo Salatöl-Rallye mit Oliver
L'Europa del Green Deal sembra lontana anni luce. In pochi giorni Bruxelles ha rinviato la legge anti-deforestazione, accantonato il pacchetto sul benessere animale, aperto ai biocarburanti e alla neutralità tecnologica per rilanciare l'industria. E intanto le destre spingono per un'Unione più competitiva e meno “green”. Dove vuole andare questa nuova Europa? Parliamo anche brevemente del Brasile che si accinge a ospitare COP30, della prima premier donna giapponese, delle elezioni in Bolivia e del Cile che vuole vietare gli allevamenti di polpi.INDICE:00:00:00 - Sommario00:00:52 - La promessa tradita del Green deal00:22:25 - Altre notizie dal mondo, in breveFonti: https://www.italiachecambia.org/podcast/green-deal-sotto-attacco/Iscriviti alla NEWSLETTER: https://bit.ly/43SCSr8Vuoi sostenere Io Non Mi Rassegno? Abbonati a Italia che Cambia.
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Since 2003, the National Corn to Ethanol Research Center at Southern Illinois University-Edwardsville has been at the forefront of advancing biorenewables research. In this Managing for Profit, Dr. Yanhong Zhang, Interim Executive Director at NCERC, talks about some of their latest efforts and how it impacts corn demand. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.
This week's agriculture news highlights the ongoing impacts of the federal government shutdown, positive updates in state ag policy, and conversations within the dairy industry. Agriculture headlines this week include the suspension of USDA reports due to the government shutdown, California's official approval of E15 fuel sales, updates on national biofuel plans and soybean tariffs, and how low Mississippi River levels could influence crop pricing. We also cover the latest CME/Purdue University Ag Economy Barometer results on farmer sentiment, a lawsuit moving forward that challenges USDA's electronic identification (EID) tag requirements, the new wage rate rule for the H-2A program now in effect and celebrations for both National Co-op Month and National Farmer's Day! Today's first interview is with Elizabeth De Vries-Dykstra and Bram DeVries of 4-D Ag Fashion and World discussing the state of the dairy industry and why high-visibility (HI-VES) workwear is becoming increasingly important for farms and insurance purposes. They also share insight into whether farmers are still investing in equipment and facility upgrades Another conversation on today's episode is with Suzanne Fanning, Chief Marketing Officer for Dairy Farmers of Wisconsin. She highlights the state's checkoff latest campaign, aiming to strengthen the connection between consumers, farmers and the people behind dairy products. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!
Doug Berven, Vice President of Corporate Affairs at POET and a USFRA board member, speaks to the current state of the agriculture economy. Learn more here. To stay connected with USFRA, join our newsletter and become involved in our efforts, here.
In this episode, Gerard Reid, Laurent Segalen and Michael Barnard dug into the technologies and narratives that keep surfacing in discussions about the energy transition, but which continue to underdeliver when you scrutinize the economics and engineering realities.Carbon capture and direct air capture remain heavily subsidy-driven, often costing more to operate than the value of the CO₂ they sequester. The dilution of carbon in the atmosphere makes the whole proposition profoundly inefficient, and while there are niche opportunities where high-purity CO₂ streams are adjacent to storage infrastructure, those remain exceptions. Enhanced oil recovery is the only space where the numbers truly add up, which means the public ends up footing the bill for most other applications. Even regulatory pushes, such as Germany's, can't overcome the fundamental cost and scalability barriers. Hydrogen suffers from a parallel set of problems. The sector's viability as a broad energy carrier depends on hitting a production cost of around $1 per kilogram, but real-world projects are stuck closer to $8 per kilogram. That gap has led to a string of cancellations from heavy hitters like BP, Exxon, and Air Products. Despite the hype around green hydrogen, the underlying assumptions never matched the physics or the economics. Battery electrification has emerged as the far more effective pathway for most transport, leaving hydrogen to fight for narrow industrial niches while its infrastructure and fuel cell supply chains lag behind.Nuclear energy is facing its own reckoning. The pivot toward small modular reactors was meant to revive the industry with faster, cheaper, more scalable deployment, but the reality looks different. Project sizes have crept upward, wiping out the “modular” advantage, and costs are trending well above $200 per megawatt-hour—hardly competitive. Ontario's flagship SMR project is already slipping years past its promised delivery, and there's little to suggest Wright's Law cost declines will appear in a sector defined by bespoke builds and long lead times. Investors may find opportunities in the extended development cycles, but the contribution to near-term decarbonization remains negligible.Fusion is another seductive technology that continues to consume enormous sums of capital without altering the climate trajectory. ITER alone is 30 years behind schedule and twenty times over budget, aiming only for a five-minute sustained reaction by 2040—without generating electricity. Private startups are raising capital but remain decades away from surmounting fundamental engineering barriers. I've said before that fusion may eventually matter for space exploration, but it's irrelevant for terrestrial energy in this century. Still, as a scientific project, it's worth continuing—but policymakers must not confuse it with a climate solution.Biofuels offer a more mixed picture. First-generation projects like corn ethanol were both environmentally and economically flawed, but second- and third-generation fuels derived from waste streams are showing promise. These have a real role to play in hard-to-electrify domains like aviation and maritime shipping. However, they're not a replacement for direct electrification on the ground. European policy still reflects caution due to food-versus-fuel concerns, but as technologies improve, biofuels can carve out a targeted and pragmatic role.We also touched on the politics and market dynamics of offshore wind and ESG. Offshore wind in the U.S. continues to face transmission bottlenecks, fragmented policy, and outright political hostility, leading to cancelled and delayed projects. Meanwhile, Europe's integrated approach in the North Sea demonstrates what's possible with coordinated policy. On ESG, we acknowledged the criticisms around greenwashing and governance metrics that often make little sense. Yet, even through the noise, investment flows tell a real story: fossil fuel funding is down 25%, and corporate decarbonization continues, even if much of it is “green hushed.” Governance frameworks are evolving, with multi-stakeholder models like B Corps pointing toward a fundamental redefinition of fiduciary responsibility.Taken together, these discussions reinforce a central theme: the energy transition isn't about wishful thinking or fashionable narratives. It's about hard economics, engineering constraints, and political realities. Technologies like carbon capture, hydrogen, SMRs, and fusion may attract attention and capital, but their roles are narrow at best and distractions at worst. The real work is in scaling what actually delivers—electrification, renewables, smarter grids, and targeted complementary solutions like advanced biofuels.
In this episode of the Biofuels Report, marine fuel reporters Luis Gronda and Natália Coelho explore the International Maritime Organization's proposed carbon levy for shipping, global reactions to the plan, and what it could mean for the future of marine fuels and emissions targets.
The battle for year round E15 is not new, but in the last several weeks, it has become increasingly urgent. Though lawmakers have expressed support again and again for expanded rules that would create additional demand for ethanol around the country, farmers and their advocates continue to wait for changes, and now with a gigantic corn crop about to flood the market, and hamstring prices, any bit of extra demand could provide relief.To help us understand where the E15 story currently stands, DTN Environmental Editor Todd Neeley joins us today with analysis of the latest announcements. The conversation continues with updates on the Small Refinery Exemption issue — a longer range issue that's been lingering at the EPA and in the courts since the first Trump administration. Then we'll get updates on the latest RFS volume announcements and what's happening on the trade front as the U.S. disputes Brazilian biofuel tariff levels. We'll also talk through the latest news on the 45Z tax credit, a recent plant acquisition, and what might be ahead as more federal uncertainty — and a potential government shutdown — loom.
The mission of the Illinois Corn Marketing Board is to strategically invest Illinois corn checkoff dollars to grow demand, create new markets, and foster understanding of corn farmers and the corn industry. In this Managing for Profit, Chairman Tim Thompson explains some of the latest ways the organization is reaching that goal.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Agriculture Victoria confirms a suspected case of potato mop top virus on the mainland, forestry residue from the South East of SA to be used to create biofuels, and PIRSA seeks to gain further access to properties in the Riverland for fruit fly surveillance.
Headlines on today's episode include:-Farmers will receive assistance from tariff revenue, President Trump says-U.S. soybean farmers slam federal aid to Argentina as markets shift to foreign competitors-Ernst discusses trade, biofuels expansion with President Trump-Much of U.S. entering fall in moderate to severe drought-Ethanol dip nothing to be alarmed bySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Send me a messageIn this week's episode of Climate Confident, I sit down with Emily Wilkinson, Principal Research Fellow at ODI Global and Director of the Resilient and Sustainable Islands Initiative (RESI), to explore one of the most pressing and least discussed frontlines of the climate crisis: small island developing states (SIDS).These 39 nations, scattered across the Caribbean, Pacific and Indian Ocean, contribute less than 1% of global emissions yet face the most existential threats, from rising seas and saltwater intrusion to increasingly frequent Category 5 hurricanes. Emily explains why Dominica's 2017 disaster, damage equivalent to 226% of its GDP, was a turning point, sparking its bold ambition to become the world's first climate-resilient nation.We also dive into the financial side of resilience. Emily outlines groundbreaking tools such as climate-resilient debt clauses, debt-for-nature swaps, and pooled insurance schemes, innovations that give vulnerable economies breathing space after disasters. She shares examples of islands turning challenges into opportunities, like converting invasive sargassum seaweed into clean biogas, deploying floating solar in lagoons, and tapping geothermal energy beneath volcanic islands.We discuss the Bridgetown Initiative spearheaded by Mia Mottley, which is reshaping global climate finance debates, and how small island leaders are punching above their weight on the international stage.If you want to understand why SIDS are both the most vulnerable and the most innovative actors in the climate fight, and what their experiments can teach the rest of us, this is an episode you won't want to miss.Listen now to hear how small islands are rewriting the rules of resilience.Also check out Emily's podcast - Small Islands, Big PicturePodcast supportersI'd like to sincerely thank this podcast's amazing subscribers: Ben Gross Jerry Sweeney Andreas Werner Stephen Carroll Roger Arnold And remember you too can Subscribe to the Podcast - it is really easy and hugely important as it will enable me to continue to create more excellent Climate Confident episodes like this one, as well as give you access to the entire back catalog of Climate Confident episodes.ContactIf you have any comments/suggestions or questions for the podcast - get in touch via direct message on Twitter/LinkedIn. If you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover the show. CreditsMusic credits - Intro by Joseph McDade, and Outro music for this podcast was composed, played, and produced by my daughter Luna Juniper
Aviation and marine transport together account for approximately 15% of global oil consumption—a substantial share driven by sectors that are among the hardest to decarbonize. Unlike road transport or power generation, these industries face unique constraints: the high energy density required, long operating ranges, and the limitations of onboard storage mean that electrification or hydrogen solutions remain technologically and economically unfeasible in the near to medium term.In response, policymakers and industry leaders are increasingly focusing on low-carbon liquid fuels as transitional solutions. Chief among these are Sustainable Aviation Fuel (SAF) and Hydroprocessed Esters and Fatty Acids (HEFA), both of which can be used in existing infrastructure and engines with minimal modification. These fuels can be of biological origin—typically derived from waste oils, agricultural residues, or purpose-grown feedstocks—or synthetic origin, such as Power-to-Liquid (PtL) fuels produced via electrolysis and CO₂ capture.Globally, significant efforts are underway to scale up these alternatives. The European Union, for instance, has introduced blending mandates through the ReFuelEU Aviation and FuelEU Maritime regulations, requiring a gradual increase in the share of SAF or other renewable fuels used in transport. These policies are supported by a range of subsidies, research programs, and emissions trading mechanisms (e.g., EU ETS inclusion for aviation and shipping), all designed to stimulate supply and demand for cleaner fuels.To help unpack the complex interplay of technical, economic, and regulatory challenges, we invited Callum McPherson, Chair of its Sustainable Business Forum and Head of Commodities at Investec, a London-based investment bank. With a mandate to structure and trade a wide array of fuels, Callum provides real-world insight into how these markets are evolving—and the limitations that remain.Some of the key topics Laurent and Gerard explored with Callum included: Which green fuels have realistic pathways to scale, and which are unlikely to work due to poor energy return on investment, unsustainable feedstocks, or prohibitively high costs? How will regional mandates, particularly those in the EU, impact global markets—and will they be enforceable in practice? What role will synthetic fuels play, given their dependence on clean electricity, high capital costs, and still-immature supply chains?What emerges is a highly nuanced picture. Despite the political momentum and technological progress, the fundamental economics remain challenging. Current estimates suggest that the cost of abating one tonne of CO₂ in these sectors can easily exceed €1,000 requiring considerable public support, whether stick or carrot.High costs and regulatory uncertainties are probably some of the reasons why Shell has decided not to complete the construction of a SAF refinery in Rotterdam.Laurent and Gerard conclude that while green fuels are a necessary part of the decarbonization toolkit, they are far from a silver bullet. The financial and ecological trade-offs are significant, and at current cost trajectories, these fuels will make only a marginal dent in overall emissions curves—at least in the near term. Finally, an excellent book on the general topic of biofuels by Michael Grunwald: "We Are Eating the Earth: The Race to Fix Our Food System and Save Our Climate."“The views and opinions expressed by Callum Macpherson are his own and are provided for information purposes only and should not be construed as investment advice, recommendation, or an offer to buy or sell any financial products or commodities. No representation or warranty, express or implied, is made as to the accuracy, completeness, or reliability of the information discussed. Listeners should not place reliance on any of the information share, and we accept no responsibility or liability for any loss arising directly or indirectly from the use of or reliance on such information. Commodities and other investments carry risks, and past performance is not a reliable indicator of future results. Before making any investment or financial decision, you should seek independent advice from a qualified professional, taking into account your own objectives and circumstances.”
Markets closed lower across the grain complex, with several outside factors weighing on trade. On today's Final Bell, Mike Zuzolo of Global Commodity Analytics joins to break down the drivers. Key discussion points: Grains under pressure: Why the board couldn't hold early support. EPA biofuel ruling: Policy uncertainty continues to cloud outlook. Federal Reserve: Interest rate decisions and what they signal for commodities. Exports: Where U.S. sales stand in the global marketplace. Cattle on Feed: Expectations heading into Friday's report. Zuzolo highlights the intersection of policy, global demand, and market psychology that producers need to watch as the week unfolds.
The Federal Government announces more than a billion dollars towards the bioenergy industry, Australia's processor cow indicator reaches a record high price, and the South Australian wine industry launches its first industry brand and website.
Season 5: Episode 216 In this episode of North American Ag Spotlight, Chrissy Wozniak sits down with Jacqui Fatka, Lead Economist for Farm Supply and Biofuels at CoBank, to discuss the shifting landscape of biofuels and the growing role of aviation fuels in agriculture. With over two decades of experience in ag policy, trade, and renewable fuels, Jacqui provides valuable insights into how demand for aviation fuel is reshaping feedstock markets and creating both opportunities and challenges for U.S. farmers.The conversation explores how federal policy is driving investment in biofuels, how aviation fuels are influencing traditional crops like corn and soy, and what new feedstock options may come into play. Jacqui shares her perspective on how producers can prepare for increased volatility, how trade and global markets tie into this shift, and what rural cooperatives and agribusinesses need to know to stay ahead.Looking forward, Jacqui highlights the biggest hurdles to scaling aviation fuels and the role of infrastructure, investment, and innovation in meeting demand. She also previews her upcoming role as moderator of the Sustainable Aviation Fuels panel at the Women in Agribusiness Summit this September, where industry leaders will discuss biofuels investment trends and how aviation fuel adoption will impact feedstock markets.Learn more about CoBank at https://cobank.com/#farm #farming #agricultureNorth American Ag is devoted to highlighting the people & companies in agriculture who impact our industry and help feed the world. Subscribe at https://northamericanag.comWant to hear the stories of the ag brands you love and the ag brands you love to hate? Hear them at https://whatcolorisyourtractor.comDon't just thank a farmer, pray for one too!Send us a textSubscribe to North American Ag at https://northamericanag.com
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Intro0:49 USDA Preview3:38 Argentina Situation7:22 Positive (ish) Soybean Spin10:11 Biofuel Back and Forth12:15 Ethanol Production
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Ag Economy6:57 Soybean Hit Piece9:58 SREs11:15 Grain Standards Act12:13 Cattle Selloff14:03 BLS Data (Jobs)
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 US/Japan Deal5:17 Rollins Comments7:53 Corn/Soybean Charts10:37 StoneX Estimates14:23 Drought Expands15:53 Biofuel Imports
Three wise men met and discussed the Seven Sins of The Energy Transition. Laurent, Gerard and Michael dissect seven sectors that have captured attention, investments and public money and are at best dead ends, at worst disasters waiting to happen.Greed — “Subsidy Mining in a Lab Coat” (Carbon Capture & Direct Air Capture)A capital-intensive detour that soaks up public money while delivering trivial abatement at extreme cost, great PR for incumbents, weak climate math. Gluttony — “Three Kilowatt-Hours to Move One” (Hydrogen-for-Energy)An energy-wasting appetite: make H₂ with clean power, then throw most of that power away moving, compressing, liquefying, and reconverting it—useful only in narrow industrial niches. Sloth — “Always ‘On Time' by 2040” (Small Modular Reactors)Perma-prototype promises that stay years late and dollars short while wind, solar, and storage deploy at scale now. Pride — “We Will Bottle the Sun” (Fusion Salvationism)Technological hubris as strategy: a captivating physics quest, but not a climate plan for the 2030s. Invest in science, don't budget on miracles. Lust — “Drop-In Fantasies for Every Engine” (Biofuels-Everywhere)The seductive promise of pouring yesterday's fuels into tomorrow's problems; keep them for hard-to-electrify edges, not as a universal fix. Wrath — “Culture War at Sea” (America's Offshore-Wind Own-Goals)Ideological backlash, litigation, and policy whiplash torch viable projects and local supply chains while the rest of the world builds.Envy — “Green Halo by Checkbox” (ESG Box-Ticking)Chasing ratings and labels instead of real-world decarbonization and cash-flow-relevant risk; better to separate E, S, and G and measure outcomes
The Minnesota Department of Agriculture (MDA) is currently seeking grant applications from gas stations looking to upgrade their infrastructure to offer E15, gasoline blended with 15% ethanol, at the pump. Minnesota Department of AgricultureSee omnystudio.com/listener for privacy information.
In Ep. #117, Jerry speaks with Dr. John Fleming, treasurer of the state of Louisiana, for a wide-ranging conversation. Topics include: Do decarbonization efforts, from net zero to carbon capture, actually do anything? How racial gerrymandering creates a more polarized nation The history of property rights — and why that matters in creating wealth for ordinary Americans. See omnystudio.com/listener for privacy information.
In this episode of The Crop Science Podcast Show, Dr. Daniela Jones from North Carolina State University joins us to discuss groundbreaking research in biofuels, sustainable farming practices, and the impact of data-driven solutions on crop production. She explores topics such as optimizing biomass supply chains and applying machine learning to improve sweet potato grading. Dr. Jones also highlights the critical role of interdisciplinary collaboration and data integration in advancing the field of crop science. Don't miss this episode—tune in now!"We're pairing satellite images with in-field data to inventory current practices and plan future incentives for sustainable tillage."Meet the guest: Dr. Daniela Jones, Assistant Professor and Ag Analytics Director at North Carolina State University, specializes in data-intensive modeling for sustainable agricultural systems. With a Ph.D. in Biological and Agricultural Engineering from Texas A&M University, she collaborates with leading laboratories to enhance biofuel production and crop analytics. Her interdisciplinary approach integrates data from gene expression, soil sensors, and satellite imagery to optimize agricultural outputs.Liked this one? Don't stop now — Here's what we think you'll love!What you will learn:(00:00) Highlight(00:56) Introduction(03:50) Ongoing research(07:01) Biofuels supply(07:46) Machine learning(14:09) Tillage practices(23:15) Sweet potato(25:59) Final questionsThe Crop Science Podcast Show is trusted and supported by innovative companies like:- KWS
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Biofuel Rumor Rally4:18 Crop Tour and USDA8:37 Export Sales13:30 Drought Monitor15:53 USDA Funding Cuts
It was a positive day for grains and a choppy one for livestock. On today's Final Bell, Mike Zuzolo of Global Commodity Analytics joins Lacey Shippy to unpack the action. Soybeans rally: Biofuel policy uncertainty and weather models fuel a breakout, with charts pointing toward June highs. Corn and wheat: Corn fights to join the bean rally while wheat shows technical strength, closing positive after weeks of losses. Exports and weather: Strong global demand and shifting high-pressure patterns keep grains supported. Cattle on Feed preview: Tight supplies, uncertain Mexican imports, and placement estimates set the stage for Friday's report. Zuzolo explains why this week feels like another USDA report day, with the EPA decision and crop tour results adding weight to the trade.
On Friday's AOA, we start the show with a look at the cattle markets to end the week and start the month of August with Kyle Bumsted from Allendale. In Segment Two, we discuss the economic impact of blueberries and talk with Kasey Cronquist, President of the U.S. Highbush Blueberry Council (USHBC). Next up in Segment Three, we discuss the latest news surrounding sustainable aviation fuel (SAF) with Jacqui Fatka, Lead Economist, Farm Supply and Biofuels at CoBank. Then we close the show with a D.C. policy news update from Jerry Hagstrom with The Hagstrom Report in Segment Four.
A new report finds that Australia could build a $36 billion low-carbon fuel industry, cut emissions by 230 million tonnes by 2050 and lessen reliance on imported fuels, but only if it acts promptly.
In the ongoing quest to boost yields and reduce agriculture’s carbon footprint, Bayer is zeroing in on crop innovations that tackle both. Speaking at the company’s research farm near Saskatoon, SK, Bayer Canada president Antoine Bernet outlined updates to the DEKALB canola lineup and plans to expand into new oilseed crops. “We are enhancing our... Read More
American biofuel manufacturers will use over half of all the soybean oil produced in the U.S. next year. NAFB News ServiceSee omnystudio.com/listener for privacy information.
In this week's episode, we cover major USDA updates, including a new farm security initiative and the appointment of Stephen Vaden as USDA Deputy Secretary. We also take a closer look at the closure of southern ports following a New World Screwworm outbreak. In the headlines, a screwworm outbreak near the Mexico border halted livestock imports and delayed key port reopenings as both the U.S. and Mexico invest millions in containment efforts. President Trump raised tariffs on South Korea and Japan to 25%, with additional trade actions expected later this month. Biofuel groups welcomed the EPA's newly proposed fuel standards for 2026 and 2027. Plus, President Trump voiced support for allowing immigrant farmworkers to remain on U.S. farms. This week, Delaney and Tanner sat down with Andrew Coppin, founder and CEO of Ranchbot. They dive into the latest industry dynamics, the importance of southern border monitoring and key biosecurity measures regarding the screwworm pest. Coppin also shares why the threat of New World Screwworm isn't just a Texas issue, it's a national concern for all livestock producers. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook and YouTube, along with our weekly videos!
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Subscribe to the Channel!0:52 190 Corn Yield?5:40 US Weather7:28 Big Brazil Corn Crop9:14 Farmer Sentiment11:35 Biofuel and Senate
Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Biofuel Blockbuster4:06 Middle East and Crude5:59 US Weather and Market Impact9:40 The Funds10:31 Brazil Corn Harvest