The EPA just handed canola its biggest biofuel win in history, and most farmers haven't caught up to what it means yet. Canola oil demand for U.S. biomass-based diesel is projected to more than double, with massive implications for Canadian producers. This week on Cuppa Coffee, Ryan is joined by Susan Stroud from NoBullAg.com to break down the EPA's final Set 2 renewable fuel standard ruling, Indonesia's surprise B50 biodiesel mandate, and why the global vegetable oil market just got dangerously tight.
Check out Susan's work: https://www.NoBullAg.com
This week's sponsor: Agi3. Forward Protect insurance for canola. Lock in profits at https://agi3.ai/
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⏰ Timestamps
00:00 Morning Market Snapshot
00:41 Wheat Price Rant
02:00 Key Headlines Ahead
03:03 Prairie Gopher Control
04:02 Indonesia B50 Biodiesel
07:22 War and Market Uncertainty
08:42 USDA Acres Expectations
09:30 EPA Rule Canola Wins
14:20 Why Prices Sold Off
16:13 2028 Policy Wildcards
19:57 Bullish Cards Left
21:58 Wrap Up and Farmer Notes
Listen to the show on the go.
https://open.spotify.com/show/3xz7OvO7P0WDW8mAx25L1y?si=bd51356530834599
https://podcasts.apple.com/ca/podcast/what-the-futures/id1715185428
