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0:00 NCGA Asks for Help
3:45 Soybean Rally
5:44 Green Plains and Blackrock
8:41 Ethanol Production
9:48 US Beef Prices

🌽 Corn Growers Plead for Action — But Are They Asking for the Wrong Thing? 🚜

The National Corn Growers Association (NCGA) is urging lawmakers to boost corn demand through market-based solutions. Their push comes as farmers face rock-bottom prices and a USDA forecast for a record-smashing crop — 16.74 billion bushels, 9% above the 2023 record. NCGA wants Congress to approve year-round E15 sales (potentially adding 457M bushels of demand) and for the Trump administration to fast-track trade deals. But here’s my take — E15 probably won’t move the demand needle much. What we really need? A solid biofuel policy for sustainable aviation fuel — something missing from NCGA’s plan.

🌱 Soybeans on a Tear
Soybean futures rallied for the third day in a row, hitting the highest price since early July. USDA projects soybean acreage down 7% year-over-year, pushing 2025/26 ending stocks to a three-year low.

🏭 Green Plains in Deep Debt
Green Plains has pledged nine of its ten ethanol plants to BlackRock for a debt extension. The company faces oversupply issues, weaker demand, and failed diversification. Their new hope? Carbon capture + updated 45Z tax credits.

⛽ Ethanol Production Rising
Output hit 1.09M barrels/day last week, while stocks fell to the lowest point this year. Efficiency is improving — more than 3 gallons of ethanol per bushel of corn today compared to 2.8 in 2015.

🥩 Beef Prices to Climb in 2026
USDA sees beef supplies dropping to the lowest since 2019, with herd rebuilding and tariffs on Brazil tightening supplies further.

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