Chinese/US trade talks continue, planting progress is nearing the finish line and Jay updates dairy.

U.S. planting pace has slowed but still looking pretty good! Renewable Fuel Standard updates on hold again…

We’ll also give our weekly quick tariff update, discuss markets as usual, and more!

US plant 2025 remains ahead of average pace and conditions are mostly favorable.  Also…Biofuel policy? EU tariff policy? The last few weeks have brought more rumors and uncertainty but nothing definitive.

Lots to discuss today! US planting pace (good), early season weather (good), tariff deals (good), Wheat Quality Council Tour (good), RUS/UKR peace deal (maybe?), and RVO mandates (still TBD)

A LOT to cover this week! Malaysian Palm Oil Board report comes in bearish, we have a House version of the tax bill that includes changes to the 45Z AND we got the May WASDE from USDA on Monday.

2025 US planting is going strong and made good progress this past week. Also on this call: SBO stocks shenanigans, RVO rumors, and the latest updates in the trade wars

Today, the crew talks about the good start to US planting season, the big jump in SBO prices, the big plunge in wheat, and more…

US spring planting is off to a nice start and ahead of average pace. Tariffs are still a big story but a bit quieter this week as several big trading partners are negotiating new trade deals with the US.

The tariff excitement continues…reciprocal tariffs delayed 90 days to give countries a chance to negotiate, USMCA goods in Canada and Mexico are off the hook, and things in China keep ramping up!

Tariffs, OPEC & Biofuels – Oh my! Plenty to talk about as reciprocal tariffs are set to go into effect this week, OPEC+ members are increasing oil supply, and the April WASDE comes out on Thursday