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