April 3, 2026: Renewable Fuel Momentum Builds as Fertilizer Costs Rise

About this episode

This episode discusses the impact of the EPA's Renewable Volume Obligations on agriculture and the effects of the U.S.-Iran conflict on fertilizer prices.

The EPA is releasing its long-awaited Renewable Volume Obligations (RVOs), and this week we discuss what those standards could mean for agriculture. We also break down what the ongoing U.S.-Iran conflict could mean for fertilizer prices and availability for farmers. Other agriculture news this week includes Illinois officially moving to a B20 biodiesel blend requirement to qualify for the tax credit, new findings from Bushel on farmers’ digital tool usage, and the United States Department of Agriculture announcing plans to move the United States Forest Service headquarters from Washington to Utah. We also discuss what officials are saying about reopening the U.S.-Mexico border for cattle trade, along with some Easter-related news involving chocolate and eggs. This week’s interview is with Josh Linville of StoneX, who explains how the conflict involving Iran is impacting fertilizer supply and costs. He notes that roughly one-third of global fertilizer trade, along with significant volumes of oil, natural gas and crop nutrients, move through the Strait of Hormuz. Linville says the conflict could create long-term ripple effects across supply chains, raising energy and fertilizer…

People in this episode

Guest: Josh Linville

Topics covered

• Renewable Volume Obligations
• fertilizer prices
• U.S.-Iran conflict
• biodiesel blend
• digital tool usage
• cattle trade
• Easter news

Keywords

• agriculture
• fertilizer supply
• energy costs
• supply chains

Mentioned in this episode

Products: B20 biodiesel

Places: U.S.-Iran, Illinois, Washington, Utah, U.S.-Mexico, Iran, the Strait of Hormuz

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