Biofuels at a Crossroads With Policy and Politics Again at Play

Biofuels at a Crossroads With Policy and Politics Again at Play

April 21, 2026 · 36 min

About this episode

The episode discusses the impact of the Iran conflict on fertilizer markets and explores the economic maturity of ethanol, highlighting maritime shipping as a key opportunity for corn farmers amidst tightening margins.

The Iran conflict's impact on fertilizer markets, the economic maturity of ethanol, and why maritime shipping may be the most overlooked near-term demand opportunity for corn farmers right now. All of this is happening against a backdrop of tightening margins and generational transition on the farm. CoBank economist Jacqui Fatka is our guest this week.

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