The North American renewable fuel industry is waiting for answers from both the outgoing and incoming administrations in the U.S. to big policy questions that will have a major impact on future demand for crops as feedstocks. President-elect Trump’s nominee for leading the Environmental Protection Agency — New York congressman Lee Zeldin — has a history… Read More
Category: Energy Markets
Let’s hope grain markets fare better than the Winnipeg Jets did in Game 2 of their Stanley Cup playoff game last night, but if they don’t Jon Driedger, disappointed Jets fan and market analyst with Leftfield Commodity Research, says there’s still reasons to sell small into price rallies. Where are we at right now? Big… Read More
Government policies that promote the adoption of electric vehicles (EVs) are unlikely to make a major dent in future demand for renewable diesel, says an author of a recent report on the future of the renewable diesel market. Unlike biodiesel, renewable diesel can be directly substituted in diesel engines. Production capacity in the U.S. is… Read More
While the energy markets should be focused on supply and demand fundamentals, nagging economic factors and volatility in geopolitics are getting all the attention right now. That’s according to Phil Flynn, author of the Energy Report, who says banking stress in the U.S. and overseas, inflationary costs, and continued unrest in Ukraine and Sudan is… Read More
The problem with war is that there’s no way to know, really, what is going to happen. Jacob Shapiro, geopolitical analyst with Cognitive Investments, calls this the “fog of war,” and it creates uncertainty, volatility, and quick shifts in direction that are difficult to plan for. In the podcast and video below, RealAg Radio host… Read More
Looking back over the past century, economic recessions have more often than not been preceded by a sharp rise in oil prices, as seen in the first half of 2022. Farmers and grain marketers should be looking to the energy market as a leading indicator for where other commodities are headed, according to a market… Read More
Fertilizer pricing and supply continues to occupy the mental space of farmers across North America. There are still as many questions about the future of fertilizer prices as there have been since they skyrocketed following the summer of 2021. Supply chain issues and the war in Ukraine have created volatility, and many are watching the… Read More
There’s so much going on in the geopolitical scene right now, and all that works its way back in to the markets. The focus right now is squarely on Russia and Ukraine and how the current political situation is impacting markets. Joining RealAg Radio host Shaun Haney to break it down is Arlan Suderman, chief… Read More
Natural gas prices have increased in Europe, and China is facing its own issues with coal, leading to energy shortages on both continents. Understanding the likelihood of skyrocketing energy prices in Canada takes some understanding of the factors at work, and to shed light on the situation, Brendan Cooke, policy analyst at Canada West Foundation,… Read More
If you’ve had to go fill your fuel tank recently you’ve likely noticed a significant cost run-up. Patrick De Haan, head of petroleum analysis at GasBuddy, says on average the price of gas is higher than it has ever been, at an average of $1.45/L across the country. There are numerous reasons for this, but… Read More