Episode
The EPA Just Changed Everything for Canola
- Podcast
- What the Futures!
- Published
- Mar 31, 2026
- Duration seconds
- 1406
- Processing state
not_requested- Canonical source
- https://what-the-futures.castos.com/episodes/the-epa-just-changed-everything-for-canola
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Summary
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/ New here? Cuppa Coffee airs live every Tuesday. Subscribe and hit the bell for weekly grain market insights for Canadian and U.S. farmers. Catch Friday's episode where Ryan asks: Am I crazy for considering buying nitrogen for 2027? ⏰ 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