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U.S. Could Capture Up to 100% of Japan’s Ethanol Market

U.S. Could Capture Up to 100% of Japan’s Ethanol Market

By Jim Wiesemeyer

Japan on Friday announced a new biofuels policy. It could allow the U.S. to capture up to 100% of Japan’s on-road ethanol market, U.S. Trade Representative (USTR) Katherine Tai said Friday.

“The new biofuels policy Japan announced is the result of close collaboration between our two countries and it will further allow U.S. producers to meet Japan’s demand for more diverse energy sources,” Tai said in a news release.

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2026/27 South American Early Soybean Planting Pace a Record + A Repeat of 1998 in Hogs?

Video: 2026/27 South American Early Soybean Planting Pace a Record + A Repeat of 1998 in Hogs?


Despite a Super Strong El Nino the early South American soybean planting pace is ahead of schedule.
The long-term forecast looks dry for the North but wet for the South including Argentina.
China bought 1.5 mmt of U.S. soybeans this week with rumors of 2 mmt and now at 68% of 25 mmt commitment.
The question mark remains the Chinese pledge towards the $17 billion in ag purchases.
NOPA weekly crush report was lower than expected. Another hot U.S. wholesale inflation print this week.
Investors rotating out of AI
Weak U.S. pork demand weighing on hogs
+ CFTC.