EPISODE · Jan 23, 2026 · 1H 19M
Oilseeds Move Higher. Is it policy related? Guest: Susan Stroud w/ No Bull Ag
from What the Futures! · host Ryan Denis
Soybean oil is ripping higher and canola is catching a bid — but the real driver is US biofuel policy. In Episode 107, Ryan Denis is joined by Susan Stroud (No Bull Ag) to break down the new 45Z changes, what’s set in stone, and what we’re still waiting on from the EPA’s 2026–27 RVO mandates. If you’re marketing canola in Canada (or soybeans in the US), this is the clearest explanation of what’s moving veg oils right now — and what could change fast. Links mentioned: Join Ryan’s email list: https://www.whatthefuturespodcast.ca/ Susan Stroud’s market insights: https://nobullag.com/ (see “Market Insights”) UPL Grower Rewards: https://www.uplcorp.com/ca/grower-rewards
What this episode covers
Soybean oil is ripping higher and canola is catching a bid — but the real driver is US biofuel policy. In Episode 107, Ryan Denis is joined by Susan Stroud (No Bull Ag) to break down the new 45Z changes, what’s set in stone, and what we’re still waiting on from the EPA’s 2026–27 RVO mandates. If you’re marketing canola in Canada (or soybeans in the US), this is the clearest explanation of what’s moving veg oils right now — and what could change fast. Links mentioned: Join Ryan’s email list: https://www.whatthefuturespodcast.ca/ Susan Stroud’s market insights: https://nobullag.com/ (see “Market Insights”) UPL Grower Rewards: https://www.uplcorp.com/ca/grower-rewards
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Oilseeds Move Higher. Is it policy related? Guest: Susan Stroud w/ No Bull Ag
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