Susan Stroud on Biofuels, Grain Markets & Global Trade Flows

In this episode of the GSX Podcast, Henry Walsh speaks with Susan Stroud, founder of No Bull Ag, about her journey from working grain elevators along the Mississippi River to building one of the most respected independent agricultural intelligence platforms in the market today.The discussion explores the evolution of U.S. grain logistics, the growing importance of biofuel policy, changing global trade flows, and how renewable diesel demand is reshaping soybean oil, canola, and meal markets worldwide.Susan also shares insights into:The competitive dynamics of the St. Louis grain corridorHow low-water Mississippi events changed market behaviorThe rapid growth of soybean meal exportsWhy biofuel policy is creating new winners and losers across global agricultureThe challenges of building long-term investment certainty in renewable fuelsThe future of protein demand, feedstocks, and agricultural tradeA wide-ranging conversation covering logistics, policy, global commodity flows, and the future of agricultural markets.Subscribe to our weekly comment for more from GSX