Growing the Future

Canola Prices and the Washington Policy Fight

Growing the Future

Show Notes

Susan Stroud of No Bull Ag spent more than fifteen years merchandising physical grain on the Mississippi river system before going out on her own, and now reads US biofuel regulation so producers do not have to. She joins Dan and co-host Ryan Bonnett of ABB Solutions to trace how a California carbon rule turned canola oil from a food crop into an energy crop, what happened when the small refinery exemption calculation changed in September, and why an amendment to the production tax credit put canola back in the game for 2026. The tension is that the single largest driver of Western Canadian canola prices is now a set of policy documents written in Washington and Sacramento, and almost nobody growing the crop has read one. Producers walk away understanding what RINs and exemptions actually do to their basis, where canola meal goes and why meal rather than oil is now driving crush margins, and why she thinks the risk is stacking higher while still insisting you keep selling into it.

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