Ep118: Demand Signals and Supply Equilibrium with Ryan Locke of National Oilseed Processors Association
Jun 11, 2025•56 min
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Episode description
Show Highlights:
- Discover the origins and key role of NOPA in oilseeds. [05:04]
- The latest science vs. sentiment conversation on seed oils in food. [09:01]
- Are seed oils ultra-processed as the MAHA Commission asserts? [11:12]
- Why clear policy signals from RVOs and 45Z tax credits are critical. [18:54]
- How 45Z policy changes will directly benefit domestic farmers and producers. [21:38]
- Will the 45Z extension revive soybean crush capacity? [25:47]
- Sunsets, uncertainties and policy shocks behind plant closures in ag. [29:31]
- Is RVO an artificial demand driver? [33:59]
- What long-tail risks to U.S. export competitiveness are likely from the trade war with China? [46:21]
- How to follow or connect with NOPA. [54:13]
If you are interested in connecting with Joe, go to LinkedIn:
https://www.linkedin.com/in/joemosher/, or schedule a call at www.moshercg.com.
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