With the U.S. and China agreeing to a temporary pause on new tariffs, ag groups are monitoring the situation closely.
China remains a key market for U.S. products, like soybeans and pork, but China has recently shifted to buying from Brazil. Analysts note that while the 90-day pause may provide short-term stability, long-term market access remains uncertain.
Stakeholders are also watching for any purchase commitments as trade discussions continue.
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Prepare for acute UAN risk and a brief urea shock; maintain steady ammonia and phosphate plans, and monitor potash basis on the coasts.
Treasury Secretary Scott Bessent stated this week that the government will intervene to help, following China’s withdrawal from the U.S. soybean market. One trader says the industry will remain in a holding pattern until Tuesday.
Trump’s upcoming talks raise hopes for U.S. soybeans, but China’s record purchases from Brazil and Argentina show America’s market share remains under heavy pressure.
“MAKE SOYBEANS, AND OTHER ROW CROPS, GREAT AGAIN!”
Taiwan’s pledge to expand imports strengthens export prospects for U.S. row crops, livestock products, and specialty commodities, while the USDA’s broader trade push seeks to diversify farm markets globally.
With China’s pullback, U.S. sorghum producers must broaden their export markets. Building connections now could help stabilize prices and demand for the upcoming larger crop.
Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
China’s buying decisions continue to be a critical factor in shaping cotton prices and export opportunities worldwide.
Michigan corn farmer and NCGA Vice President-Elect Matt Frostic will lead the task force. He joined us on Thursday to share his insights on the escalating corn crisis.
