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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ock NH3 early, track China’s Oct. 15 call and any U.S. Russia-UAN action, stay nimble on urea, and budget cautiously for high-priced phosphate.
Plan for a cooler global trade market in 2026 with tighter margins on exports, potential rate shifts, and premiums for reliable deliveries into Asian and African growth markets.
Market analyst Kevin Huddleston said news of trade deals could rebound cotton prices in late fall, and producers need to be ready to strike deals.
Lewis Williamson, from HTS Commodities, joined us to share insights on the farm economy from producers in the field.
Despite tariffs having a less significant impact on exports, corn producers struggle with tariff-related increases on inputs, which complicates their bottom line.
