On Tuesday morning, USDA announced a new National Farm Security Action plan.
Ag Secretary Brooke Rollins says that it includes a renewed focus on protecting American agriculture from foreign threats.
That includes the threat of U.S. farmland being acquired by countries like China.
States like Arkansas and Nebraska have already taken action on the issue. Arkansas Governor Sarah Sanders explained how her state is taking action against Chinese-owned Syngenta and other actions they are taking.
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A Reuters report shows China has a soybean “glut,” finding stockpiles at Chinese ports are at record levels, with crushers there holding the most supplies since 2017.
The National Milk Producers Federation (NMPF) says recent wins in markets like Malaysia and Cambodia help farmers focus on production rather than trade barriers.
Stagger buys and diversifies fertilizer sources — watch CBAM, India’s tenders, and Brazil’s import pace to time urea, phosphate, and potash purchases.
Pork producers should prioritize health and productivity gains, hedge feed and hogs selectively, and watch Brazil’s export pace and China’s sow policy for price signals.
While the U.S.-China framework for soybean trade is in place, Ohio farmer Chris Gibbs tells us he will believe it when he sees it.
Global nitrogen and phosphate prices remain high despite improved supply fundamentals, with limited Chinese exports and stronger fall applications tightening availability.
