Asia
USDA Undersecretary for Trade and Foreign Agricultural Affairs Luke Lindberg joined us with a recap of the Malaysia trade mission and a look at USDA’s broader trade strategy moving forward.
Geopolitical risk is rapidly increasing fertilizer price volatility before planting.
China may no longer serve as a consistent anchor market for U.S. cotton exports. Lewis Williamson of HTS Commodities joined us to discuss the factors influencing planting decisions, river conditions, and what producers are considering as they finalize acreage plans for the season.
Heightened Chinese inspections increase trade volatility for U.S. livestock exporters.
Expanded global trade access boosts long-term export demand potential for U.S. ag products.
Fertilizer still consumes an unusually large share of crop value.
The global rice surplus outweighs tighter U.S. supplies, pressuring prices.
Lawmakers request information from CEO Scott Stump over sponsorship concerns and potential implications for the organization’s nonprofit status.
Large carry-in stocks across major crops could limit price recovery in 2026/27 unless demand strengthens or weather-related supply reductions occur.
Rising Chinese feed output — especially for swine — signals sustained demand for protein meals and feed inputs, even when meat production growth appears modest.