Ag equipment sales have dropped over the past year, and analysts expect that trend to continue. However, one economist is more concerned about another area that remains vulnerable as tariffs persist.
“If you move upstream to the agricultural input industries, the John Deeres, the Cases, and so on, that’s a huge concern. We will probably create exemptions or cutouts for most of the higher-value, higher-cost elements in agriculture, but I think it is really straightforward. It’s corn and soybeans. It’s apples. It’s almonds. It’s pistachios. It is some version of processed and canned and easily shipped things,” said Bruce Sherrick with the University of Illinois.
Ag inputs, like feed ingredients and fertilizers, are exempt from higher tariffs for now, but ag equipment makers are feeling the effects. AgCo and CNH both reported double-digit sales drops last quarter. Leaders at AgCO say they are staying nimble amid the uncertainty.
WTO gauges point to agricultural raw materials trade growing more slowly than overall goods, reinforcing the need to manage export risk and monitor policy shifts closely.
December 03, 2025 03:46 PM
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One trader said the products entering the U.S. are primarily grind and trim, noting that the volume and type of beef, on its own, should not cause a major disruption. However, he says fund traders are reacting heavily to headlines rather than market realities.
November 24, 2025 02:42 PM
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Higher rail tariffs and tighter Canadian supplies will keep oat transportation costs firm into 2026.
November 24, 2025 11:22 AM
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Removing the 40% duty sharply lowers U.S. beef import costs on beef, coffee, fertilizer and fruit, and restores Brazil’s competitiveness during a period of tight domestic supply.
November 21, 2025 10:30 AM
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Urea and phosphate see the biggest price relief from tariff exemptions, but nitrogen markets remain tight, and spring demand will still dictate pricing momentum.
November 19, 2025 12:31 PM
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Firm live cow prices and shifting dairy-side culling suggest cull cow values may stay stronger than usual this winter despite weaker cow beef cutout trends.
November 18, 2025 01:02 PM
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Tariff relief may soften grocery prices, but it also intensifies competition for U.S. fruit, vegetable, and beef producers as cheaper imports regain market share.
November 17, 2025 01:20 PM
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U.S. Trade officials announced new deals with El Salvador, Guatemala, Ecuador, and Argentina, as well as a steep reduction in tariffs on Swiss imports.
November 14, 2025 11:58 AM
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RealAg Radio host Shaun Haney shares insights from a recent study, discusses EV market access in Canada, and highlights other market opportunities top of mind for Canadian producers.
November 12, 2025 03:19 PM
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