Markets
CoBank’s 2026 Year Ahead Report cites global grain oversupply, easing inflation, rate cuts, and major data center growth that could reshape rural America.
Strong Farm Credit finances help cushion producers, but prolonged low crop margins could strain renewals in 2026.
American Farm Bureau Federation (AFBF) economist Danny Munch joined us on Thursday’s Market Day Report to break down the scope of the U.S. Christmas Tree industry and what growers are up against.
Rising beef supplies and lower cattle prices, weaker hog markets, and softening dairy prices will shape producer margins heading into 2026.
Lewis Williamson with HTS Commodities breaks down the outlook on grain storage and domestic supply chain strength as producers weigh planting decisions with forthcoming federal aid.
A permanent national E15 standard would boost corn demand, lower fuel costs, and provide a stable path for U.S. energy security.
Outdated reporting thresholds reduce cash-market visibility and increase the urgency of comprehensive Mandatory Price Reporting reform.
Stable U.S. fundamentals continue for major crops, but global adjustments in corn, soybeans, wheat, and cotton may influence early-2026 pricing.
Corn and wheat exports continue to outperform last year, while soybeans show steady but subdued movement compared to 2024.
Tariff relief and new trade agreements may temper food costs by reducing import costs.
Mold damage is tightening China’s corn supplies, supporting higher prices and creating potential demand for alternative feed grains in early 2026.
Tight Credit, Strong Yields Define Early December Agriculture
Cattle imports from Mexico remain stalled amid the New World screwworm outbreak. At the same time, Tyson closures add pressure on Nebraska producers and markets ahead of the USDA’s upcoming Cattle on Feed Report.
USTR Jamieson Greer signals a narrower trade deal with China, adding more market uncertainty. The Farm Bureau also supports reviewing China’s missed trade commitments under the Phase One.
Record yields and exceptionally low BCFM strengthen U.S. corn’s competitive position in global markets.
Credit stress is building for row-crop farms despite steady land values and slight price improvements.