Trade
Bioethanol continues to gain ground as the bridge fuel connecting agriculture, aviation, and maritime industries in the global shift toward lower-carbon energy.
“I can tell you that it is, in my estimation, a smart thing to do.”
“We’re going to have 360 million pounds of cheese that do not have a home.”
“We’re exporting nearly everything we grow”
Imports
Stagger buys and diversifies fertilizer sources — watch CBAM, India’s tenders, and Brazil’s import pace to time urea, phosphate, and potash purchases.
Recognizing phosphorus and potash as critical minerals underscores their importance in crop production and food security, providing producers with an added layer of risk protection.
Global nitrogen and phosphate prices remain high despite improved supply fundamentals, with limited Chinese exports and stronger fall applications tightening availability.
Exports
The global rice surplus outweighs tighter U.S. supplies, pressuring prices.
A weaker dollar supports export demand and may strengthen crop prices.
Smaller supplies could support cotton prices despite weak demand.