Trade

Higher livestock prices reflect resilient demand, even as disease and herd shifts reshape 2026 supply expectations.
The Surface Transportation Board rejects the proposed Norfolk Southern–Union Pacific merger, prompting concerns from agricultural shippers about rail consolidation, service reliability, and higher transportation costs.
Freight volatility and route selection remain critical to soybean export margins and competitiveness.
While short-term volatility remains a risk, softer ocean freight rates in 2026 could improve export margins.
Trade volatility and shifting export destinations increase marketing risk for producers heading into 2026.
RFD NEWS Correspondent Frank McCaffrey speaks with Texas’s Sen. Ted Cruz and Rep. Vicente Gonzalez about USMCA renegotiation and its impact on U.S.–Mexico agriculture trade.
Shaun Haney joined us to discuss Canada’s new trade agreement with China, the potential impact on farmers and exporters, and what it could mean for U.S.–Canada trade relations going forward.
National Corn Growers Association Chief Economist Krista Swanson discusses corn supply pressures, market fundamentals, policy considerations, and producer outlook for the year ahead.
The proposal signals a renewed push to offset tariff-driven losses, stabilize nutrition programs, and broaden eligibility for farm aid, though its path forward will depend on congressional negotiations.
House Agriculture Committee Democrats are calling for action on the Farm and Family Relief Act, warning that proposed SNAP cost shifts to states could reduce food assistance for low-income families amid ongoing tariffs and trade disruptions that continue to strain U.S. farmers.
Tight beef cow supplies and steady demand point to continued record-level cull cow prices in 2026.
RFD News correspondent Frank McCaffrey reports from Texas on the ongoing water dispute and its implications for U.S. farmers.
RealAg Radio host Shaun Haney discusses the latest developments in the Supreme Court, trade tariffs, and the future of the USMCA under President Donald Trump.
The American Farm Bureau Federation’s 2026 agenda centers on labor stability, biosecurity, and economic resilience for family farms. Expanded DMC coverage improves risk protection for dairy operations facing tighter margins.
Freight volatility increasingly determines export margins, making logistics costs as important as price in marketing decisions.
China’s beef policy risk stems from domestic volatility, making export demand inherently unstable. Jake Charleston with Specialty Risk Insurance offers his perspective on cattle markets, risk management, and producer sentiment.
Imports
Fertilizer still consumes an unusually large share of crop value.
President Donald Trump signed an executive order this week to accelerate domestic production of phosphorus and glyphosate, signaling that farm input availability is now treated as a national security risk.
Fuel costs ease over the long term, but fertilizer energy remains volatile.
Exports
Corn export pace remains the bright spot, but stable ethanol export demand remains a critical support for corn markets.
Rail consolidation could affect grain basis, freight rates, and service reliability across major producing regions.
Expanded global trade access boosts long-term export demand potential for U.S. ag products.