Business
Lewis Williamson with HTS Commodities joined us to provide analysis on the January WASDE report and expectations for grain markets going forward.
Structural efficiency supports cattle prices and resilience — breaking it risks higher costs and greater volatility.
Strong pork demand and improving beef exports outside China support protein markets despite ongoing trade barriers.
Logistics capacity remains available, but winter volatility favors flexible delivery and marketing plans. NGFA President Mike Seyfert provides insight into grain transportation trends, trade policy, and priorities for the year ahead.
Rising adoption of GLP-1 drugs may gradually reshape food demand, with potential downstream effects on protein markets and consumer purchasing patterns.
Traders are keeping a close eye on China’s soybean purchases as markets track export sales, shipments, and progress toward the ‘magical’ 12 million ton target promised last year.
Leadership development and bipartisan engagement remain central to advancing agriculture’s priorities in 2026.
Winter Weather, Drought Shape Early 2026 Farm Conditions
This simple but powerful tool from Nutrien enables farmers to keep track of highly personalized input costs and expenses involved in running their operation.
As domestic production and blending slowed, export demand remained a clear bright spot.
How the Public Trust Doctrine Threatens Agricultural Property Rights
Protein markets are fragmenting. Beef is supply-driven and more structurally expensive, whereas pork and poultry remain price-competitive.
Tight fed supplies shift margin risk to packers, strengthening cattle price leverage but increasing volatility.
Expanding chicken supplies are likely to keep prices under pressure in early 2026 despite steady demand growth.
The “Wild, Wild West” of Taxes
Markets
Officials say the virus is not a food safety risk and does not affect humans
The Texas Department of Agriculture confirmed a New World Screwworm case about 119 miles from the Texas border, near Zapata, Texas, and north and west of the Rio Grande Valley.
Domestic demand policy may play a larger role if export competition continues to limit price recovery.
Trade
Weak soybean sales and soft wheat demand contrast with solid corn export strength.
AFBF Economist Dr. Faith Parum break down new survey findings on fertilizer affordability and producer sentiment heading into the 2026 growing season.
David Fisher with the American Lamb Board joined us to discuss a new sustainability program designed to boost producer profitability while supporting stewardship practices.