Business
Analysts warn the closed U.S.-Mexico border is straining cattle supplies and packing capacity. StoneX and USDA data point to long-term industry shifts.
China’s pullback is hitting core U.S. commodities hard, reshaping export expectations for soybeans, cotton, grains, and livestock.
Slower grain movement may pressure basis, but falling diesel prices could help offset transportation costs.
Plans are underway for the 27th annual Great Eastern Iowa Tractorcade, a June event celebrating farm heritage, tractor history, and rural traditions. Event manager Matt Kenney joins us to highlight the importance of commemorating farm heritage.
Fertilizer markets face uncertainty after President Trump raised the possibility of tariffs on Canadian imports, with analysts warning of supply and pricing risks. Josh Linville with StoneX provides a fertilizer industry outlook.
A new study found that retaining the EPA’s half-RIN credit protects soybean demand, farm income, and crushing-sector strength while preserving biofuel market flexibility.
The U.S. has a bountiful corn supply, but markets are waiting for the January WASDE Report, which will include updated yield estimates.
Freight Softens as Producers Plan 2026 Budgets Nationwide
“I’m not sure where this bridge goes,” trader Brady Huck with Advanced Trading told RFD-TV News earlier this week.
CoBank’s 2026 Year Ahead Report cites global grain oversupply, easing inflation, rate cuts, and major data center growth that could reshape rural America.
Plan for sharp, short-term volatility after unexpected outages; permanent closures rarely trigger major price spread disruptions.
Ethanol output softened, but underlying supply-and-demand trends indicate stable longer-term use despite short-term volatility in blending and exports.
Strong Farm Credit finances help cushion producers, but prolonged low crop margins could strain renewals in 2026.
USDA data confirms that U.S. agriculture remains overwhelmingly family-run despite structural shifts in scale and production, according to a new analystis by Farm Flavor.
The specific provision in the CO₂ storage law allowed the North Dakota Industrial Commission (NDIC) to authorize carbon storage projects to proceed even if they lacked unanimous consent from all affected landowners.
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.
Markets
Weekly export movement stayed solid, with corn and sorghum continuing to show the strongest overall pace.
California almond acreage tightens while pistachios shift into an off-year, shaping a mixed outlook for prices and supply in the tree nut market.
Lewis Williamson with HTS Commodities joins us to break down the latest USDA crop progress report, share insights from growers, and discuss how global factors are shaping planting decisions this season.
Trade
Lewie Pugh, with the Owner-Operator Independent Drivers Association, discusses EPA DEF system changes and what they mean for the supply chain and fuel costs.
Rising costs and prices are shifting acreage toward soybeans. Most fertilizer prices are up double digits from this time last year, with Urea seeing the largest gains.
RealAg Radio host Shaun Haney explains shifting global trade dynamics and what they could mean for agriculture and energy markets.