Business
Crop-specific shifts and strong prices highlight the variability of this year’s fruit and tree nut harvest, according to USDA data.
“No business person in the United States is going to hire people that are terrorists or criminals. So deporting them is going to have zero impact on the economy...”
“For producers, the retaliation is the big threat...”
Markets
Improving consumer confidence supports baseline food and fuel demand, but cautious spending limits upside potential for ag markets in 2026.
Strong ethanol production and export trends continue to support corn demand despite seasonal fuel consumption softness.
Cotton demand depends on demonstrating performance and reliability buyers can rely on, not messaging alone.
Trade
Tyson’s Nebraska plant closure and falling Cattle on Feed numbers send cattle markets tumbling. Analysts warn of tighter supplies, weak margins, and rising global competition.
One trader said the products entering the U.S. are primarily grind and trim, noting that the volume and type of beef, on its own, should not cause a major disruption. However, he says fund traders are reacting heavily to headlines rather than market realities.
Shaun Haney, host of RealAg Radio, provides the latest insight into the timing, expectations, and broader considerations of the potential aid package, despite increasing exports to China.