Exports
ASFMRA’s George Baird shares insight on spring planting progress, acreage trends, and the financial factors influencing Mid-South farmers this season.
Domestic textile demand plays a shrinking role in supporting U.S. cotton prices.
Record ethanol demand continues supporting corn markets and rural economies.
China may no longer serve as a consistent anchor market for U.S. cotton exports. Lewis Williamson of HTS Commodities joined us to discuss the factors influencing planting decisions, river conditions, and what producers are considering as they finalize acreage plans for the season.
Rail logistics remain supportive, with access to Mexico improving
U.S.-Mexico agricultural trade faces uncertainty in 2026 as tariffs and cartel violence threaten farmers and ranchers. Congressman Henry Cuellar and Texas leaders weigh in on impacts and risks.
Delays on year-round E15 keep potential corn demand and fuel savings in limbo.
Strong export demand supports barge markets, but weather risks remain.
Reliable canal infrastructure supports long-term access to global agricultural markets.
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.
For the broader agricultural industry, a railroad antitrust case in Kansas could lead to the dismantling of legacy regulatory shields, creating a more fluid, market-driven transportation grid that prioritizes moving crops efficiently over protecting historic rail monopolies.
Agriculture avoided major disruptions, but trade uncertainty remains elevated.
The USDA Agricultural Outlook Forum highlights modest price support from tighter supplies across cotton, grains, dairy, livestock, and sugar into 2026.
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.
Strong corn exports support prices while soybeans lag yearly pace. However, large carryover stocks limit upside despite solid yields.
Weskan Grain CEO Will Bramblett discusses the antitrust lawsuit filed by grain farmers and agribusinesses, and its potential implications on rail competition and market access.
RealAg Radio host Shaun Haney shares insight into Canada’s trade push in Mexico and what it could signal for agriculture and the USMCA moving forward.