Exports
HTS Commodities’ Lewis Williamson provides updates on how growers are preparing for spring planting in an unpredictable agricultural landscape.
India trade tensions may affect the U.S. export outlook.
Strong exports and production support ongoing corn demand.
Farm legal expert Roger McEowen discusses a new rail antitrust case in Kansas and its potential implications for farmers as rail upgrades signal continued export-driven demand for logistics.
Surging energy markets are quickly becoming a cost story for U.S. agriculture as crude oil climbs on supply fears tied to the Middle East conflict.
Logistics remain firm, but freight costs continue to rise.
Strong corn demand and cotton shipments support export outlook.
Cuban economic reforms could open up nearby export demand, but policy execution remains the key uncertainty.
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.