Exports
Overall, the report suggests a shift toward more comfortable supply levels, with demand emerging as a key factor to watch in the months ahead.
A prolonged Iran ceasefire offers limited relief as fertilizer concerns persist, prompting U.S. policy shifts and driving farmers to reconsider crop acreage.
Strong corn exports support demand while soybeans lag.
Strong exports and prices are helping offset rising milk supplies.
Rep. Dusty Johnson of South Dakota joined us to discuss rising input costs, proposed fertilizer legislation, and potential support for farmers navigating tight margins.
Tariff refunds are underway, potentially returning billions to importers, as agriculture groups push for a larger role in trade policy and investigations.
Patrick De Haan with GasBuddy joined us to discuss diesel price volatility and what farmers can expect as geopolitical tensions continue to impact energy markets.
Tight supply and logistics issues may raise input costs.
Export funding aims to strengthen global demand for U.S. commodities.
Dairy markets are improving, but large supplies still cap the upside.