This will be the first full week of trade under President Trump’s new trade policy. Commodities will trade all week with tariffs in place, and while there might be some turbulence, energy groups say desired results will be worth it.
“The President and his administration have been very clear about this - the whole purpose is to bring jobs back to this country, and to bring economic opportunity back to this country. It is shocking to see our trade deficit and how much we are spending in other countries, and those countries are restricting our goods and services. The agriculture sector is the one that’s probably hurt the most and has probably gotten the least attention so far,” said David Holt, President of Consumer Energy Alliance.
From an energy stance, Holt says the emergency orders signed last month will likely help bring consumer costs down, including diesel and gas prices. However, he says it will also help lower costs to run artificial intelligence facilities, which require a lot of energy.
An import lag for ground beef will likely look different than last year’s egg shortage. The difference comes down to biosecurity and market flexibility.
November 03, 2025 12:07 PM
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The WASDE/Crop Production combo will be the first full read on supply, demand, and yield that could move basis and hedging plans since the government shutdown more than a month ago.
November 03, 2025 09:34 AM
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China’s grain expansion model may be hitting its limit. Lower prices, high rents, and policy fatigue threaten future output — with ripple effects across global feed and oilseed markets.
November 02, 2025 05:06 AM
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High milk production and soft retail demand are squeezing prices and margins — making careful feed and risk management essential through year-end.
November 01, 2025 06:54 AM
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U.S. Rep. Dusty Johnson (R-SD) shares his outlook on the developing U.S.-China Trade agreement, and the ongoing impact of the federal government shutdown—now stretching past four weeks—on rural communities and producers.
October 31, 2025 01:35 PM
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RealAg Radio host Shaun Haney joined us on Friday’s Market Day Report to discuss what the Carney-Xi meeting could mean for Canadian producers.
October 31, 2025 01:29 PM
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