Analysts say this week’s data around planting intentions was not surprising, and economists at the Farm Bureau believe trade issues played a role in the results.
“I think this year might have even more uncertainty than normal around the quickly escalating trade war and the big question marks in the biofuel policy space. These dual concerns and uncertainties with sliding prices as well for soybeans, I think, led to some of the significant drop in soybean acres,” said Betty Resnick.
For most farmers, business is as usual despite the current uncertainty in the industry. While this week’s information from USDA was helpful, one broker says he has his sights set a few months out.
”...The May WASDE report will help us to see our first balance sheets for the new crop, corn and beans, but overall, these numbers will change. We won’t see any major changes until we get that June report,” said Greg McBride.
Another big economic indicator out this week shows that producer sentiment is slipping. This month’s Ag Economy Barometer shows a 12-point drop from last month, and it comes after a 15-point drop in February. Economists from Purdue University say weak expectations for the future led to the decline.
Strong White House backing supports ethanol demand, but timing now hinges on Congress resolving procedural — at the same time as they push toward a spending bill to avert another federal government shutdown.
January 28, 2026 11:35 AM
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Corn and soybean exports continue to anchor weekly inspection totals, with China maintaining a visible role, while wheat and sorghum remain more dependent on regional and seasonal demand shifts.
January 27, 2026 03:08 PM
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Lewis Williamson of HTS Commodities joined us with an update on the historic winter storm impacts and his outlook on today’s ag markets.
January 27, 2026 02:39 PM
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Rail continues to carry a larger share of the grain load, increasing sensitivity to rail capacity, labor, and pricing conditions.
January 27, 2026 11:55 AM
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Year-round E15 remains on the table, but procedural caution and competing regional interests pushed action into a slower, negotiated path.
January 26, 2026 01:33 PM
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Strong production and rising stocks may pressure ethanol margins unless demand or exports continue to improve.
January 26, 2026 10:00 AM
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Without additional support, many soybean operations will continue to face financial stress as they prepare for the 2026 crop.
January 26, 2026 09:41 AM
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Congressman Adrian Smith of Nebraska joined us with the latest on efforts to secure year-round E15 sales.
January 23, 2026 01:12 PM
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Decoupled base acres may amplify income inequality and distort planting decisions as farm program payments increase.
January 22, 2026 12:56 PM
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