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.
Tyson’s Nebraska plant closure and falling Cattle on Feed numbers send cattle markets tumbling. Analysts warn of tighter supplies, weak margins, and rising global competition.
November 25, 2025 12:05 PM
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Farmers with unpaid Hansen-Mueller grain should verify delivery records immediately and file indemnity claims quickly, as coverage rules differ sharply by state.
November 24, 2025 02:32 PM
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Higher rail tariffs and tighter Canadian supplies will keep oat transportation costs firm into 2026.
November 24, 2025 11:22 AM
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Lower U.S. and Mexican production means tighter sugar supplies and greater reliance on imports headed into 2026.
November 22, 2025 11:00 AM
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Mike Steenhoek of the Soy Transportation Coalition discusses industry reactions to the proposed Union Pacific–Norfolk Southern merger, the Surface Transportation Board’s review process, and current conditions on the Mississippi River.
November 21, 2025 01:59 PM
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Lower tariff rates and new rail-service proposals may improve corn movement efficiency during early-season marketing.
November 21, 2025 12:01 PM
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Crop producers face tightening credit and lower incomes, while strong cattle markets continue to stabilize finances in livestock-heavy regions.
November 21, 2025 11:58 AM
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Row crop losses in 2025 are outpacing last year. With no disaster aid yet approved, many operations face a tough financial bridge to 2026 even as Farm Bill improvements remain a year away.
November 20, 2025 05:00 PM
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Experts say farmers and ethanol producers would benefit from a risk-based ILUC system that protects forests without relying on speculative modeling.
November 20, 2025 04:24 PM
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