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.
Lewis Williamson with HTS Commodities joined us to provide analysis on the January WASDE report and expectations for grain markets going forward.
January 13, 2026 12:34 PM
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Market reaction was bearish for corn and soybeans, with analysts noting that abundant supplies amid tepid demand could keep price pressure on agricultural commodities.
January 12, 2026 03:51 PM
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Logistics capacity remains available, but winter volatility favors flexible delivery and marketing plans. NGFA President Mike Seyfert provides insight into grain transportation trends, trade policy, and priorities for the year ahead.
January 12, 2026 02:52 PM
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Traders are keeping a close eye on China’s soybean purchases as markets track export sales, shipments, and progress toward the ‘magical’ 12 million ton target promised last year.
January 12, 2026 11:57 AM
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As domestic production and blending slowed, export demand remained a clear bright spot.
January 11, 2026 12:00 PM
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AFBF Economist Faith Parum provides analysis and perspective on the Farmer Bridge Assistance Program—what commodity growers should know and potential remedies for producers facing crop losses where that aid falls short.
January 08, 2026 02:45 PM
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Rail strength is helping stabilize grain movement, but river and export slowdowns continue to limit overall logistics momentum.
January 08, 2026 06:00 AM
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Tennessee Rep. John Rose joined us to pay tribute to his friend and colleague, Rep. Doug LaMalfa, a true Champion of Rural America.
January 07, 2026 12:20 PM
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China continues to buy U.S. soybeans toward its 12 MMT commitment, as analysts cite data gaps, delivery timing questions, and muted market reaction.
January 07, 2026 11:50 AM
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