LUBBOCK, Texas (RFD NEWS) — Grain movement remains active across export channels, but uneven demand and rising fuel costs are shaping marketing opportunities heading toward spring delivery windows.
Railroads originated 27,733 grain carloads for the week ending January 31 — 9 percent above last year and 6 percent above the three-year average. Secondary shuttle bids dropped sharply week to week, signaling adequate railcar supply.
River traffic improved but remained historically weak. Barged grain totaled 265,900 tons, up 40 percent from the prior week but still 57 percent below a year ago. Gulf unloads fell 13 percent, pointing to a slower export pull-through.
Ocean demand strengthened as 39 vessels loaded at the Gulf, 18 percent above last year. Freight to Japan increased to $53.75 per metric ton from the Gulf and $30 from the Pacific Northwest.
Diesel averaged $3.688 per gallon, slightly above last year, keeping shipping costs elevated into planting season.
Farm-Level Takeaway: Adequate transportation capacity exists, but fuel costs and soft river demand could widen basis risk.
Tony St. James, RFD NEWS Markets Specialist
Brooks York of AgriSompo discusses projected prices and how farmers are adapting their crop insurance strategies as the price discovery period comes to a close.
February 23, 2026 12:32 PM
·
For the broader agricultural industry, a railroad antitrust case in Kansas could lead to the dismantling of legacy regulatory shields, creating a more fluid, market-driven transportation grid that prioritizes moving crops efficiently over protecting historic rail monopolies.
February 23, 2026 11:35 AM
·
Agriculture avoided major disruptions, but trade uncertainty remains elevated.
February 23, 2026 10:09 AM
·
Stronger fuel demand supports corn usage despite a steady production pace.
February 21, 2026 07:00 PM
·
Tommy Roach with Nachurs Alpine Solutions discuss fertilizer decision-making, plant fertility strategies, and what farmers can learn at Commodity Classic.
February 20, 2026 12:05 PM
·
Pre-filled Applications Available Online to Producers with a Login.gov Account
February 20, 2026 10:23 AM
·
