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
Trucking industry expert Lewie Pugh joins us to discuss rising diesel costs, challenges facing independent truckers, and the broader impact on agriculture and rural transportation.
The White House is reportedly moving forward with beef import tariff reductions as officials look to lower food costs for consumers.
RealAg Radio host Shaun Haney joins us to discuss the latest developments surrounding the Trump/Xi summit, what the negotiations could mean for U.S. agriculture, and
trade enforcement concerns.
Huma Chief Sales and Marketing Officer Fred Nichols joins us to discuss rising interest in carbon-based products, soil health strategies, and fertilizer cost concerns.
Ethanol plants kept production steady, but softer gasoline demand and lower exports may limit near-term momentum.
Aimee Bissell discusses Iowa planting progress, weather conditions, fertilizer costs, and concerns over early crop development.
