NASHVILLE, Tenn. (RFD-TV) — The ag sector has now gone a whole month without harvest data from the U.S. Department of Agriculture (USDA) as the federal government shutdown continues. With combines finishing up in many regions, farmers are shifting their attention to transportation and storage decisions for the remainder of the season. Lewis Williamson with HTS Commodities joined us on Tuesday’s Market Day Report with the ag analyst perspective.
In his interview with RFD-TV News, Williamson said the post-harvest focus is shifting toward basis levels, grain movement, and storage costs as producers wait for updated federal reports to resume. He added that recent U.S.–China trade developments have provided a small lift for soy markets, though most traders are waiting for concrete purchase data before making major market moves.
Brooks York with Agri-Sompo discusses how this year’s pricing period played out and what it could mean for farmers heading into the end of the season.
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China’s crusher losses and Brazil tensions, Gale warns, could reopen critical soybean trade channels for U.S. producers.
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Persistently low Mississippi River levels are turning logistics challenges into pricing risks — tightening margins for grain producers and exporters across the heartland.
November 03, 2025 10:20 AM
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The WASDE/Crop Production combo will be the first full read on supply, demand, and yield that could move basis and hedging plans since the government shutdown more than a month ago.
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A rescheduled WASDE, China’s soybean squeeze, barge bottlenecks, and premium beef demand all collide this week — with cash decisions, basis, and risk plans on the line.
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China’s grain expansion model may be hitting its limit. Lower prices, high rents, and policy fatigue threaten future output — with ripple effects across global feed and oilseed markets.
November 02, 2025 05:06 AM
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High milk production and soft retail demand are squeezing prices and margins — making careful feed and risk management essential through year-end.
November 01, 2025 06:54 AM
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October 31, 2025 07:30 PM
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