Traders are warning that the markets have had a different feel lately. They say it is no surprise, given the action out of our nation’s Capitol recently, but they warn you need to stay vigilant.
“So now that we’ve flipped the calendar into 2025, it started with the January report,” said Brian Splitt. “It really changed the perception of the balance sheet for corn specifically, but also for soybeans. And now we’ve got a new Administration in office. And so with all of the things going on, with tariffs, who are we putting tariffs on? Are the tariffs off? Are they getting delayed? So the frequency of what you would say market-impacting information is really ramping up.”
Splitt says it is important to tackle any issues now. The number one thing you want to avoid is making decisions under duress.
Shaun Haney says the new blending targets could support ethanol demand as farmers face tight margins and strong export competition.
Ben Pratt with The Mosaic Company joins us to discuss sulfur market disruptions, fertilizer production challenges, global supply chain impacts, and implications for farmers planning future input needs.
CoBank economist Abbi Prins joins us to discuss declining replacement heifer inventories, dairy-to-beef calf market shifts, pricing impacts, and implications for future milk supply.
Renewable Fuels Association data shows ethanol production declined last week, but stronger blending demand provided support.
Task force member Warren Cude says sterile fly releases and early reporting remain key to slowing New World screwworm.
A private acreage estimate points to fewer corn acres and more soybeans ahead of the USDA’s upcoming final acreage report this week.
