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.
Fewer cattle on feed suggest smaller slaughter numbers this winter, which could support strong prices if beef demand holds firm.
September 22, 2025 11:10 AM
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Dairy farmers are expected to face strong output and export gains, but lower prices and tighter margins will persist into next year.
September 22, 2025 10:52 AM
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The USDA NASS report also confirms lower August placements.
September 19, 2025 03:36 PM
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Producers and processors should watch trade policy closely as tariff impacts ripple through seafood markets.
September 19, 2025 03:15 PM
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Ethanol producers face a widening opportunity window as aviation and marine fuel markets expand, with the potential to add billions in demand if policy and certification align.
September 19, 2025 02:42 PM
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Corn and beef exports showed strong momentum, cotton sales surged, and soybean sales held steady, though China remains absent from the U.S. market.
September 18, 2025 04:43 PM
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