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.
Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
September 30, 2025 04:12 PM
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The Final Grain Stocks Report may be the last key figures we see if a government shutdown halts future updates.
September 30, 2025 12:25 PM
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The USDA noted that peanut edible utilization season-to-date is down 3% on the year, despite overall stocks increasing.
September 29, 2025 04:55 PM
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“Those could’ve easily been our beans going over there. It goes to show that if that opportunity is there, China would be willing to buy.”
September 29, 2025 03:59 PM
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A booming butterfat market is good for some dairy products but threatens efficiency and margins for cheesemakers unless protein levels catch up
September 29, 2025 12:53 PM
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Land values are increasing faster than farm income, making it more challenging for young and beginning farmers to expand, but supporting equity for current landowners.
September 29, 2025 09:58 AM
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