Imports
Dr. Derrell Peel says the longer the border remains closed to Mexican cattle imports, the more likely some industry changes could become permanent.
USDA Secretary Brooke Rollins visits Arizona cotton producers as rising fuel, fertilizer, and fuel and fertilizer costs continue to pressure farm margins.
Fred Nichols with Huma joins us to break down “just in time” fertilizer applications, a growing trend in modern nutrient management as input costs continue to pressure farmers.
Industry leaders say damage tied to the Strait of Hormuz conflict may continue impacting global fertilizer supplies long after shipping resumes.
European officials say the temporary move is aimed at easing pressure on farmers as conflict in the Middle East disrupts fertilizer markets.
Tight cattle supplies should keep beef prices supported, while dairy, pork, and poultry are poised for greater production growth.
Current estimates are already hovering around 80 weeks.
StoneX analyst Josh Linville says global supply risks and continued dependence on imported urea are keeping fertilizer markets on edge.
Analysts say drought, tight cattle supplies and summer grilling demand continue shaping the protein market outlook.
USDA says weather damage in key Robusta-growing regions is tightening supplies and lowering export expectations.