Input Costs & Producer Inflation
Adequate transportation capacity exists, but fuel costs and soft river demand could widen basis risk.
Geopolitical tensions in the Strait of Hormuz disrupt fertilizer shipments, raising costs and creating uncertainty for U.S. farmers ahead of planting season.
Producer input costs are rising faster than expected — and this latest PPI report does not reflect the last two weeks of geopolitical tension.
President Trump issues a 60-day Jones Act waiver to ease fuel shipments amid Middle East tensions disrupting energy markets, while biofuel policy gains focus.
Lewis Williamson with HTS Commodities discusses how tensions in the Middle East are impacting producer’s spring planting decisions.
Mike Steenhoek with the Soy Transportation Coalition discusses supply chain disruptions, rising costs, and the potential impact on agriculture as farmers navigate ongoing global uncertainty.
Strong exports support ethanol margins and corn demand.
Kansas State University agricultural economist Dr. Gregg Ibendahl discusses rising diesel prices, the influence of global oil markets, and the potential impact on farmers heading into the spring planting season.
Rising protein demand supports long-term trade in feed and meat.
China’s stricter inspection rules prompt Cargill to pause soybean exports from Brazil, briefly lifting U.S. soybean prices as traders anticipate potential shifts in global trade, as export demand remains supportive across all major U.S. commodities.