Markets Look to January WASDE as Producers Weigh Storage, Shipping and Business Planning

Lewis Williamson with HTS Commodities breaks down the outlook on grain storage and domestic supply chain strength as producers weigh planting decisions with forthcoming federal aid.

NASHVILLE, TENN. (RFD-TV) — Supply and demand estimates from December’s WASDE Report from the U.S. Department of Agriculture (USDA) show that a lot of grains will be on hand this winter. It is testing storage and transportation systems. Despite heavy supplies, Justin Cauley of the National Grain Car Council told RFD-TV News that all systems are holding their own—at least so far.

“Not only did we have a big crop; we had everything coming at us at once, you know, ideal weather for the harvest time in a lot of areas,” Cauley explained. “You ask, as it relates to the transportation networks -- rail, truck, vessel, barge -- it seems all modes were well prepared for the surge, and we haven’t seen any significant logistic backlogs during this harvest season.”

Even if issues arise, Cauley said there are many options for most growers looking to offload their grain, and while it has been largely smooth sailing, shippers will be prepared.

“We’re preparing for strong demand,” he said. “Through the first quarter of the calendar year, we’re also preparing for cold weather. So, despite what we think are going to be some challenges — upcoming, potential challenges — we’re well prepared.”

With this week’s WASDE offering mostly steady projections across major crops, market watchers are already shifting their focus toward the January report. In the meantime, grain storage challenges, shipping constraints, and questions surrounding newly announced farmer assistance are dominating conversations in the ag sector.

Lewis Williamson with HTS Commodities joined us on Thursday’s Market Day Report to break down the outlook. He noted it has been an especially busy week for agriculture, with analysts tracking everything from global demand trends to domestic logistics and end-of-year marketing decisions.

Williamson also weighed in on the administration’s new farm aid package, saying producers are hopeful it may provide some added certainty as they plan for the coming year. While it remains to be seen how impactful the support will be, the announcement has become a key factor shaping near-term market sentiment.

Related Stories
Former Market Day Report anchor Janet Adkison was inducted into the National Association of Farm Broadcasting Hall of Fame, recognizing over 20 years of service sharing stories that impact Rural America.
Jake Charleston, with Specialty Risk Insurance, joins us now for an industry update and advice for cattle producers as they consider options for managing the risks of a murky market.
The National Milk Producers Federation will launch a new advocacy campaign to secure a final vote, urging House lawmakers to approve the bill as soon as they return from the Thanksgiving recess.
AFBF Vice President of Public Policy and Economic Analysis, Dr. John Newton, explains the factors contributing to the growing financial strain in the ag sector and the urgent need for swift economic support.
Tyson’s Nebraska plant closure and falling Cattle on Feed numbers send cattle markets tumbling. Analysts warn of tighter supplies, weak margins, and rising global competition.
Farmers with unpaid Hansen-Mueller grain should verify delivery records immediately and file indemnity claims quickly, as coverage rules differ sharply by state.

Marion is a digital content manager for RFD News and FarmHER + RanchHER. She started working for Rural Media Group in May 2022, bringing a decade of digital experience in broadcast media and some cooking experience to the team.

LATEST STORIES BY THIS AUTHOR:

Read the U.S. Department of Agriculture’s official press release published on Monday, December 8, 2025.
Joe Peiffer with Ag & Business Legal Strategies advises farmers on end-of-year financial planning, including preparing records, avoiding common credit mistakes, and evaluating equipment purchases for 2026.
Lewie Pugh with the Owner-Operator Independent Drivers Association (OOIDA) discusses the gap in truck driver education programs and how it impacts road safety and supply chain economics.
She joined us on Monday’s Market Day Report to share more about her new cookbook, “Dishes and Devotions: Make Every Day Delicious,” which recently hit #1 in Amazon’s Cajun & Creole Cooking category.
$11 billion will go to row-crop farmers immediately, with $1 billion set aside for specialty crops.
Eastern Region VP Joey Nowotny of Delaware joins us on FFA Today to talk about his new leadership role and an exciting year ahead for the National FFA Organization.