China is currently rattling all of the markets right now. A short time ago, President Trump said China is becoming hostile and is threatening to impose export controls around the globe, on rare earth minerals.
The news immediately caused a drop in equities and commodities, with soybeans down 20 percent in a matter of minutes.
RFD-TV’s Tony St. James and market analyst Arlan Suderman of Stone X provide action and discuss what President Trump calls “a grave miscalculation.”
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Together, these markets highlight the diverse forces shaping industrial inputs and safe-haven assets.
Bigger-than-expected corn and wheat stocks are bearish for prices, while soybean figures were neutral. Farmers may face additional price pressure as harvest accelerates.
Jeramy Stephens, with National Land Realty, says that despite today’s economic headwinds, farmland remains a resilient asset — and understanding local conditions is key to making sound decisions.
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.
The Final Grain Stocks Report may be the last key figures we see if a government shutdown halts future updates.
The USDA noted that peanut edible utilization season-to-date is down 3% on the year, despite overall stocks increasing.
