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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Milk output is rising, but steep drops in Class I–IV prices are tightening margins heading into 2026.
Weaker U.S. dairy prices come as value-added exports expand and ingredient inventories tighten, creating mixed market signals for producers.
WTO gauges point to agricultural raw materials trade growing more slowly than overall goods, reinforcing the need to manage export risk and monitor policy shifts closely.
Improved export prospects and higher crop prices strengthened future expectations despite continued caution about spending.
While the agriculture industry hoped details on proposed “bridge” payments for farmers would be released this week, Ag Secretary Brook Rollins said the USDA is still working with the White House on the finer points.
