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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Expect incremental near-term lift for feed grains, proteins, and ethanol as tariff cuts and smoother approvals translate into real orders.
Cattle markets are collapsing this week, and analysts say that several factors are at play. Consumer beef prices also remain near all-time highs, threatening long-term demand.
If confirmed, early Chinese buys tighten nearby Gulf/PNW capacity and could bump basis in export-oriented regions.
The idea of buying more beef from Argentina does not sit well with much of farm country, raising some questions from analysts and producers.
The U.S.-Japan tech pact signals long-term investment in bio-innovation, connectivity, and secure supply chains — all of which can strengthen rural manufacturing, ag exports, and digital infrastructure critical to the next generation of farm productivity.
Export volumes remain positive year-to-date, but weaker soybean loadings and slowing wheat movement hint at early bottlenecks in global demand or river logistics. Farmers should watch basis levels and freight conditions as export competition heats up.
