Some ag analysts do not have the most optimistic outlook for the season ahead. Right now, they are watching several issues but say the bad times will not last forever.
“When you look at the crop sector of U.S. agriculture, we just have to work through these very large supplies. It sometimes takes us a while to do that, and so, even though prices are relatively low right now, in two to three years, we’ll probably be in a situation where crop prices are more similar to the break-even prices. The livestock sector, particularly the beef sector, is going to continue to do strong, and not only in 2025 but probably well into ’26,” said Michael Langemeier.
USDA’s most recent farm income forecast shows profits are set to increase for the first time this year since 2022. However, there is a catch, as those increases are largely due to the assistance package Congress passed late last year, and recently released by Ag Secretary Brooke Rollins.
China’s beef policy risk stems from domestic volatility, making export demand inherently unstable. Jake Charleston with Specialty Risk Insurance offers his perspective on cattle markets, risk management, and producer sentiment.
January 13, 2026 02:13 PM
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USDA flash corn sales, Cattle on Feed and Inventory reports, and beef packer antitrust concerns dominate January agricultural market news.
January 13, 2026 01:53 PM
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Larger grain stocks increase supply pressure, but strong fall disappearance — especially for corn and sorghum — suggests demand remains an important offset.
January 13, 2026 01:02 PM
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Record corn and sorghum crops boost feed grain supplies, while reduced soybean and cotton production tighten outlooks for oilseeds and fiber markets.
January 13, 2026 12:53 PM
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Lewis Williamson with HTS Commodities joined us to provide analysis on the January WASDE report and expectations for grain markets going forward.
January 13, 2026 12:34 PM
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Structural efficiency supports cattle prices and resilience — breaking it risks higher costs and greater volatility.
January 13, 2026 08:00 AM
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