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.
Protein markets are fragmenting. Beef is supply-driven and more structurally expensive, whereas pork and poultry remain price-competitive.
January 10, 2026 07:00 AM
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Tight fed supplies shift margin risk to packers, strengthening cattle price leverage but increasing volatility.
January 09, 2026 03:36 PM
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Expanding chicken supplies are likely to keep prices under pressure in early 2026 despite steady demand growth.
January 09, 2026 11:00 AM
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Reduced winter placements indicate tighter fed cattle supplies and greater leverage during peak-demand months.
January 09, 2026 06:00 AM
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AFBF Economist Faith Parum provides analysis and perspective on the Farmer Bridge Assistance Program—what commodity growers should know and potential remedies for producers facing crop losses where that aid falls short.
January 08, 2026 02:45 PM
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Farmer Bridge payments are being used primarily to reduce debt and protect cash flow, not drive new spending. Curt Blades with the Association of Equipment Manufacturers joined us to provide insight into the ag equipment market and the factors influencing sales.
January 08, 2026 08:00 AM
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