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.
Rail strength is helping stabilize grain movement, but river and export slowdowns continue to limit overall logistics momentum.
January 08, 2026 06:00 AM
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Retail pricing confirms tight cattle supplies and supports continued leverage for producers, reinforcing the need for disciplined risk management.
January 07, 2026 06:00 PM
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China continues to buy U.S. soybeans toward its 12 MMT commitment, as analysts cite data gaps, delivery timing questions, and muted market reaction.
January 07, 2026 11:50 AM
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Higher ethanol blend rates translate directly into stronger, more durable corn demand if regulatory momentum holds.
January 07, 2026 10:06 AM
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Long-term demand uncertainty is reshaping specialty crop strategies as producers adapt to fewer, older consumers.
January 07, 2026 08:01 AM
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Seasonal boxed beef softness does not change the tight-supply outlook — leverage remains closer to the farm gate heading into 2026.
January 07, 2026 06:00 AM
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