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.
The U.S.-China summit raises hopes for stronger exports and reduced barriers, but U.S. ag players should remain strategically cautious until concrete volumes and certifications materialize.
October 30, 2025 10:37 AM
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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.
October 29, 2025 03:04 PM
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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.
October 29, 2025 12:58 PM
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If confirmed, early Chinese buys tighten nearby Gulf/PNW capacity and could bump basis in export-oriented regions.
October 29, 2025 10:15 AM
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Trade pacts with Malaysia and Cambodia unlock tariff-free and preferential lanes for key U.S. farm goods, expanding long-term demand in Southeast Asia.
October 28, 2025 02:08 PM
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Alan Bjerga, Senior Vice President of Communications with the National Milk Producers Federation (NMPF), shares updates and resources available to dairy producers.
October 28, 2025 02:03 PM
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