Crops
Fertilizer markets face uncertainty after President Trump raised the possibility of tariffs on Canadian imports, with analysts warning of supply and pricing risks. Josh Linville with StoneX provides a fertilizer industry outlook.
Freight Softens as Producers Plan 2026 Budgets Nationwide
“I’m not sure where this bridge goes,” trader Brady Huck with Advanced Trading told RFD-TV News earlier this week.
CoBank’s 2026 Year Ahead Report cites global grain oversupply, easing inflation, rate cuts, and major data center growth that could reshape rural America.
Ethanol output softened, but underlying supply-and-demand trends indicate stable longer-term use despite short-term volatility in blending and exports.
Strong Farm Credit finances help cushion producers, but prolonged low crop margins could strain renewals in 2026.
Stronger sorghum genetics could enhance the resilience of bioenergy crops and broaden production options for growers in harsher climates.
American Farm Bureau Federation (AFBF) economist Danny Munch joined us on Thursday’s Market Day Report to break down the scope of the U.S. Christmas Tree industry and what growers are up against.
Canadian tariffs would raise costs for potash, ammonia, and UAN, increasing spring fertilizer risk.
Lewis Williamson with HTS Commodities breaks down the outlook on grain storage and domestic supply chain strength as producers weigh planting decisions with forthcoming federal aid.
Experts say flooding the zone with more money could have unintented consequences without opening new markets for planted crops and inputs under significant pressure.
A permanent national E15 standard would boost corn demand, lower fuel costs, and provide a stable path for U.S. energy security.
Ag Secretary Brooke Rollins signed six MAHA waivers for SNAP in Hawaii, Missouri, North Dakota, South Carolina, Virginia and Tennessee.
Farm Journal Foundation Senior Policy Adviser Dr. Stephanie Mercier outlines new research on the top sixteen biosecurity threats in agriculture/
American Soybean Association President Caleb Ragland shares the soybean sector outlook following the announcement of farm aid to offset losses for U.S. row crop growers.
USDA Crop Progress Report
Rising federal debt is increasing pressure on Washington to limit spending, which could tighten future funding and delivery for agricultural programs.
Corn, Soy & Wheat
Stable U.S. fundamentals continue for major crops, but global adjustments in corn, soybeans, wheat, and cotton may influence early-2026 pricing.
Corn and wheat exports continue to outperform last year, while soybeans show steady but subdued movement compared to 2024.
Mold damage is tightening China’s corn supplies, supporting higher prices and creating potential demand for alternative feed grains in early 2026.
