Crops
Lewis Williamson with HTS Commodities joined us to discuss spring planting progress and the outlook for trade and demand as the season continues.
Dr. Joana Colussi says differences in input costs, trade conditions, and second-crop risks continue shaping profitability in both countries.
Corn demand received another boost last week as ethanol production climbed to a five-week high.
StoneX analyst Josh Linville says global supply risks and continued dependence on imported urea are keeping fertilizer markets on edge.
Senate Majority Leader John Thune says senators are trying to align the E15 effort with broader Farm Bill negotiations as producers continue grappling with weak farm income and elevated costs.
Soybeans accounted for nearly half of the $15 billion in losses on U.S. ag exports to China due to tariffs, according to researchers at North Dakota State University.
Feed grain supplies may tighten in 2026/27, supporting higher corn and sorghum prices despite large crops.
USDA says weather damage in key Robusta-growing regions is tightening supplies and lowering export expectations.
USDA says growing soybean output and expanding biofuel demand are helping drive the increase.
Texas A&M economist John Robinson says speculative buying helped push ICE cotton futures sharply higher.
For farmers, better data may not solve every local rail problem, but it can make service failures easier to document.
Smaller exporter crops and lower global stocks could keep wheat markets sensitive to weather, trade, and shifts in demand.
Emily Oberbroeckling says producers in northeast Iowa have made strong planting progress while continuing to monitor moisture conditions.
Jeff Frazier of Scoular discusses the early High Plains canola harvest, acreage growth in Kansas and Oklahoma, and theoutlook for planting and production.
State agriculture leaders say the new “Nine Lakes of East Tennessee” designation could boost tourism and industry investment.
Corn inspections remain strong year-to-date, while China’s soybean and sorghum movement remains important to late-season export demand.
Grains and Commodities
USDA Elevates “Plant Not Plastic” Initiative and Supports Buying American Cotton Act
Soybean oil is already feeling the pressure.
USDA Secretary Brooke Rollins visits Arizona cotton producers as rising fuel, fertilizer, and fuel and fertilizer costs continue to pressure farm margins.
Specialty Crops
USDA approves disaster aid for Pennsylvania orchard and specialty crop growers after April freezes caused major crop damage statewide.
Canadian industry leaders argue the tax policies cited by U.S. officials are similar to exemptions already used by American growers.
Low snowpack and rapid melt are heightening irrigation concerns across the West as farmers face falling reservoir levels and strained water supplies.
