World News
Renewable Fuels Association CEO Geoff Cooper discusses record public support for year-round E15, congressional legislation, the Renewable Fuel Standard, 45Z guidance, and ethanol trade with Brazil.
President Trump’s address is scheduled for 9 p.m. Eastern. Markets will be watching for any announcements that could influence trade, foreign policy, energy markets, or other issues affecting the agricultural economy.
Global apparel production is shifting, but the expected boost for North American cotton manufacturing has yet to materialize.
The move comes as the United States expands its trade enforcement efforts, with Brazil expected to become the first country targeted under a new series of Section 301 trade actions.
Global conflicts, labor policy, and tightening wheat supplies are all competing for the attention of agricultural markets as producers navigate another volatile growing season.
Industry leaders say continued monitoring, communication, and prevention efforts will be key to keeping U.S. livestock herds protected from foreign animal disease threats.
The situation will be closely watched as the harvest approaches and exporters prepare for heavier corn and soybean movement.
The next U.S. Drought Monitor is scheduled for release Thursday, providing an updated look at moisture conditions across the country.
USDA’s Foreign Agricultural Service says U.S. agricultural exports to Vietnam reached $4.7 billion in 2025, making the United States the country’s second-largest agricultural supplier.
Mexico remained the central buyer in the latest USDA export sales report, while China provided support for soybeans, sorghum, cotton, pork, and cattle hides.
USDA’s July WASDE report projects the smallest U.S. wheat crop since 1970, tighter corn stocks, stronger soybean exports, larger cotton supplies, and higher cattle prices.
Attention now shifts toward the annual 25 million metric ton benchmark, equal to about 919 million bushels, for 2026 through 2028.
Cattle futures eased as traders weighed inflation and consumer demand, while robust auction activity under tight herd supplies and new export opportunities continued to support the beef outlook.
Markets await USDA’s July WASDE report as analysts monitor global corn production, China’s soybean demand, weather, and shifting trade dynamics.
Analysts say persistent rain is slowing harvest and raising questions about other Brazilian crops later this year.
North American trade numbers are sending mixed signals for U.S. agriculture as the U.S.-Mexico-Canada Agreement (USMCA) faces renewed attention.
Continuing Coverage: War in Ukraine
Lewis Williamson with HTS Commodities joins us to discuss U.S. crop conditions, key market factors influencing the growing season, and potential opportunities and hurdles for agricultural trade moving forward.
Continuing Coverage: Immigration
Supporters say reforming the H-2A program is critical to maintaining a stable agricultural workforce and ensuring farms can continue producing food while remaining economically viable.
The National Federation of Independent Business says 32 percent of small business owners reported job openings they could not fill, up three points from May.
Supporters say the legislation would improve labor access while reducing delays for employers and workers.
Business News: Trade
Imports & Exports
ASA President Scott Metzger says soybean growers remain focused on trade, the Farm Bill, renewable fuels, and market stability as Congress weighs additional assistance for farmers and export opportunities.
RealAg Radio host Shaun Haney discusses what the exemptions could mean for U.S. agriculture and global trade.
Chip Nellinger says trade developments, growing beef supplies and investor activity are all contributing to the recent pullback in cattle prices.