The ag industry and the markets are eager to get new government reports next month, and it is when recent trade action could really begin to show up.
One economist says all the tariff talk could make moves in the May WASDE, especially around exports.
“We’ve been running much lower than year-ago levels. Obviously, the increased tariff rates on U.S. port shipments to China, as well as price competition for other major exporting countries. We’ve seen some headline news that Brazil, for example, has seen some real increases in their trade by volume over the last couple of months. And so, I think as you look at all those factors, USDA made that change to some of those fundamentals that they expect to play out here in 2025,” said Lee Schulz.
On Tuesday, USDA will release the official balance sheet for the year. Schulz says he will be closely watching state-level data around the hog and pork sectors.
December 18, 2025 10:20 AM
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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.
December 15, 2025 01:35 PM
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The U.S. has a bountiful corn supply, but markets are waiting for the January WASDE Report, which will include updated yield estimates.
December 15, 2025 11:34 AM
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Strong Farm Credit finances help cushion producers, but prolonged low crop margins could strain renewals in 2026.
December 12, 2025 11:42 AM
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Rising beef supplies and lower cattle prices, weaker hog markets, and softening dairy prices will shape producer margins heading into 2026.
December 11, 2025 01:32 PM
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Canadian tariffs would raise costs for potash, ammonia, and UAN, increasing spring fertilizer risk.
December 11, 2025 01:16 PM
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Stable U.S. fundamentals continue for major crops, but global adjustments in corn, soybeans, wheat, and cotton may influence early-2026 pricing.
December 10, 2025 10:31 AM
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Tariff relief and new trade agreements may temper food costs by reducing import costs.
December 09, 2025 11:55 AM
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$11 billion will go to row-crop farmers immediately, with $1 billion set aside for specialty crops.
December 08, 2025 03:19 PM
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