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.
Dr. Todd Davis, Chief Economist with the Indiana Farm Bureau, shares a snapshot of his state’s harvest conditions and insights from producers.
October 07, 2025 02:37 PM
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Despite tariffs having a less significant impact on exports, corn producers struggle with tariff-related increases on inputs, which complicates their bottom line.
October 06, 2025 01:13 PM
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October 06, 2025 12:11 PM
Treasury Secretary Scott Bessent stated this week that the government will intervene to help, following China’s withdrawal from the U.S. soybean market. One trader says the industry will remain in a holding pattern until Tuesday.
October 03, 2025 01:04 PM
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Trump’s upcoming talks raise hopes for U.S. soybeans, but China’s record purchases from Brazil and Argentina show America’s market share remains under heavy pressure.
October 02, 2025 10:27 AM
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Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
September 30, 2025 04:12 PM
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