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.
Weak crop margins and tariff uncertainty are delaying machinery purchases and signaling slower capital investment across U.S. agriculture.
March 05, 2026 02:04 PM
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Jeramy Stephens with National Land Realty explains how the Supreme Court’s tariff ruling and ongoing ‘America First’ trade policy raise new questions about U.S. farmland values and agricultural market stability.
March 04, 2026 12:04 PM
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Purdue University’s Dr. Michael Langemeier discusses the survey’s findings in February and broader signals in the months ahead.
March 03, 2026 02:38 PM
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Heightened Chinese inspections increase trade volatility for U.S. livestock exporters.
March 02, 2026 06:00 AM
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U.S.-Mexico agricultural trade faces uncertainty in 2026 as tariffs and cartel violence threaten farmers and ranchers. Congressman Henry Cuellar and Texas leaders weigh in on impacts and risks.
February 27, 2026 09:00 AM
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Policy awareness is becoming part of everyday risk management.
February 25, 2026 04:50 PM
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