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.
Producers and processors should watch trade policy closely as tariff impacts ripple through seafood markets.
September 19, 2025 03:15 PM
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Producers may need to prepare for margin pressure in livestock feeding, while dairy farmers could benefit from stronger product demand.
September 16, 2025 12:42 PM
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Farmers await concrete trade commitments from China. Until then, export prospects for soybeans, corn, and sorghum remain uncertain against strong South American competition.
September 16, 2025 11:04 AM
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U.S. trade talks with China resume, but meat industry leaders say dealing with shifting demand and market uncertainty is nothing new in this side of the ag sector.
September 15, 2025 12:57 PM
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Tariffs are pushing up input costs, with fertilizer prices rising $100 per ton and machinery costs climbing due to steel and parts duties.
September 15, 2025 12:21 PM
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American Soybean Association President Caleb Ragland joins us to share his reaction to September’s WASDE and discuss the trade uncertainty between China and his industry.
September 12, 2025 02:13 PM
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