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.
RealAg Radio host Shaun Haney explains shifting global trade dynamics and what they could mean for agriculture and energy markets.
April 10, 2026 02:27 PM
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Shaun Haney with Real Ag Radio joined us to break down the USMCA review and what Canadian producers and exporters should be watching in the months ahead.
April 09, 2026 02:39 PM
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Rich Nelson with Allendale joined us to break down early planting progress, market expectations, and what producers should keep an eye on as the season moves forward.
April 07, 2026 12:23 PM
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Rising fertilizer costs tied to tariffs are tightening margins for U.S. wheat growers, according to new data from the National Association of Wheat Growers.
April 02, 2026 10:54 AM
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Expanded access could boost demand for U.S. exports.
March 30, 2026 11:41 AM
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NMPF’s Alan Bjerga discusses pending trade agreements with Indonesia and Ecuador and how they will benefit U.S. dairy producers and improve overall global competitiveness of U.S. ag products.
March 17, 2026 02:33 PM
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