Geopolitical events could cause a shake-up in wheat. This week, President Trump said he has begun talks to help end the war in Ukraine.
Brian Hoops with Midwest Market Solutions says that news caught the market’s attention.
“Trump is trying to end the war between Russia and Ukraine, and if that happens, does that mean that Russia stops dumping cheap wheat onto the world market to fund their war? No war, no cheap wheat hitting the markets, we may see a little bit more competitive balance for world wheat trade if that does in fact happen.”
Another area traders are watching is South America. Conab recently put out numbers for Brazil’s soybean crop, leaving it largely unchanged from last season, but weather has not been very cooperative.
“It looks like the early yields were a little bit poor but are starting to pick up, improving now. It looks like we’re going to get some drier forecasts going forward and maybe some rain in southern Brazil and Northern Argentina. So, I would say the harvest weather is improving,” said Don Roose.
We should have a better idea where global crops stand next month when the WASDE report comes out March 11th.
Traders say that shift could eventually prompt the USDA to scale back soybean export projections, noting the outlook differs greatly for other grain commodities.
January 30, 2026 01:13 PM
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The changing political climate in America is leading to a drop in migrant crossings near the U.S.-Mexico border, where ranchers like Dr. Mike Vickers say they witnessed horrors from death to child trafficking.
January 30, 2026 11:47 AM
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STRAUSS CEO Henning Strauss joined us with a preview of “Meet Strauss: The Tool You Wear,” premiering live tonight at 7:30 ET — only on RFD Network and RFD+
January 28, 2026 05:01 PM
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USDA Undersecretary for Trade and Foreign Agricultural Affairs Luke Lindberg joined us with a recap of the Malaysia trade mission and a look at USDA’s broader trade strategy moving forward.
January 28, 2026 01:49 PM
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Corn and soybean exports continue to anchor weekly inspection totals, with China maintaining a visible role, while wheat and sorghum remain more dependent on regional and seasonal demand shifts.
January 27, 2026 03:08 PM
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Rail continues to carry a larger share of the grain load, increasing sensitivity to rail capacity, labor, and pricing conditions.
January 27, 2026 11:55 AM
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