Policy Uncertainty Adds Risk to Farm Planning Decisions

Policy awareness is becoming part of everyday risk management.

2026BrandGuidep42-CombineInBrownField_getty-images-bJ9v3lHBcLQ-unsplash_1920x1080.jpg

Getty Images

LAKELAND, Fla. (RFD NEWS) — Government programs and policy debates are expected to heavily influence farm profitability heading into 2026.

AgAmerica Lending notes recent federal aid — including bridge assistance payments — may provide short-term relief, but does not resolve long-term margin pressure. Meanwhile, unresolved Farm Bill negotiations leave producers without clarity on future safety net programs.

Regulatory changes also remain in focus. Proposed WOTUS revisions, labor policy adjustments, and increased antitrust scrutiny of input suppliers could all alter operating costs and risk exposure.

Trade conditions add another variable. Export demand may improve slightly, but China remains unpredictable, and tariff policy could affect fertilizer and machinery expenses.

Together, these factors mean marketing decisions increasingly depend on Washington policy as much as supply and demand fundamentals.

Related Stories
Rabobank’s outlook signals a tightening margin environment, emphasizing the need for cost control, trade stability, and clearer policy signals heading into 2026.
Treat succession like any major crop — plan early, document clearly, and calibrate cash flow so the next generation can succeed.
Farm Bureau Economist Faith Parum discusses key outcomes from the U.S.-China trade agreement and the benefits of expanding trade across Southeast Asia.
Farm CPA Paul Neiffer joined us on Thursday’s Market Day Report to discuss the implications for farmers.
“It does not extinguish right away here — in any sort of sense — the real profitability concerns and people’s ability to pay bills and get to the other side of this in the very short term. This is where the skepticism builds.”

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Beef is leading the decline as slaughter drops and supplies tighten.
Ethanol demand held together last week, but lower production and thinner stocks put more focus on export strength. Production capacity is also strengthening over time and benefiting soybean farmers.
Expanded export financing could provide greater support for ag sales abroad if buyers and lenders use the additional tools.
Kansas Congressman Derek Schmidt joins us to discuss House passage of the Farm Bill, its potential impact on farm profitability and stability, key policy compromises, and the outlook for Senate consideration.
The farm bill is still moving, but the toughest amendment fights were pushed into today’s session. ASA President Scott Metzger joins us to discuss the risks of tariff actions on soybean exports, concerns over trade policy and production costs, and the importance of Farm Bill updates.
A more independent UAE could add long-term pressure and volatility to energy markets, affecting fuel and fertilizer costs.