President Trump has secured a deal with the European Union, worth billions of dollars for industries like agriculture. He met the EU leader while on a trip to his property in Scotland.
Commission President Ursula von der Leyen acknowledged there was an imbalance and says this is a starting point to fix that.
She has agreed to invest $600 billion into the United States, and that is on top of already established spending. They will also face a 15 percent baseline tariff on anything sent here. During a press conference, President Trump said agriculture will benefit greatly from the deal, but leaders note details on ag trade are still being worked out. The EU has also committed to buying $750 billion worth of U.S. energy.
President Trump’s August 1st deadline is still in place. He told reporters this weekend that three to four other countries are currently in talks and could reach a deal before Friday.
Mixed product pricing and rising milk supplies suggest margin management will remain critical as 2026 unfolds.
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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.
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Rail continues to carry a larger share of the grain load, increasing sensitivity to rail capacity, labor, and pricing conditions.
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Rising import pressure and tougher export competition are likely to persist into 2026, supporting domestic supplies while capping export growth.
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From tariff talks in Europe to SCOTUS uncertainty and rising farm losses, analysts say policy and global supply will shape grain markets in the year ahead.
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Analysts say a Supreme Court decision on tariffs could reshape protein markets, strain U.S.-China trade, and force farmers to rethink global demand strategies.
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