Railroad and Maritime Trade

Phosolutions’ Julia Andrus joins us to discuss fertilizer market uncertainty, evolving grower strategies, and how efficiency is reshaping nutrient management decisions in modern agriculture.
“Good flies? Is that like a good fire ant?” Miller said. “I don’t know what a good fly is. I don’t know if they’re afraid to kill house flies or stable flies, but I’m ready to kill the screwworm fly.”
Escalating U.S.–China tensions threaten soybean demand as farm finances are stretched further.
Expect business-as-usual for most container exports.
Plan for a cooler global trade market in 2026 with tighter margins on exports, potential rate shifts, and premiums for reliable deliveries into Asian and African growth markets.
Lewis Williamson, from HTS Commodities, joined us to share insights on the farm economy from producers in the field.
Farmers face tighter barge capacity and higher freight costs during peak harvest.
Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
Transportation challenges are mounting as droughts lower Mississippi River levels and push freight rates higher.
Farmers should watch for soybean export rebounds with harvest, while corn and wheat shipments remain strong and sorghum demand struggles.