NASHVILLE, Tenn. (RFD-TV) — U.S. grain transportation developments this September span policy, rail tariffs, and export activity. Six industry associations are urging the Surface Transportation Board (STB) to clarify its federal preemption authority under the Interstate Commerce Commission Termination Act, citing growing uncertainty and conflicting state regulations. The STB said it may issue a formal policy statement by the end of the year.
On the rail side, CSX announced higher tariffs for 2025/26 corn and wheat shipments to domestic destinations, effective October 1. Export rates remain essentially unchanged. Meanwhile, STB harvest plan filings show that western carriers, such as BNSF, UP, and CPKC, are increasing grain capacity, while eastern carriers, including CSX and Norfolk Southern, anticipate slightly fewer grain trains during peak harvest.
USDA reported export sales for the new marketing year at 36.27 million metric tons—up 11 percent from last year. Weekly corn sales totaled 1.23 mmt, soybeans 0.92 mmt, and wheat 0.38 mmt. Grain rail traffic rose 9 percent week-over-week, while barge shipments increased modestly but remain 48 percent below last year. Ocean freight rates to Japan edged up from the Gulf but held steady from the Pacific Northwest. Diesel fuel averaged $3.75 per gallon, 21 cents higher than a year ago.
Tony’s Farm-Level Takeaway: 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.
While row crops are expected to see softer impacts, analysts say severe weather of this magnitude will not be as kind to cattle producers.
January 22, 2026 11:05 AM
·
Oil-led rallies can move soybean prices quickly, but sustained gains will require continued strength in soybean oil and broader biofuel demand signals.
January 22, 2026 10:39 AM
·
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.
January 21, 2026 12:03 PM
·
President Donald Trump speaks at the World Economic Forum in Davos, addressing SNAP spending, tariff threats against Europe, market reactions, and the upcoming USMCA review.
January 21, 2026 11:50 AM
·
Corn and wheat exports remain a demand bright spot, while soybeans are transitioning into a more typical late-winter shipping slowdown.
January 21, 2026 10:36 AM
·
Corn growers are turning to ethanol, E15 expansion, and export markets to help absorb record supplies and stabilize prices. Farm leaders discuss low-carbon ethanol demand, flex-fuel vehicle challenges, input costs, and the role of USMCA as producers look for market relief in the year ahead.
January 20, 2026 02:04 PM
·