Federal officials are out this morning with a new safety plan for U.S. agriculture.
Ag Secretary Brooke Rollins unveiled the agenda earlier today as part of her Make Agriculture Great Again Initiative.
Part of USDA’s new safety plan includes blocking purchases of U.S. farmland by foreign adversaries.
Secretary Rollins says that they are preparing to crack down, starting with foreign operations already in the U.S., like Syngenta and Smithfield Foods.
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Meat stocks rose seasonally but remain below last year overall, while tighter butter inventories could support dairy prices, and belly stocks warrant close watch for pork markets.
Payment totals alone do not show financial stress — production costs and net losses complete the picture.
Heavier weights and strong late-year slaughter supported December production, but lower annual totals highlight ongoing supply tightness heading into 2026.
Rising import pressure and tougher export competition are likely to persist into 2026, supporting domestic supplies while capping export growth.
Without additional support, many soybean operations will continue to face financial stress as they prepare for the 2026 crop.
Placements and marketings beat expectations, but declining on-feed totals and feeder constraints keep the supply story supportive for cattle prices into 2026. Dr. Derrell Peel, with Oklahoma State University, joined us to break down cattle-on-feed numbers and provide his broader market outlook.
