South America
China’s stricter inspection rules prompt Cargill to pause soybean exports from Brazil, briefly lifting U.S. soybean prices as traders anticipate potential shifts in global trade, as export demand remains supportive across all major U.S. commodities.
Lower shipping costs alone will not restore export competitiveness.
The USDA’s upcoming reports will drop on Tuesday afternoon, giving the trade real results on acreage shifts, drought concerns, and ongoing trade tensions, adding uncertainty for U.S. farmers.
Brazil logistics issues may support U.S. soybean demand.
Energy risks could reshape global ag trade flows.
The ag trade deficit is narrowing, but export competition remains strong.
Expanding supplies are weighing on global coffee and cocoa prices.
The global rice surplus outweighs tighter U.S. supplies, pressuring prices.
Texas Ag Commissioner Sid Miller joins us to discuss the cattle herd rebuild, trade concerns, and how ranchers would define “America First” policy priorities.
Corn demand remains supportive, but weaker soybean buying limits overall export momentum.