It has been an eventful few days for the farm sector with the latest tariff movements keeping the ag supply chain on full alert.
Lewis Williamson with HTS Commodities spoke with RFD-TV’s own Suzanne Alexander on what he is hearing from the ag industry, the possible ripple effects, and the potential of a trade war.
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Adequate transportation capacity exists, but fuel costs and soft river demand could widen basis risk.
Tight storage could widen basis and limit marketing flexibility.
Large carry-in stocks across major crops could limit price recovery in 2026/27 unless demand strengthens or weather-related supply reductions occur.