PLATTE CITY, Mo. (RFD-TV) — Fertilizer supply and pricing are facing new uncertainty following President Donald Trump’s recent comments threatening potential tariffs on Canadian imports. The remarks came last week during the announcement of a $12 billion farm bridge assistance package. While no timeline was provided, the agriculture industry is closely monitoring potential market impacts on one of its most cost-prohibitive inputs.
Josh Linville, Director of Fertilizer with StoneX, joined us on Monday’s Market Day Report to offer a fertilizer industry outlook. In his interview with RFD-TV News, he provided an update on the situation, discussed the potential ripple effects of the President’s comments on the fertilizer market, explained the importance of Canada‘s fertilizer supplies to U.S. farmers, and outlined the disruptions that could affect availability and pricing.
According to Linville, in order to increase America’s domestic fertilizer production, it will take investment and many years to get mines up and running. Until then, we are dependent on imports from Canada and Russia. Currently, he said, Canadian imports account for 80 percent of U.S. stocks.
Linville also addressed President Trump’s call for increased domestic fertilizer production, outlining the scope of the expansion and how it could affect agriculture. He said Trump’s statements last week did not move markets much, as traders recognize that the President’s “outlandish statements” are “more of a negotiation tool than an actuality.”
“Now, if he follows through with it — different story — especially in the potash market,” he said.
Looking ahead, he shared what he is watching regarding overall supply and demand and offered guidance to farmers as they navigate fertilizer markets in 2026.
Brooks York with AgriSompo joined us with his outlook on crop insurance and risk management following the recent winter storm that tore through most of the United States, including the Midwest.
January 26, 2026 03:30 PM
·
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.
January 26, 2026 03:00 PM
·
A mid-January winter storm delivered snow, ice, and extreme cold to a broad swath of the U.S., disrupting transportation, stressing livestock systems, and adding cost and complexity to winter farm operations as producers look toward spring.
January 26, 2026 01:10 PM
·
Heavier weights and strong late-year slaughter supported December production, but lower annual totals highlight ongoing supply tightness heading into 2026.
January 26, 2026 11:19 AM
·
Strong production and rising stocks may pressure ethanol margins unless demand or exports continue to improve.
January 26, 2026 10:00 AM
·
Rising import pressure and tougher export competition are likely to persist into 2026, supporting domestic supplies while capping export growth.
January 26, 2026 09:56 AM
·
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.
January 23, 2026 04:40 PM
·
USDA Rural Development Director for Kentucky, Travis Burton, joined us to discuss the Princeton facility (formerly Porter Road Meats), now backed by the USDA, and its role in expanding domestic meat processing capacity.
January 23, 2026 03:39 PM
·
Farm CPA Paul Neiffer joined us to break down the recent Fifth Circuit Court decision overturning a prior Tax Court decision on self-employment tax for limited partners, the ruling’s impact on farmers, and potential next steps in Congress.
January 23, 2026 02:00 PM
·
