Supply Chain and Logistics
Reduced driver supply may increase freight costs this season.
Lower shipping costs favor corn, while soybeans face pressure.
Ranchers Navigate Uncertainty as Border Talks, Drought, and Price Concerns Collide in Cattle Markets
Cattle producers face mounting pressure as U.S.-Mexico trade talks resume, but expanding drought, rising input costs, and policy work to improve the long-term industry outlook.
Secretary Rollins is signaling a possible reopening of the southern border to Mexican feeder cattle as officials work to manage the threat of the New World Screwworm.
Higher energy activity likely keeps fuel and fertilizer costs elevated.
Lower shipping costs alone will not restore export competitiveness.
Rising fuel costs will soon increase grain transportation expenses.
Processing disruptions could impact cattle markets if the strike continues.
Margins shift across the chain based on timing.