It is hard to believe that September is less than a month away, quickly bringing the crop year to a close. With harvest not that far out, ag economists say it is time to take action on old crop supplies.
“We have to start thinking about selling the carry at harvest. We’ve got big carries in the corn market, big carries in the wheat market, and even big carries showing up in the soybean market. You know, the carry from November to July, the November contract, good grief, where is it? About $9.9 somewhere there today. 9.9 a bushel from November. It’s $0.60-plus higher out to July. That’ll cover your interest costs easily and throw something else in there,” said Ed Usset, with the University of Minnesota.
Usset looks back to earlier this year, saying February was likely the last rally for America’s staple crops, saying the typical spring or summer rally just never arrived.
$11 billion will go to row-crop farmers immediately, with $1 billion set aside for specialty crops.
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USTR Jamieson Greer signals a narrower trade deal with China, adding more market uncertainty. The Farm Bureau also supports reviewing China’s missed trade commitments under the Phase One.
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Southern producers head into 2026 with thin margins, tighter credit, and rising agronomic risks despite scattered yield improvements.
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Record yields and exceptionally low BCFM strengthen U.S. corn’s competitive position in global markets.
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Water access—not acreage alone—is driving where irrigation expands or contracts.
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Mike Steenhoek, with the Soy Transportation Commission, shares his outlook on current grain stocks and transportation lines amid bumper crops filling bins across the United States.
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