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.
Strong production and rising stocks may pressure ethanol margins unless demand or exports continue to improve.
January 26, 2026 10:00 AM
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Without additional support, many soybean operations will continue to face financial stress as they prepare for the 2026 crop.
January 26, 2026 09:41 AM
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Congressman Adrian Smith of Nebraska joined us with the latest on efforts to secure year-round E15 sales.
January 23, 2026 01:12 PM
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Decoupled base acres may amplify income inequality and distort planting decisions as farm program payments increase.
January 22, 2026 12:56 PM
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Ethanol and corn groups are not hiding their disappointment over new reports that the bill to allow year-round E15 sales failed as Congress forges ahead on government funding, with another shutdown looming.
January 22, 2026 11:24 AM
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While row crops are expected to see softer impacts, analysts say severe weather of this magnitude will not be as kind to cattle producers.
January 22, 2026 11:05 AM
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