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.
Livestock strength is carrying the farm economy, while crop margins remain tight and increasingly dependent on risk management and financial discipline.
January 19, 2026 05:00 PM
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Freight volatility and route selection remain critical to soybean export margins and competitiveness.
January 19, 2026 04:00 PM
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Strong balance sheets still matter, but liquidity, planning, and lender relationships are critical as ag credit tightens, according to analysis from AgAmerica Lending.
January 19, 2026 03:00 PM
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U.S. agriculture entered the week with mixed signals as weather, logistics, and markets shaped early-year decisions. Here is a regional breakdown of domestic crop and livestock production for the week of Monday, Jan. 19, 2026.
January 19, 2026 11:40 AM
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While short-term volatility remains a risk, softer ocean freight rates in 2026 could improve export margins.
January 18, 2026 12:00 PM
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Farm CPA Paul Neiffer discusses how January’s WASDE report could impact ARC and PLC payments and updates on disaster relief programs as farmers navigate a challenging market environment.
January 16, 2026 01:34 PM
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