The White House tariff plan appears to be back on track for now, but CoBank warns that all this back-and-forth is clouding the future grain markets.
Analysts there say a lack of clarity around tariffs is already pulling down new crop sales, and in some cases, will be below historical averages. CoBank warns that the longer it goes on, the harder it will be for export-reliant elevators.
Ag Senator Tammy Baldwin is also weighing in. She says the events in recent weeks have caused big issues for farmers in her state.
“Export markets are in question. One of our discussions was how incredibly efficient we have become in growing things like corn and soybeans. We now, in Wisconsin and across the country, produce more than we need for on-farm use and sale in local markets, and so an increasing share goes into export markets, but that becomes a big question mark when there are uncertain tariffs threatened or imposed.”
Not all parts of the President’s tariff plan have been called into question by the courts. The added duties on cars, steel, and aluminum have been held in place since they were enacted.
Plan for a cooler global trade market in 2026 with tighter margins on exports, potential rate shifts, and premiums for reliable deliveries into Asian and African growth markets.
October 07, 2025 03:24 PM
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Despite tariffs having a less significant impact on exports, corn producers struggle with tariff-related increases on inputs, which complicates their bottom line.
October 06, 2025 01:13 PM
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October 06, 2025 12:11 PM
Trump’s upcoming talks raise hopes for U.S. soybeans, but China’s record purchases from Brazil and Argentina show America’s market share remains under heavy pressure.
October 02, 2025 10:27 AM
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Higher domestic rail tariffs and mixed capacity shifts will influence grain movement this harvest. Strong corn exports provide momentum, but logistics costs remain a critical factor.
September 30, 2025 04:12 PM
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Michigan corn farmer and NCGA Vice President-Elect Matt Frostic will lead the task force. He joined us on Thursday to share his insights on the escalating corn crisis.
September 25, 2025 01:46 PM
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Speaking about his administration’s tariff strategy, Trump acknowledged that producers could face financial strain in the short term but promised stopgap support.
September 25, 2025 01:07 PM
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U.S. soybean farmers are growing increasingly frustrated by Argentina’s gains in Chinese grain contracts and Trump’s pledge of economic support for the South American ally.
September 25, 2025 11:51 AM
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The USDA is moving to close the farm trade gap through promotion, missions, and stronger export financing.
September 25, 2025 10:46 AM
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