From eventful weather trends to looming tariff developments, there are a number of factors weighing on farmers as they hit the fields for Spring Planting.
Lewis Williamson with HTS Commodities spoke with RFD-TV’s Tammi Arender on progress so far, the impact of tariffs, and big takeaways from the Quarterly Grain Stocks Report.
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Corn exports remain strong, while soybeans and wheat shift week to week on river conditions and global demand.
Tyson’s Nebraska plant closure and falling Cattle on Feed numbers send cattle markets tumbling. Analysts warn of tighter supplies, weak margins, and rising global competition.
One trader said the products entering the U.S. are primarily grind and trim, noting that the volume and type of beef, on its own, should not cause a major disruption. However, he says fund traders are reacting heavily to headlines rather than market realities.