Trade Crosswinds Reshape Markets From Cattle To Corn To Soybeans

Stay alert for trade announcements—especially border reopening timelines, tariff threats, and developments in Brazil’s export flows.

trade_adobe stock.png

Adobe Stock

WASHINGTON, D.C. (RFD-TV) — U.S. agriculture is navigating a complex trade landscape this week, with disruptions emerging across multiple countries and significant implications for cattle, corn, soybeans, and feed markets.

President Trump said he is terminating trade negotiations with Canada, citing an anti-tariff ad that used Ronald Reagan audio. Canada’s trade minister recently pushed back on the idea that talks were at a “dead end,” saying dialogues were continuing at multiple levels earlier this month.

Over the summer, Trump had already threatened to halt talks amid disputes over Canada’s digital services tax; there were on-again/off-again signals about resuming discussions after Ottawa adjusted course.

On the live-cattle front, Mexico’s agriculture minister will travel to Washington next week seeking to reopen the border after the U.S. stopped imports in May due to a screwworm outbreak—a move that threatens feedlot supply and domestic cattle economics.

Meanwhile, tension with Colombia escalated after Gustavo Petro clashed with U.S. President Donald Trump, who called the Colombian president “an illegal drug leader” and announced tariffs and aid suspensions—straining a country that ranks among the top U.S. corn-export destinations.

To the south, Brazil is posting record corn and soybean planting intentions and has secured new market access (e.g., sorghum exports to China), raising competitive pressure on U.S. producers.

For beef markets, the block on Mexican feeder imports and rising talk of Argentine/other fresh beef imports add pressure on packer margins and cattle basis. For row crops, Colombia’s disruption threatens U.S. corn export momentum, while Brazil’s ramped planting and export push may undercut U.S. pricing power globally. Exporters and producers who count on stable trade flows are now facing heightened headline risk and shifting supply/demand dynamics.

Farm-Level Takeaway: Stay alert for trade announcements—especially border reopening timelines, tariff threats, and Brazil export flow developments. Hedging decisions should factor in cattle basis volatility, export pace, and demand shifts away from the U.S. versus Brazil.
Tony St. James, RFD-TV Markets Expert

Related Stories
Milk classes are often included in market reports, but what does that mean?
Outdated reporting thresholds reduce cash-market visibility and increase the urgency of comprehensive Mandatory Price Reporting reform.
Dalton Henry, with U.S. Wheat Associates, joined RFD-TV to provide insight on what the pending trade frameworks may mean for American wheat growers.

Tony St. James joined the RFD-TV talent team in August 2024, bringing a wealth of experience and a fresh perspective to RFD-TV and Rural Radio Channel 147 Sirius XM. In addition to his role as Market Specialist (collaborating with Scott “The Cow Guy” Shellady to provide radio and TV audiences with the latest updates on ag commodity markets), he hosts “Rural America Live” and serves as talent for trade shows.

LATEST STORIES BY THIS AUTHOR:

Early Cattle-on-Feed estimates point to slightly tighter cattle supplies, reinforcing the need to monitor prices and timing for winter marketing.
Removing the 40% duty sharply lowers U.S. beef import costs on beef, coffee, fertilizer and fruit, and restores Brazil’s competitiveness during a period of tight domestic supply.
Row crop losses in 2025 are outpacing last year. With no disaster aid yet approved, many operations face a tough financial bridge to 2026 even as Farm Bill improvements remain a year away.
Experts say farmers and ethanol producers would benefit from a risk-based ILUC system that protects forests without relying on speculative modeling.
Farmland values remain stable, but weakened credit conditions and lower expected farm income signal tighter financial margins heading into 2026.
Ethanol exports are expanding on strong demand from Canada and Europe, while DDGS shipments remain broad-based and supportive for feed markets.