Trade
HTS Commodities broker Lewis Williamson joins us to break down the latest USDA Crop Progress Report and how weather and global supply chain issues could influence planting conditions moving forward.
Reduced driver supply may increase freight costs this season.
Overall, the report suggests a shift toward more comfortable supply levels, with demand emerging as a key factor to watch in the months ahead.
Global trade uncertainty could impact long-term export opportunities.
Lower shipping costs favor corn, while soybeans face pressure.
K-State’s Dr. Gregg Ibendahl breaks down the impacts of the Middle East ceasefire on energy markets and input costs, and what farmers should watch in the weeks ahead.
Coal-based ethanol could weaken long-term export demand for corn-based fuels.
Corn Inspections Lead Weekly Exports as China Reenters U.S. Grain Market, Resumes Canada Trade Talks
Strong corn and China-driven demand support the pace of U.S. grain exports. RealAg Radio host Shaun Haney discusses Canada-China agricultural trade talks.
Tight global supply is likely to keep fuel and fertilizer costs elevated.
Improving dairy prices could support stronger milk checks later this year.
The sugar policy debate affects prices, trade, and farm stability.
Ranchers Navigate Uncertainty as Border Talks, Drought, and Price Concerns Collide in Cattle Markets
Cattle producers face mounting pressure as U.S.-Mexico trade talks resume, but expanding drought, rising input costs, and policy work to improve the long-term industry outlook.
Lower U.S. ethanol production and stocks may support ethanol prices while strong export demand continues to support ethanol and corn markets.
China’s changing pork demand may limit export growth opportunities.
Farm Bureau Economist Dr. Faith Parum warns farmers to brace for more losses as the war in Iran sends shockwaves through the ag economy and raises input costs even further.
Rising fertilizer costs tied to tariffs are tightening margins for U.S. wheat growers, according to new data from the National Association of Wheat Growers.
Imports
A bipartisan Senate delegation recently traveled to China ahead of President Trump’s meeting in Beijing.
Reports say cattle industry groups raised concerns over a proposal that could increase beef imports.
The White House is reportedly moving forward with beef import tariff reductions as officials look to lower food costs for consumers.
Exports
China remains critical to U.S. farm exports, but Brazil’s growing market share keeps pressure on U.S. soybean demand.
China’s pledge is supportive, but producers need confirmed sales and shipments before counting it as stronger export demand.
Grain movement remains active, but high ocean freight and diesel costs continue to pressure export logistics.