Trade
National Land Realty’s Jeramy Stephens explains how rising input costs and economic uncertainty are impacting the farmland market and what landowners should watch moving forward.
China may no longer serve as a consistent anchor market for U.S. cotton exports. Lewis Williamson of HTS Commodities joined us to discuss the factors influencing planting decisions, river conditions, and what producers are considering as they finalize acreage plans for the season.
High fertilizer costs and global risks threaten spring margins for growers.
Heightened Chinese inspections increase trade volatility for U.S. livestock exporters.
Rail logistics remain supportive, with access to Mexico improving
The closure of Lubbock Feeders highlights mounting pressure on the U.S. cattle supply, according to the Texas Cattle Feeders Association, as border restrictions and costs strain feedyards.
U.S.-Mexico agricultural trade faces uncertainty in 2026 as tariffs and cartel violence threaten farmers and ranchers. Congressman Henry Cuellar and Texas leaders weigh in on impacts and risks.
Strong export demand supports barge markets, but weather risks remain.
A stalled World Trade Organization appeals body increases long-term trade policy risk for U.S. agriculture.
Policy awareness is becoming part of everyday risk management.
Reliable canal infrastructure supports long-term access to global agricultural markets.
Corn export pace remains the bright spot, but stable ethanol export demand remains a critical support for corn markets.
Rail consolidation could affect grain basis, freight rates, and service reliability across major producing regions.
Ag leaders say President Donald Trump’s State of the Union is unlikely to spark major agriculture headlines, but ongoing tariff uncertainty and trade policy remain key concerns, as does the debate around glyphosate and the status of the next Farm Bill.
Higher output keeps milk supplies ample, reinforcing expectations for softer dairy prices even as feed costs remain favorable.
Expanded global trade access boosts long-term export demand potential for U.S. ag products.
Imports
USDA Secretary Brooke Rollins plans a farm visit in Missouri, hinting at a possible fertilizer relief announcement on RFD-TV earlier this week. USDA also restructures its research infrastructure and launches new food-safety centers.
Product targets nutrient loss while supporting plant growth
A prolonged Iran ceasefire offers limited relief as fertilizer concerns persist, prompting U.S. policy shifts and driving farmers to reconsider crop acreage.
Exports
Strong rail and ocean demand support grain movement, but weak barge traffic and high diesel costs keep freight pressure elevated.
Corn exports remained active the week of May 7, but weak soybean, cotton, and sorghum sales kept attention on China and late-year demand.
Dave Walton with the American Soybean Association joins us to discuss China’s new ag purchase commitments, E15 policy concerns, and spring planting conditions.