Trade
An economist says U.S. ag exports could fall next year due to several factors.
Turkey raises tariffs on some U.S. Agricultural goods – extending a fight between the two nations that sent Turkey’s currency plummeting.
Imports
Tight feeder supplies and lower placements indicate continued support for the cattle market, with regional impacts heightened in Texas by reduced feeder imports.
Transportation access, legal disputes, and fertilizer freight costs will directly influence input pricing and grain movement in 2026.
Fertilizer markets face uncertainty after President Trump raised the possibility of tariffs on Canadian imports, with analysts warning of supply and pricing risks. Josh Linville with StoneX provides a fertilizer industry outlook.
Exports
Corn and wheat inspections outpaced last year, but soybean movement remains seasonally active yet behind, keeping basis and freight dynamics in focus by corridor.
Lawmakers are pressing for answers on how Washington’s “managed trade” approach — keeping leverage through long-term tariffs — will affect farmers, global markets, and future export opportunities.
Lyndsey Smith with Real Ag Radio joined RFD-TV to share a Canadian perspective on the discussions.