Trade

Canadian tariffs would raise costs for potash, ammonia, and UAN, increasing spring fertilizer risk.
China has been largely absent from U.S. markets lately, but not when it comes to cotton. It’s a buy that, traders say, isn’t surprising given China’s limitations.
U.S. producers are holding off on equipment investments amid financial pressure, market uncertainty, a rising demand for diesel, and growing desperation for trade wins.
As the White House works to close the trade gap, patience is wearing thin for some lawmakers. Senator Chuck Grassley (R-IA) says farmers are getting backed into a corner.
RealAg Radio host Sean Haney joins us for a Canadian perspective on President Trump’s controversial tariff rollout, lower court rulings, and upcoming review by the U.S. Supreme Court.
The September WASDE report comes out on Friday at Noon ET. As always, we’ll bring you those numbers right here on Market Day Report along with our expert
Lewie Pugh, with the Owner-Operator Independent Drivers Association, joined us on Monday’s Market Day Report with his insights on the incident and a deeper dive into the issues at hand.
As the Trump Administration seeks out new global trade partnerships, Congress is considering more support for farmers, which comes as the Federal Reserve warns that farmers need a safety net.
Ag Secretary Brooke Rollins will travel to Europe and Asia to seek new trade partnerships for U.S. crops after China reduced imports due to tariffs.
“It’s a falsehood to call beef from another country ‘Product of the USA.’”
The American Soybean Association is calling on the White House to ease up on Chinese tariffs
Imports
Fertilizer still consumes an unusually large share of crop value.
President Donald Trump signed an executive order this week to accelerate domestic production of phosphorus and glyphosate, signaling that farm input availability is now treated as a national security risk.
Fuel costs ease over the long term, but fertilizer energy remains volatile.
Exports
Strong ethanol output supports corn demand despite export weakness.
Weak soybean sales and soft wheat demand contrast with solid corn export strength.
Trade disputes can quickly reduce demand for key crops.