Trade
President Trump issues a 60-day Jones Act waiver to ease fuel shipments amid Middle East tensions disrupting energy markets, while biofuel policy gains focus.
Geopolitical risk is rapidly increasing fertilizer price volatility before planting.
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.
Imports
Tight global supply is likely to keep fuel and fertilizer costs elevated.
The sugar policy debate affects prices, trade, and farm stability.
Farmer Jeffry Mitchell with the Mississippi Farm Bureau joins us for a spring planting update from the southeast region as drought, input costs, and fertilizer access complicate crop progress.
Exports
Shaun Haney with Real Ag Radio joined us to break down the USMCA review and what Canadian producers and exporters should be watching in the months ahead.
Fertilizer relief may be limited despite the reopening of the Strait of Hormuz this week. AgriSompo’s Brooks York discusses marketing strategies, crop insurance considerations, and other tips for producers navigating volatility this planting season.
Reduced driver supply may increase freight costs this season.