NASHVILLE, TENN. (RFD-TV) — We begin this morning with new details on President Donald Trump’s trade policy. Both Canada and Mexico are now in the crosshairs again this week.
In a social media post, President Trump calls on Mexico to release water he says is required under the 1944 Water Treaty, saying Mexico’s failure is harming farmers and ranchers in Texas. If Mexico does not comply by the end of the year, Trump says it will be subject to a 5 percent tariff.
On the Canadian side, Trump says steep tariffs could hit fertilizer supplies coming from our northern neighbor. More than half of Canada‘s potash supply goes to the U.S. Trump says he wants more fertilizer production here in the United States, but no timeline was given for that proposal.
U.S. food costs could ease as new tariff exceptions and trade agreements expand access to key imported goods.
According to Dr. Luis Ribera, Professor and Director of the Center for North American Studies, the Trump administration’s recent actions target high-dependency products such as bananas, tea, coffee, cocoa, fruit juice, spices, tomatoes, and select fertilizers — many of which rely heavily on foreign supply.
Imports account for over 90 percent of U.S. consumption of bananas, tea, coffee, and cocoa, and more than 60 percent of imports of spices, tomatoes, and fruit juice. Canada leads in imports of fertilizers and cocoa products; Brazil dominates fruit juice and coffee; and Mexico supplies 85 percent of tomatoes.
The Trump Administration also announced new framework agreements with Ecuador, Guatemala, El Salvador, and Argentina, removing reciprocal tariffs on most exports to the United States. Together, those nations shipped $7.45 billion in agricultural goods to U.S. buyers last year.
Farm-Level Takeaway: Tariff relief and new trade agreements may temper food costs by reducing import costs.
Tony St. James, RFD-TV Markets Specialist
Here is a regional snapshot of harvest pace, crop conditions, logistics, and livestock economics across U.S. agriculture for the week of Monday, November 17, 2025.
November 17, 2025 05:05 PM
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National Pork Board Chief Sustainability Officer Jamie Burr shares a closer look at the Pork Checkoff’s Pork Cares Farm Impact Report, a research program to increase trust in the pork supply chain.
November 17, 2025 02:03 PM
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Ethanol markets remain mixed — weaker production and blend rates are being partially balanced by stronger exports as winter demand patterns take shape.
November 17, 2025 01:24 PM
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Tariff relief may soften grocery prices, but it also intensifies competition for U.S. fruit, vegetable, and beef producers as cheaper imports regain market share.
November 17, 2025 01:20 PM
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Strong U.S. yields and steady demand leave most major crops well supplied, keeping price pressure in place unless usage strengthens or weather shifts outlooks.
November 17, 2025 01:17 PM
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Retail competition and improved supplies are helping offset food inflation, pushing Thanksgiving meal costs modestly lower despite higher prices for beef, eggs, and dairy.
November 16, 2025 03:00 PM
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While agriculture doesn’t predict every recession, the sector’s long history of turning down before the broader economy
November 16, 2025 12:00 PM
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The ACRE Act modestly reduces farmland borrowing costs now, with more savings possible once federal guidance clarifies which loans qualify.
November 15, 2025 03:00 PM
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ARC-CO delivers the bulk of 2024 support, offering key margin relief as producers manage tight operating conditions.
November 15, 2025 12:00 PM
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