Wheat harvest is now underway in Kansas, and a friend of the show has been traveling across the state meeting with growers as they put this year’s crop in the bin.
VP of communication for the Kansas Wheat Commission, Marsha Boswell spoke with RFD-TV’s Jennifer Vickery Smith about current conditions, harvest progress, and Wheat Streak Mosaic Virus.
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Brooks York with Agri-Sompo discusses how this year’s pricing period played out and what it could mean for farmers heading into the end of the season.
The WASDE/Crop Production combo will be the first full read on supply, demand, and yield that could move basis and hedging plans since the government shutdown more than a month ago.
A rescheduled WASDE, China’s soybean squeeze, barge bottlenecks, and premium beef demand all collide this week — with cash decisions, basis, and risk plans on the line.
China’s grain expansion model may be hitting its limit. Lower prices, high rents, and policy fatigue threaten future output — with ripple effects across global feed and oilseed markets.
Rabobank’s outlook signals a tightening margin environment, emphasizing the need for cost control, trade stability, and clearer policy signals heading into 2026.
Rich Nelson, a commodity broker for Allendale Inc., joins us to break down what the U.S.-China trade agreement means for the ag economy.
Export volumes remain positive year-to-date, but weaker soybean loadings and slowing wheat movement hint at early bottlenecks in global demand or river logistics. Farmers should watch basis levels and freight conditions as export competition heats up.
Harvest Marches on as River Logistics And Inputs Steer Bids
Set targets and use forwards, futures, or options to manage downside while preserving room for rallies.
