NASHVILLE, Tenn. (RFD-TV) — U.S. sugar supplies are tightening as updated federal data show lower production, unusual swings in imports, and a smaller cushion of sugar held in reserve. The latest report from the U.S. Department of Agriculture (USDA) indicates that last summer’s rush of imports — driven by buyers trying to beat new tariffs — temporarily inflated supplies, but production declines now put the market on a softer footing heading into 2026.
Total U.S. sugar production for 2024/25 finished at 9.396 million short tons, supported by strong late-season beet processing but offset by weaker cane harvests in Louisiana. Deliveries to food companies rose as refiners pulled in extra sugar from abroad, including a record in July. Even so, ending stocks settled at a comfortable but shrinking level of 19.84 percent of annual use.
Looking ahead, 2025/26 production is forecast to fall slightly, especially for sugarbeets, which are expected to yield less. Imports will play a bigger role, with more high-tariff sugar and molasses expected to enter the market to fill the gap.
Mexico — a key partner under trade agreements — is also projecting smaller output after heavy rains, though it plans to maintain enough stock to continue shipments to U.S. buyers.
Farm-Level Takeaway: Lower U.S. and Mexican production means tighter sugar supplies and greater reliance on imports headed into 2026.
Tony St. James, RFD-TV Markets Specialist
Large carry-in stocks across major crops could limit price recovery in 2026/27 unless demand strengthens or weather-related supply reductions occur.
February 16, 2026 12:30 PM
·
Stable small business confidence supports rural economies, but lingering cost pressures and uncertainty continue to shape farm-country decision-making.
February 16, 2026 12:03 PM
·
Ethanol output is improving, but weak domestic demand and export headwinds temper optimism about corn demand. Renewable Fuels Association President & CEO Geoff Cooper discusses the latest developments on Federal approval of year-round E15.
February 16, 2026 11:00 AM
·
Livestock Conservancy Senior Program Manager Jeannette Beranger explains the upcoming poultry census and ongoing efforts to preserve rare and heritage poultry breeds raised across the U.S.
February 13, 2026 02:20 PM
·
Texas Ag Commissioner Sid Miller joins us to discuss the cattle herd rebuild, trade concerns, and how ranchers would define “America First” policy priorities.
February 13, 2026 12:50 PM
·
Nitrogen and phosphate markets are tightening ahead of spring, keeping fertilizer costs elevated while crop prices lag.
February 13, 2026 08:00 AM
·
