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
Urea and phosphate see the biggest price relief from tariff exemptions, but nitrogen markets remain tight, and spring demand will still dictate pricing momentum.
November 19, 2025 12:31 PM
·
Cattle and hog supplies continue to tighten while dairy output expands, creating a split outlook in which red-meat prices soften and milk values come under pressure from larger supplies.
November 18, 2025 03:02 PM
·
With feed supplies running tight, producers can tap into some creative options, according to University of Pennsylvania Veterinarian and Professor Dr. Joe Bender.
November 18, 2025 01:13 PM
·
Firm live cow prices and shifting dairy-side culling suggest cull cow values may stay stronger than usual this winter despite weaker cow beef cutout trends.
November 18, 2025 01:02 PM
·
Dr. Deb Vnoverbeke, UNL’s Head of Animal Science, joins us with more about the university’s experiential learning programs designed to prepare veterinary students for the future of agriculture.
November 18, 2025 12:37 PM
·
Lewis Williamson with HTS Commodities shares an update on post-WASDE grain movement, with corn leading export momentum, soybeans steady, and wheat and sorghum continuing to move selectively.
November 18, 2025 12:20 PM
·
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
·
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
·
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
·
