NASHVILLE, Tenn. (RFD-TV) — China has been largely absent from U.S. markets lately, but not when it comes to cotton. This week’s export sales data revealed some export purchases headed for the Asian nation. It is a buy that traders say is not surprising, given China’s limitations.
“So, in the case of cotton, they don’t have a lot of other countries to turn to other than the United States,” explained Brian Hoops. “There aren’t that many countries that grow that cotton. You look at where they can buy soybeans from -- well, they have a monster crop out of South America, both Brazil and Argentina this year. Big corn crops out of Brazil, record large there. They can buy corn and soybeans from other countries.”
Wheat is another area that could be under pressure this fall. Hoops says production has ramped up in places like Russia, Argentina, Australia, and Ukraine. All those nations, he says, are boosting wheat output over last year.
Corn export pace remains the bright spot, but stable ethanol export demand remains a critical support for corn markets.
February 25, 2026 07:00 AM
·
Rail consolidation could affect grain basis, freight rates, and service reliability across major producing regions.
February 25, 2026 06:00 AM
·
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.
February 24, 2026 11:57 AM
·
Higher output keeps milk supplies ample, reinforcing expectations for softer dairy prices even as feed costs remain favorable.
February 24, 2026 07:30 AM
·
Expanded global trade access boosts long-term export demand potential for U.S. ag products.
February 23, 2026 03:03 PM
·
Agriculture avoided major disruptions, but trade uncertainty remains elevated.
February 23, 2026 10:09 AM
·