Mexico’s ban on biotech corn has left the U.S. ag industry baffled. Many U.S. ag industry leaders argue that Mexico’s stringent regulations on GMO corn are not based on science. However, experts with Ambrook Research explain that the regulation is not a matter of human health, but rather a way to prevent genetically modified crops from threatening the nation’s cultural food heritage.
In early 2023, the USMCA trade partner introduced a 50% tariff on white corn imports and modified regulations to ensure tortilla makers use only non-genetically modified white corn.
In Mexico, corn is more than just a commodity crop. It is considered a big part of heritage, culture, and tradition. The country is home to more than 50 native corn varieties, and Mexican leaders believe that incredible biodiversity could be threatened if genetically modified crops are introduced.
Fewer cattle on feed suggest smaller slaughter numbers this winter, which could support strong prices if beef demand holds firm.
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Dairy farmers are expected to face strong output and export gains, but lower prices and tighter margins will persist into next year.
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With the latest detection just across the border, animal health officials on both sides are intensifying efforts to contain the outbreak before it spreads further north.
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Producers and processors should watch trade policy closely as tariff impacts ripple through seafood markets.
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Ethanol producers face a widening opportunity window as aviation and marine fuel markets expand, with the potential to add billions in demand if policy and certification align.
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All eyes will be on today’s Cattle on Feed Report, which analysts say could give a clearer picture of where the market goes next.
September 19, 2025 01:01 PM
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