A major trade deadline is growing on the horizon. In a little more than two weeks, stronger reciprocal tariffs could be a reality. However, one trade group says farmers cannot take much more, saying the ag industry is getting squeezed in more ways than one right now.
“One, we’re trying to sell our products overseas, and that’s made harder by a trade war. Two, we’re relying on inputs, whether that’s farm chemicals or fertilizer or the steel that goes into tractors. All of that gets more expensive, so farmers get squeezed on both ends, and that’s where you see bankruptcies, people getting out of farming, suicides, these are all bad things that happen when farmers get squeezed,” said Brian Kuehl with Farmers For Free Trade.
Farmers For Free Trade suggests reaching out to your elected officials to let them know what is happening on the farm.
One trader said the products entering the U.S. are primarily grind and trim, noting that the volume and type of beef, on its own, should not cause a major disruption. However, he says fund traders are reacting heavily to headlines rather than market realities.
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Urea and phosphate see the biggest price relief from tariff exemptions, but nitrogen markets remain tight, and spring demand will still dictate pricing momentum.
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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.
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Tariff relief may soften grocery prices, but it also intensifies competition for U.S. fruit, vegetable, and beef producers as cheaper imports regain market share.
November 17, 2025 01:20 PM
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