The markets are sharply reacting to a looming trade war with China, Mexico, and Canada, as tariffs on our largest ag trade partners will take effect tomorrow.
The White House says tariffs include 10 percent on all imports from China as well as 25 percent on Mexico and Canada. Energy imports from Canada would be taxed at 10 percent. Canada has said it will retaliate with tariffs targeting more than $100 billion in U.S. goods, and Mexico is set to release a list today, which is expected to include agricultural goods.
RFD-TV’s Suzanne Alexander was joined by Tommy Grisafi and Chris Swift to talk about how the markets are reacting so far, how they could react further, and what it could look like for the cattle market.
RealAg Radio’s Shaun Haney also joined us to discuss how Canadian officials are responding, if he thinks the tariffs could be put at bay, and what the tariffs on energy mean for consumers.
WTO gauges point to agricultural raw materials trade growing more slowly than overall goods, reinforcing the need to manage export risk and monitor policy shifts closely.
December 03, 2025 03:46 PM
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November 26, 2025 12:55 PM
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.
November 24, 2025 02:42 PM
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Leslee Oden, president of the National Turkey Federation, and Jay Jandrain, CEO of Butterball, joined us in the studio on Monday to discuss the history, significance, and expectations surrounding this year’s presidential turkey pardon.
November 24, 2025 12:04 PM
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The U.S. Department of Labor (DOL) estimates that the move will save farmers and ranchers $2.5 billion each year. The group warns that new methods for calculating the adverse-effect wage rate would result in lower pay for foreign workers.
November 24, 2025 11:32 AM
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Higher rail tariffs and tighter Canadian supplies will keep oat transportation costs firm into 2026.
November 24, 2025 11:22 AM
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Removing the 40% duty sharply lowers U.S. beef import costs on beef, coffee, fertilizer and fruit, and restores Brazil’s competitiveness during a period of tight domestic supply.
November 21, 2025 10:30 AM
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Ethanol exports are expanding on strong demand from Canada and Europe, while DDGS shipments remain broad-based and supportive for feed markets.
November 20, 2025 11:12 AM
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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.
November 19, 2025 12:31 PM
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