News
Heavier precipitation was mostly focused on the coasts and portions of the mountain west
Corn and soybeans exhibited impressive strength overnight, led by beans which hit a fresh two-and-a-half month high
U.S. producers are turning to AI-driven alternative lending, proactive collateral management, and rigorous financial stress testing to maintain operational liquidity
Weekly USDA export sales report on tap today
President Trump has implemented a temporary 10% global tariff on imports in response to the recent Supreme Court ruling, but several agricultural goods are off the tariff list.
Ahead of the 2026 USMCA review, President Donald Trump is considering replacing the trilateral pact with separate deals for Canada and Mexico, a shift that could reshape North American agricultural trade.
Wheat continues to see relative weakness, though prices continue to trade within last Friday’s range.
Price-spreads between proteins continue to widen, potentially incentivizing substitution
Warmer temps coming to the Plains, Midwest
U.S. feedlot inventory hits 11.5 million as the closure of Lubbock Feeders signals growing pressure from border disruptions and declining cow herd numbers.
Funds have been buyers across the ag complex, holding near record length in several products.
Corn, soybeans and wheat each traded in relatively tight ranges overnight following Monday’s big price swings.
State-of-the-Union address tonight
In a landmark ruling released Friday, the U.S. Supreme Court determined that President Donald Trump overstepped his legal authority by imposing broad tariffs under national emergency laws.
After a dry, unusually warm January, key Western river basins are in severe snow drought. With irrigation allocations at 0%, one Colorado producer warns tough planting decisions could reshape this year’s crop mix.
Lane and Spencer cover what is going on in the cattle market before Editor Bill Watts gives an idea as to what the tariff ruling could do to the market.