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Susan Olson, of Action Intel, analyzes barge movement and logistics and says the past few weeks show a divergence in how grain is getting to export markets.
Tight supplies and strong demand have pushed beef prices and producer profitability to historic highs. After peaking in 2025, CattleFax analyst Kevin Good forecasts prices will see a modest correction while fundamentals remain strong.
USDA Under Secretary Richard Fordyce says USDA’s new phase of the Supplemental Disaster Relief Program expands eligibility, requires in-person enrollment and targets losses from the 2023 and 2024 weather disasters.
Yesterday, President Trump signed an executive order to lift the 40% tariffs imposed in July on certain Brazilian agricultural imports, including beef, coffee, cocoa and fruit.
EPA’s frustration was on full display when asked about a media report suggesting the administration is considering delaying proposed cuts to incentives for imported biofuels — a key piece of EPA’s June proposal that was intended to prioritize domestic production.
The winter forecast shows chances for higher than normal precipitation
Trump lifts 40% tariff on Brazilian food imports, including beef
U.S. stock market volatility up-ticks
Cattle Country Bankers More Optimistic than Corn Belt Bankers
A new survey by American Bankers Association and Farmer Mac reveals a sharp drop in lender expectations for 2025.
Dry fall conditions persist in the region
Corn, soybeans and wheat each favored the upside in overnight trade, rebounding from Wednesday losses.
Big Midwest grain merchandiser enters bankruptcy
Strong demand supports beef prices amid economic volatility, but herd investment and growth slows as producers grapple with increasing uncertainty due to political noise.
Amid recent trade activity, USDA Deputy Secretary Stephen Vaden signaled this week that major export commitments are changing the calculus for potential domestic farmer assistance.
Reflecting a marked decline in expectations as margins tighten, ag lenders surveyed in mid-2025 report only around 52% of their farm-business borrowers will remain profitable this year.
Soybeans and corn saw modest selling pressure overnight while wheat saw relative strength.
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