Agriculture News
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.
According to the National Cotton Council’s (NCC) Planting Intentions Survey, U.S. cotton producers intend to plant 9.0 million cotton acres this spring, a 3.2% decline from 2025, with a nearly 21% drop in the Mid-South.
Confidence in USDA reports is wavering after recent acreage misses, leaving many producers and retailers skeptical. While experts call it the “best data available,” transparency is needed to restore industry trust.
Rise Reverses Modest Downturn in 2024
Banker survey finds declining financial conditions but steady real estate values
Biofuels expansion completely at mercy of government policy
Hillari and Bill cover the market-driving events of last week, and Spencer discusses what lower cotton acreage means in the acreage competition.
USDA’s latest data shows a continuation of the trend
View newsletter here.
Report forecasts 8.99 million planted acres
Scattered precipitation missed most of the U.S. last week