News
From JBS Souderton’s $30 million value-added pivot to Tyson’s Nebraska shutdown, the processing sector is restructuring around high-efficiency plants, heavier carcasses and automated lines.
Cuts to yield were offset by increased acreage indications
USDA’s corn yield and ending stocks pegs landed below the average pre-report estimate, with harvested corn acres up by 1.2 million. Soybean production was slightly higher than expected despite a 0.3 bu. cut to yield due to a 1.4-million-acre-increase in harvested acres.
Corn, soybeans slightly higher on spillover strength from wheat
Major Ukraine drone strikes on main Russia Black Sea wheat-export terminals
Farmers hoping for rent relief in 2027 may face a tough reality: land values are holding firm, and cash rents are slow to follow margins lower.
Tapped by Secretary Rollins, Kip Tom is building a faster, satellite-driven replacement for NASS’s aging survey system, one he says could turn monthly reports into biweekly ones by year’s end for multiple crops.
Analysts forecast corn yields at 182.4 bu/acre and soybeans at 52.9 bu/acre in USDA’s first survey-based crop production report, with total corn production seen at 15.934 billion bushels versus last year’s 17.021 billion. Private estimates range widely as weather stress takes a toll in some areas.
Know the two numbers that matter before the September deadline.
Flash sales of soybeans and meal may offer support
USDA WASDE on Wednesday, and then focus turns to annual Pro Farmer crop tour
Rain and cooler temps were welcome after intense July heat, though the high temps have returned in the mid- to lower Midwest, raising concern for the soybean crop as it advances through its most critical growth stage.
After years of dry falls, a historic El Niño could cut U.S. farmers’ fall field-workable days by 20%, Nutrien’s Eric Snodgrass warns, while drying delays and flat acreage threaten Brazil and Argentina’s 2026-2027 crop.
Bill Watts and Spencer Langford look ahead to this week’s USDA crop production and supply-and-demand data; Hillari Mason on how an August checklist can help reduce harvest-time headaches.
Position-evening continues to drive price action
Wheat leads the way higher on Black Sea concerns, while traders position ahead of Wednesday’s USDA reports...