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September 1, 2026
A day before Trump paused tariffs on 300,000 metric tons of beef imports, WSJ reports he met privately with JBS co-owner Joesley Batista, tying the move to a firm under DOJ scrutiny as cattle producers push back.
Corn futures kicked off September at contract highs after posting the biggest August percentage gain since 1980. History shows September can go either way after extreme August rallies, underscoring the need for a solid marketing plan.
Corn, soybeans and wheat each hit a fresh contract high overnight, but have since encountered staunch resistance.
USDA’s latest Global Food Assessment shows low- and middle-income nations’ grain demand outstripping production through 2036, signaling strong opportunities for U.S. feed and protein exports.
Oil prices on the rise as oil tankers attacked in Strait of Hormuz
The late summer slide has pushed conditions below recent historical averages
Ground beef demand remains strong as cattle producers push back on Trump’s latest beef import plan that sent cattle prices sinking. Ranchers say consumers don’t have a beef price problem — they have a fuel price problem.
Bill Watts and Hillari Mason discuss the August grain rally; Lane Akre breaks down the balance-sheet implications of a smaller corn crop.
Grains pull back from contract highs in consolidative trade.
Hedge funds load up on long positions in corn and soybeans...
COT data shows big specs loading up on corn, soybean longs
This week’s trend of higher grains and lower cattle continued into the weekend.
Farmers and rural organizations across the country are reporting growing difficulties accessing USDA services following a major reduction in the department’s workforce.
Corn and soybeans reversed Thursday’s losses and surged to fresh contract highs.
Grain bears unwilling to stand in front of a steaming locomotive
Mid-year Farm Manager Survey Finds Lower Cash Rents Were Anticipated
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