News
Energy-market volatility and fertilizer supply threats loom as Iran response to Operation Epic Fury threatens Strait of Hormuz; why wheat and soybean oil may lead the grain complex higher.
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