News
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...
Grain traders positioning ahead of Wednesday’s WASDE report.
View newsletter here.
Sentiment in the July Ag Economists’ Monthly Monitor is improving and no one sees the downturn deepening, but interest rates, elevated input costs and corn’s shaky price outlook still cloud the path to 2027.
The Senate Agriculture Committee failed to advance its Farm Bill after a 10-11 vote yesterday, with disagreements over Supplemental Nutrition Assistance Program (SNAP) cost-sharing preventing the measure from moving forward before Congress’s August recess.
Senate Ag Committee’s 10-11 farm bill vote stalls the legislation, but a bipartisan 17-6 vote on mandatory country-of-original labeling keeps mandatory beef labeling alive for a potential September revote.
Farm bill fails to make it out of Senate Ag Committee
Tighter global stocks, new trade deals, and a higher MAL base rate alter the downside risk setup as the new marketing year opens.
As input costs remain elevated, fall lease deadlines are putting renewed focus on cash rents and farmland values.
Acres effected are up nearly 40% over the past month
Corn, soybeans and wheat each traded in tight ranges overnight, straying little from unchanged.
Soybean bulls hoping for big weekly USDA bean export sales number