News
As the Iran war drives fertilizer prices up 40%, the Trump administration is warning against price gouging. A new survey shows only 60% of corn farmers have secured their nitrogen needs for 2026.
Soymeal offering support with strong gains
China’s Xi weighs in on U.S.-Iran war
Historical ratio to crude oil indicates the crop may still be undervalued
Accumulated export inspections for corn show final tally could top USDA’s latest estimate, though the pace has slowed in recent months.
Today’s market is evolving, not just correcting, according to ag economists. To win the long game, farmers are using generics and delaying machinery purchases as trade shifts to allies and consumers demand premium meat portions.
President Trump has called for an immediate blockade of the Strait of Hormuz following failed peace talks over the weekend, prolonging delays of fertilizer and fuel trade, though other factors are in play.
Bill and Hillari discuss implications of the global fertilizer crunch, while Spencer weighs in on pasture conditions and the cattle rally.