Market Analysis
How to navigate recent gains, evaluate the latest CFTC data, and keep tabs on your marketing plan
While the S&P 500 hits record highs, a 46% surge in diesel and restricted fertilizer flows through the Strait of Hormuz mean ag input costs might not normalize until at least 2028.
The market’s attention is turning back to the fundamentals.
‘Even with the Strait declared open, effective normalization will take time,’ analyst says.
Sales will provide peace of mind and opportunity for improved margins
Early responses amid Iran war could mean revisions to acreage figures down the road
Cotton futures hit contract highs as short covering lifted prices, but weak demand and rising costs are keeping profitability out of reach. Texas Tech’s Darren Hudson breaks down what it means for growers heading into 2026.
Remarks come amid upbeat pre-summit talks between U.S., China officials in Paris
Crisis could squeeze farm margins in way that Russia-Ukraine war did not: NDSU study
The situation in Iran drove fertilizer prices higher this week while raising shortage fears. Analysts warn higher input costs could shift up to 1 million 1.5 million acres from corn to soybeans this spring.