Growers say they remain cautiously optimistic and believe the U.S. is “headed in the right direction.” But they want the gridlock with China to end and for actual steps to be taken to get their crops sold and shipped.

As fertilizer prices remain high, cotton specialists urge growers to conduct timely soil tests to identify nutrient surpluses, reduce input costs, and enhance overall soil health for the upcoming 2026 season.

Mark Knight, Farmer’s Keeper Financial says,"China did keep 10% tariffs in place. So,it’s really a 13% total tariff for incoming soybeans. Argentina and Brazil get charged 3%. And so we’re still 10% higher than that.”

As fertilizer prices and demand hold firm this fall, Josh Linville with Stone X Group warns prices could climb higher if reported government aid payments arrive this year.

Darin Newsom, senior market analyst with Barchart, Inc., says commodity wide selling is hitting the grain and livestock futures early Thursday and some of it is tied to uncertainty regarding the future of tariffs.

The grain rally continued on Wednesday as technical momentum remains firm following a shift in fundamental headlines over the last two weeks. Long liquidation in cattle continued with the Administration’s stance spooking Funds. Oliver Sloup brings you the latest insights on Markets on the Move.