Pro Farmer Analysis

Global bonds yields are on the rise (lower prices).
However, the stagnation comes as the disparity between fertilizer prices and potential profits widens.
Brazil’s environmental authorities seized around 7,000 illegal head of cattle in the Amazon and issued fines to several ranchers and slaughterhouses.
Inflation adjusted cost of production for corn has been consistently high since 2012
The Trump Administration outlined plans to implement a 50% tariff on products from India.
The world’s first ethanol to jet fuel production facility expects to begin production in September
September will bring another funding cliff for USDA and the rest of the federal government.
President Trump is poised to impose some of the highest tariffs among trading partners on Brazil.
Market keys for the next 5, 30 and 90 day segments.
The NPPC is working to get out in front of upcoming Farm Bill legislation.
The European Union has been a major importer of U.S. ethanol in recent years.
Senator Marshall highlighted four pillars of the legislation including increased efficiency in agriculture; healthier, more nutrient-rich food; affordable access to primary care healthcare; and addressing mental health challenges among young people.
The proposal would set the highest overall numbers ever.
House Ag Committee Ranking Member Rep. Angie Craig (D-Minn.) has voiced sharp doubts that enough Democrats will support the Farm Bill 2.0 this fall.
China is threatening to derail a $23 billion deal that would hand over control of more than 40 global ports.
The details revealed “some tariff price pressures may be appearing in the economy.”
The United States’ growing agricultural trade deficit has raised political alarm bells.
The U.S. economy is teetering on the edge of a recession, with key indicators showing signs of stress.
A look ahead at the next 5, 30 and 90 day segments for the soy market.
The Russian government ordered “necessary measures” to boost ag exports after wheat sales to start 2025-26 fell to their lowest since 2008.
Federal Reserve officials diverged at their June meeting about how aggressively they would be willing to cut interest rates.
Crop consultant Dr. Michael Cordonnier kept his U.S. corn yield forecast at 180 bu. per acre, though he noted if weather remains favorable it could move higher.
Chinese exports to ASEAN countries and the European Union have jumped.
Corn-for-ethanol use totaled 449.4 million bu. in May.
Trump’s approach involves threatening written notifications to trading partners outlining new tariff rates, a tactic aimed at forcing “deals” and punishing those not negotiating in good faith.
The International Grains Council (IGC) trimmed its forecast for 2025-26 global corn production.
Brazil’s National Energy Policy Council (CNPE) approved increasing the percentage of ethanol mixed in gasoline.
The House and Senate reconciliation bills both propose major changes to the 45Z Clean Fuel Production Tax Credit, aiming to extend and reshape federal support for biofuels.
Senate Republicans on Wednesday released the agriculture section of their budget reconciliation bill.
The U.S. Department of Justice has asked the U.S. Court of Appeals for the Federal Circuit to extend its stay on a lower court’s decision that found most of President Donald Trump’s global tariffs illegal.
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