Trade Tensions Timeline: September–October 2025
Between September and October 2025, U.S.–China trade tensions swung from optimism to retaliation. From tariff threats to rare earth controls, both sides made bold moves. Behind the scenes, high-level talks continued, culminating in a draft agreement. With a key summit set for October 30, the world watches for a breakthrough. Here's how the past month unfolded.
Harvest Basis Firming: What’s Driving the Shift in Soybean and Corn Markets?
Soybean basis is firming fast in North Dakota and other states, with crush facilities raising bids and offering free delayed pricing. Corn basis is holding unusually steady. The real story? Limited storage and modest yields may be driving this market shift. Farmers should act fast as short-term basis premiums create quick opportunities. Here’s the full outlook on harvest basis firming across the U.S.
When the Report Doesn’t Come: Navigating Grain Markets Without WASDE
The WASDE report didn’t drop this month—and it’s disrupted the usual grain market playbook. But the market hasn’t stopped moving. Basis is still talking, spreads are shifting, and exports offer clues. When the data goes quiet, your plan should speak louder. Here’s how to navigate grain markets without USDA’s usual guidance.
The Delicate Balance of Spreads: What It Means and Why It Matters
Spreads don’t make headlines, but they quietly tell you where the grain market’s headed. When they move, there’s a reason — and if you learn to read them, you’ll spot the story before everyone else does.
Corn Shocks, Wheat Swells, and Soybeans Steady: What the USDA Report Really Says
The latest USDA stock report sent ripples through the grain markets, surprising traders with unexpected figures in corn and wheat. Corn came in higher than expected, wheat overshot estimates significantly, and soybeans stayed mostly on track. Here's a breakdown of what it means, and what to watch next.
Harvest Basis and Storage Strategy: Opportunities Amid Pressure
Harvest soybean basis has slipped well below historic norms, while corn holds steady with strong PNW demand. Storage strategies are key as market carry offers profitability for deferred delivery. With damaged bins and soybeans filling farm storage, space is tightening fast. Locking in basis or cash contracts could make the difference this season. Maximize harvest success by capturing carry and managing bin space wisely.
Marketing Grain Like Grandpa Never Could
Grain marketing has evolved far beyond the gut instincts of generations past. Today, advanced tools bring real-time data and strategy to your fingertips. This isn’t about abandoning tradition—it’s about enhancing it. Learn how to market smarter, not harder. Be the innovator your Grandpa would be proud of.
Chill Before the Chart: ND Crops Hit Just Before September WASDE
Unexpected frost in North Dakota has caused more crop damage than initially reported — especially to soybeans, which are already facing tight carryout estimates. As we look ahead to Friday’s WASDE report, recent history reminds us that early yield optimism often fades. Are we due for another revision walk-back?
Crop Insurance Impacted by: One Big Beautiful Bill Act
The One Big Beautiful Bill Act (OBBBA) is rewriting crop insurance rules in favor of farmers. From bigger subsidies on ECO/SCO to expanded support for Beginning Farmers and Ranchers, the changes make higher coverage levels more accessible. Here’s what you need to know to adapt your crop insurance decisions moving forward.
Will PNW Corn Shipments Fill the Void Left by Chinese Soybean Purchases?
Uncertainty hangs over U.S. soybean exports as the August 12th Chinese trade deadline approaches. With no new crop purchases and weak basis levels in ND, farmers face tough decisions. Will China re-enter the market, or will the U.S. need new trade routes? Explore what lies ahead for the soybean sector. Timing and strategy are critical as harvest nears.
Put Price in Perspective: Soybeans, Corn, and the Road Ahead
In a season marked by uncertainty and tight margins, understanding where soybean prices stand—historically, seasonally, and strategically—is more critical than ever. With harvest near and weather risk fading, zooming out might offer the clarity farmers need to make confident moves. When it comes to price, perspective is profit.
How China Is Shaping 2025 Soybean Prices
China remains the single biggest influence on global soybean prices in 2025. With over 60% of global imports, its demand—and sourcing choices—drive U.S. price swings. From hog herd recovery to geopolitical tensions and Brazil’s expanding role, understanding China is crucial for farmers navigating today’s market.
U.S. Soybean Exports & ND Harvest Basis: Navigating Trade War Uncertainty
Uncertainty hangs over U.S. soybean exports as the August 12th Chinese trade deadline approaches. With no new crop purchases and weak basis levels in ND, farmers face tough decisions. Will China re-enter the market, or will the U.S. need new trade routes? Explore what lies ahead for the soybean sector. Timing and strategy are critical as harvest nears.
Buy Back Your Time: Delegate Your Marketing and Focus on Farming
Farming is demanding work, and marketing shouldn't steal your time. Inspired by Dan Martell’s Buy Back Your Time, this post shows why delegating your grain marketing is a smart move. Discover how outsourcing can reduce stress, boost profits, and let you focus on what you do best: farming. It’s not about doing more — it’s about doing what matters most.
Record Corn Yields? The Market's Betting on It—But Is That Realistic?
US corn crop ratings are strong, and traders are talking record yields near 188 bu/ac. Historical comparisons suggest it’s possible, but weather issues like drown-outs and tassel wrap might complicate things. Is the market too optimistic?
Understanding the Supplemental Disaster Relief Program (SDRP)
The USDA’s Supplemental Disaster Relief Program (SDRP), launched July 10, 2025, offers targeted support for agricultural producers impacted by natural disasters in 2023 and 2024. If you received a pre-filled USDA application, you may qualify for financial assistance. Learn how Stage 1 payments work, who’s eligible, and how to prepare for Stage 2. Speed and insurance coverage matter — here’s what to do next.
U.S. Corn Exports Set to Break Records as Supply Tightens
U.S. corn exports are on pace to smash records as domestic use stays strong and supplies tighten. Export bids are rising sharply, basis is firming across the Midwest, and interior movement is unusually slow. With Brazil facing port delays, the U.S. remains the go-to origin—fueling a market that’s already heating up.
June 30 USDA Report: A Snoozer on Paper, Subtle Signals in the Numbers
June 30’s USDA report may not have moved markets much, but the underlying data reveals a lot. Corn and soybean acres came in under expectations, with tighter stocks hinting at potential future cuts. Soybeans face a shifting acreage landscape, and wheat stocks are keeping a ceiling on prices. Here’s a closer breakdown of what it all means and what might come next.
USDA's June Acreage Report: What to Watch
The USDA’s June Acreage Report—set for release on June 30th—could shake up the grain markets. Corn, soybeans, and wheat all have acreage expectations rooted in March estimates, but historical trends suggest adjustments are coming. With funds heavily short on corn and soybeans on the rise, a bullish surprise could spark market moves. Here's what traders should be watching.
2024 Final County Yields Released: What It Means for ECO/SCO Payments
The Risk Management Agency has published the final 2024 county yield data, triggering ECO/SCO crop insurance payments. Corn and soybean prices fell sharply, but payouts vary by location. Not every county qualifies—map visuals pinpoint where claims are likely. AI analysis confirms USDA estimates, streamlining the validation process. Plus, ARC/PLC payments may follow based on the final marketing year price.