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July 17, 2026: AgTech Outlook, EPA Eyes DEF Changes

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July 17, 2026: AgTech Outlook, EPA Eyes DEF Changes

The Ag News Daily episode covers a range of agricultural topics, beginning with weather and crop conditions. Much of the Corn Belt faces above-normal temperatures during corn pollination, increasing stress, though USDA ratings remain stable at 68% good-to-excellent for corn and 65% for soybeans. Export news shows improved U.S. soybean shipments to China, with record June imports, while infrastructure legislation (WRDA 2026) advances to support waterways critical for exports. Delaney Howell reports from NAFB on innovation, labor challenges, and food security, highlighting technology adoption, veterinary shortages, and foreign animal disease threats like new world screwworm. NCGA's fly-in pushes for new corn demand through sustainable aviation fuel and year-round E15, while a new H-2A visa reform bill aims to ease labor shortages. USDA also expands the "Product of the USA" label and addresses data center development in rural areas. Market analyst Arlen Suderman discusses fund buying trends, weather impacts, and geopolitical risks, particularly Black Sea disruptions and fertilizer supply concerns for 2027. Retail fertilizer prices are easing modestly, but remain high historically. The episode concludes with reflections on the summer and a preview of upcoming content, emphasizing ongoing market volatility and policy efforts to support farmers.

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Today on Ag News Daily. USDA is projecting new crop corn ending stocks above 10% and soybeans above 5% stocks to use ratio. Those new crop contracts are December corn and November soybeans tend to trend lower into harvest and this year right now we're trending higher. Welcome back to the Ag News Daily show our weekly video and daily social media clips. Michelle Stengler here joined by Josie Kelly filling in for our Delaney Howell and our team. Certainly been a busy summer. Delaney is out on the roads today or this week helping with the National Association of Farm Broadcasting more reporting there from some of their news sessions so we'll have some great content and today's show from her. But certainly a busy summer for you and your family Josie. Yeah it's been a busy and hot week currently it's the Story County Fair here in Iowa. My little brother is showing tractors out there. He's been showing tractors out there for a couple of weeks. Showing tractors at the County Fair and my little sister just won Fair Queen. So we're out and about all week but it's definitely been a challenge keeping cool. I don't know about you Michelle. Yeah it's warm and here in Wisconsin where I'm based an air quality alert too. So certainly a lot of fun things going on. As we look here into the weather much of the Corn Belt is expected to remain above normal temperatures through the weekend. With many areas getting warm and cold. With many areas continuing to see highs in the 90s as corn moves through pollination. The prolonged heat is expected to increase crop stress especially across the northern Midwest where soil moisture will be tested and irrigation demands could climb. Forecasters are watching a cold front expected to move through early next week. Probably not that cold but cooler. Bringing the potential for somewhat cooler temperatures and scattered rainfall. Producers across the northern Corn Belt will be watching closely to see whether those rains provide relief from this week's heat stress. But certainly the crop is moving ahead. I said last week on our show that our corn was about to tassel and it did. So what's it looking like in Iowa? Well we're just going to look at the latest USDA crop progress report showing that the nation's corn and soybean crops remain in generally good shape heading into the weekend. Even as forecasts call for above normal temperatures across much of the Corn Belt. USDA rated 68 percent of the corn crop in good to excellent condition unchanged from the previous week and ahead of 58 percent at this time last year. Soybeans also held steady with 65 percent rated good to excellent matching last week's rating and improving on 64 percent a year ago. Development also remains near the five-year average. Nationwide 30 percent of the corn crop has reached the silking stage while five percent is in the dough stage. For soybeans, 44 percent are blooming and 13 percent are setting pods. As producers head into the weekend attention is shifting from crop ratings to the forecast with much of the Corn Belt expected to experience several days of heat during the critical pollination period. We'll be back with more news after this week's tip with Corteva Agriscience. Tar spot today is something still new to a lot of farmers. It's really important we get out early prior to tassel emergence. If you begin scouting those that leaf or two below the ear leaf looking for black raised spots on that leaf surface they'll be embedded in that tissue either above or below the epidermis layer of the leaf. We've seen upwards of 50 to 60 bushel yield penalty when we don't get on top of things early. So just to put things in perspective when we see a five to seven percent incidence level on that ear leaf and above. will typically more than justify making a fungicide application and we really want to get it controlled before we start to see it get above that ear leaf as that ear leaf and above contribute a lot to our grain yield as well as trying to protect the stock quality is important as well at harvest time making harvest go smooth making sure we don't have a lot of ear loss due to poor stock integrity as other reasons in addition to protecting that yield as to why you'd want to be really serious about tar spot this season corteva.us backslash row crop fungicides is an excellent spot to go learn a bit more about tar slot and other diseases as well as control options for them i'll be always appreciate those tips as the growing season continues to move forward but looking into some export news reviewing those in the past few months u.s soybean exports to china are showing some signs of improvement with china importing 8.38 million metric tons of u.s soybeans during the first five months of 2026 while brazil remains china's largest supplier currently renewed u.s shipments come to as traders continue watching trade relations between the two countries and what they can mean for export demand heading into harvest china imported a record 13.5 five million metric tons of soybeans in june fueled by strong brazilian shipments and delayed cargoes finally clearing points ports that's more than 10 higher than a year ago and nearly 15 above may's total nls expects soybean imports to remain above 10 million metric tons per month through august with full year imports potentially matching or exceeding last year's records markets will continue watch brazilian exports chinese livestock demand and trade developments for clues about future soybeans looking at capitol hill bipartisan water infrastructure legislation is moving through congress this week after both house and senate committees unanimously approved their versions of the water resources development act of 2026 also known as wrda the bill authorizes improvements to inland waterways ports locks and dams and other infrastructure that plays a key role in moving the water infrastructure to the next level of development in the future the soya transportation coalition says maintaining and improving the nation's waterway system helps lower transportation costs for farmers and strengthens export competitiveness one key provision would help maintain the columbia river shipping channel at its current 43 foot depth which is critical for soybean exports through the pacific northwest the legislation also includes measures aimed at improving project delivery project delivery and improving the quality of the soybean and reducing costly overruns on u.s army corps of engineers construction projects before both versions head to the full house and senate for consideration well dozy like we mentioned earlier in this show ag news daily co-host and our president delaney howell is out on the road at the national association of farm broadcasting summer showcase where she's connecting with industry newsmaker and agricultural leaders from across the country one of the highlights of the event was a panel discussing on innovation and emerging technologies impacting the future of agriculture let's hear more from delaney about what she heard from industry leaders hey ag news daily listeners i'm out this week at the american royal the old facility before the transition happens at the summer agribusiness meeting this week with the kansas city agribusiness group and the national association of farm broadcasting while we've been here we've been talking of course all things agriculture from innovation in the animal health space to commodity markets and what to expect here for the next few months we're going to catch up with some of those conversations we've been hearing here from folks at this week's meeting certainly a big question around mbaf continues to be when plum island will be fully phased out as of march all of the research activities at plum island had been stopped and the research component has transferred to mbaf now the foreign animal disease diagnostic laboratory is still operating but i believe by the end of september they will be wrapping up their operations there as well and will be shifting the mission to nbaf as much as they can we're supplementing that with the national animal disease center in ames iowa they'll be taking on some of the diagnostic duties that fadl has been doing at plum for all these years until nbaf is fully stood up certainly as we think about technology adoption labor remains at the forefront of those conversations here's what some of our panelists had to say about how that will impact their respective spaces we in our journey have visited with customers that are like don't bring me tools that are going you don't come and start talking about replacing my labor um we're the biggest employer in the county and so obviously i won't name names on who it is but people everyone manages that labor force differently the needs are different what we try to do is articulate the value of the tool that augments labor right so you're you can repurpose um your labor force to doing higher value work and not being you know the time not being consumed by what we would determine the tool can do uh in some cases people struggle to hire labor so it is a more robust labor replacement for those particular individuals if i think of the skill sets that they're still looking for and advancing right how do we best become or seek out the right work workforce digital data skill sets are increasingly important and will continue to be increasingly important as we talk about customers having data about their operation you know i still want to reference the university stuff but it seems like whether i'm in missouri or not most farmers are show me people right when we think about this and it's and they do tests you know grower will test on their own ground i want to try it this way does it work should i apply it next year how do i best help them with that data now whether it's in our you know aftermarket and customer support with technicians that now are as sharp with computer diagnostics and understanding what the machine's telling us and doing that remotely it's a different skill set that maybe when i first started with the year and a technician who might have been really good with wrenches and things like that and they were able to diagnose and had experience and understood now it's a combination of system skills and understanding mechanical skills and making sure we have uptime and then data skills to say how i farmed my crop or how i ran my operation where are avenues to help me improve we see we've seen dealers make investments now they have a whole integrated solution teams that are helping their growers work through that and our salesmen are now using data to help understand is this the right solution for this customer one of our panelists here this week is brad tollbert with john deere when asked the question what he was most excited for as it relates to new technology in the john deere pipeline he took a step back to say what excites him most is actually the technology that's already here such as the sea and spray technology and seeing that adopted more widely at the farmgate level expanding the areas where it can best perform we have act we have done that that's part of our it's accessible it's adaptable as we move forward right and we have i can remember the first time i saw cn spray probably four years ago in a field with a test customer you know and he said here's the things i want and it's been very cool to see as we continue to develop both the ai learning and system programming that allows us to do that and that's what we've been doing for the last few years and we're going to continue to do that and we're going to continue to do that and we're going to continue to do that and we're going to continue to do that and we're going to continue to do that and want to go faster we need to do 15 inch beans in addition to 30 inch beans we want to be able to do more crops we want to talk about wheat you'll see that and you may have seen those launches and discussions as we move forward so i think it relative to a big item it's in the short term it's not the big items it's expanding so more customers can take advantage of the of the products and services that are out there and i'm just super excited because our dealers have been probably the first people to really imagine that we're going to be able to do that and i'm just super excited because our dealers have been probably the first people to really imagine that we're going to embrace it and help customers determine if it's right for them best way to do that if if i said like how do i best prepare it start documenting the data today much like you talked about with this john deere ops center is our is our avenue right and it takes it and it allows data to turn into insights i think are the really important piece and a lot of our innovation is coming in not just the physical hardware form but the digital form that allows customers to make better decisions with the data of how they've farmed in the past knowing that i believe it was we have 40 chances to put crops in the field as a farmer so how do i make sure 36 is better than 35. i thought this was one of the best questions asked to this panel we hear often coming from the administration especially secretary rollins that food security is national security when posed to the panelists what their biggest challenge or focus should be when it comes to food security comes to protecting national security in the interest of food here's what they had to say large animal veterinarians in rural veterinary medicine and access to care in rural areas which is a big sticky bucket of honey on how do you solve that problem because it's not only driven by oh i don't want to be a vet for cows or pigs or whatever it is it's the rural aspect of that and all the things that go into that can i make a living can my spouse make a living can can i meet a spouse all those types of things right and i don't know that i can help solve some of the latter but the financial pieces is what we're really focusing on so we talk about can are there mechanisms in which we can limit uh debt load if there's a commitment to rural large animal veterinary medicine through the farm bill as an example or some type of funding mechanism is there funding that we can get available to help drive the adoption of food production animal technologies because that ties into the profitability and efficiency piece foreign animal diseases is a big threat to food security and national security in the united states i think we can see that with the new world screwworm outbreak we had been watching that for a while as it got closer and closer to the southern border i think we also see it with highly pathogenic avian influenza jumping into dairy cows these diseases are out there they're looking for opportunities to jump into new species to jump into people and so that money is always going to be one of the answers and one of the the problems is there's never enough and and how do you prioritize what you spend on when you have so many threats that you have to look for but in the discussions we have at nbaf uh and and partnering with k-state and some of their economics professors looking at an african swine fever outbreak or foot and mouth disease outbreak in the united states we're talking about probably on the low side 50 billion dollars of impact um to our agricultural economy and our economy overall um one in every 10 jobs is connected to agriculture so to say food security is national security is kind of an obvious statement because it is is the heart of what we do it brings in over a trillion dollars a year of course for the livestock industry new world screwworm continues to be a top concern and priority we heard some comments and updates on what the new world screwworm looks like here for livestock producers as we continue to look at risk mitigation so we spent a lot of time relative to educating uh a lot of people down in those southern states whether that be government officials as well related to new product that we have um we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation and we're going to continue to look at risk mitigation how that has to be used because it's under conditional approval you're dealing with fda license the product usda aphasis involved as well as texas animal health commission as an example so you're navigating three agencies relative for product deployment and getting it on list and educating on what the product is what it does it's the first new molecule that's gone through this conditional approval process with the fda so it's new to the fda it's new to us as far as you know remaining compliant educating veterinarians as well from a product perspective um but also from to your point on protocol it's um you know the surveillance protocols we've got a lot of um veterinarians that we have on our staff and that are experts in parasitology and they spend a lot of time and have been spending a lot of time hosting meetings either jointly with government officials or just producer meetings and really focused on that educational piece michelle and josie back to you well a lot of great insights there and our thanks to delaney for bringing us those conversations we're all so proud of her leadership within the national association farm broadcasting where she is serving this year as president-elect about 200 corn growers are in washington dc this week for the national corn growers association corn congress and annual fly-in with another year of tight margins driven by low commodity prices and high input costs producers are meeting with lawmakers and administration officials to discuss the challenges facing agriculture and the policy solutions they believe can strengthen the farm economy one of the biggest priorities is creating new demand for corn ncga says that includes expanding ethanol's role in sustainable aviation fuel bio-based products and other emerging markets leslie mcnith ncga's vice president of public policy explains here in this clip so a few examples are thinking about how we can increase usage of corn and ethanol as feedstocks so ethanol is a feedstock into marine fuels um and and sustainable ethanol is one of the major priorities for creating new demand for corn ncga says that includes expanding ethanol's role in sustainable aviation fuel biobased products and other emerging markets leslie mcnith ncga's a vice president of public policy explains here in this clip so a few examples are thinking about how we can increase usage of corn and ethanol as feedstocks so ethanol is a feedstock into marine fuels um and and sustainable aviation fuel and then thinking about using more corn and more ethanol and bio-based products thinking about how do we replace some of the whether it's um personal and home care or industrial products that are typically come from a fossilized um from fossilized feedstocks replace some of that with a cleaner option you know which is corn or ethanol um and deliver environmental environmental benefits as well as you know a increase in new source of demand for a farmer increasing demand also means expanding access to existing markets mcnitt says the organization is optimistic congress could finally approve year-round e15 sales and something corn growers have been advocating for over the past several years. We have been at this for a long time and something feels different this year. I think that, you know, we know that we're in a tough political environment. It's an election year. The margins in the House and Senate are tight, right? And so there may not be a lot of incentives for cooperation at this point in time. But on the other side of the coin, I think legislators got a taste of bipartisan success with the E15 passage in the House. And they recognize that rural communities support is really, really important going into the elections. And I think a lot of legislators want to be able to bring home wins for their constituents. And they recognize that agriculture and corn farming in particular, you know, and renewable energy are really important economic drivers in those rural communities. And so I think there are, you know, there's every reason in the world for Senate Democrats and Republicans to come together on this on this legislation and bring home a win for their constituents. Beyond renewable fuels, NCGA is also urging lawmakers to strengthen U.S. trade relationships, particularly with Mexico and Canada, while continuing to address high input costs and fertilizer affordability as farmers prepare for another challenging year. Well, some great information there. But as we look at another topic, many groups are talking about ag labor. A new proposal aimed at addressing agriculture's ongoing labor shortage is getting some support on Capitol Hill. House Agriculture Committee Chairman G.T. Thompson recently introduced in the last few weeks the Securing Agriculture's Workforce Act, legislation designed to modernize the H-2A visa program and make it more efficient and cost effective for farmers who rely on seasonal labor. Washington Congressman Dan Newhouse also says the proposal builds on many provisions from his Farmer Workhouse Modernization Act and calls it an important step toward long-term ag labor reform. He says farmers, ranchers and agricultural organizations have been actively meeting with lawmakers to emphasize the urgency of passing this legislation. Newhouse notes the congressional calendar is quickly filling up with the Farm Bill. The upcoming midterm elections and the holiday recess making the window for action this year increasingly neural. So we'll continue to watch that here on Ag News Daily. Where will that get traction and when? Well, we'll catch you up here on Ag News Daily. An announcement made in the last week. Ten more meat and poultry processors are adopting the USDA's voluntary product of the USA label, expanding a program that helps consumers identify meat, poultry and egg products that are entirely, entirely sourced and processed in the United States. To qualify, animals must be born, raised and harvested and processed domestically, giving shoppers greater confidence that they're purchasing products that support American farmers and ranchers. Agriculture Secretary Brooke Rollins says when families buy American products, they should know exactly what they're getting. The USDA says interest in the label has continued to grow following a nationwide awareness campaign launched earlier this year. The department says it's going to continue to grow in the United States. The program is designed to provide greater transparency for consumers while helping U.S. livestock producers receive recognition for raising animals that are born, raised and processed entirely in the United States. In some continued USDA news, the newly appointed Special Envoy for American Landowners and Country Music Artist, which I thought that was interesting, John Ritt says the department is working on guidance for the growing number of data centers planned across rural America. Ritt says thousands of projects are currently scheduled and while the Trump administration considers data centers a national security priority, USDA also wants to ensure landowners are protected as development moves forward. Ritt says Agriculture Secretary Brooke Rollins has made it clear there's a right way and a wrong way to build data centers and he expects USDA to release a framework addressing those concerns in the near future. Certainly a topic there, no matter what state you're in, it's a hot, hot topic right now. Ritt says landowners continue to raise questions about how data center projects could affect their property, making the issue one of the most common topics he's hearing in his new role. Water and farmland, certainly a lot of different issues that go alongside data centers, that topic. Looking at the Environmental Protection Agency, the agency is proposing changes to federal diesel engine regulations that it says could save the trucking industry nearly $12 billion, while lowering transportation costs for farmers and other rural businesses. The proposal would eliminate engine deratement caused by diesel exhaust fluid, also known as DEF, Systems Failures and Revised Emissions Warranty requirements. The EPA estimates that the changes could reduce the cost of a new truck by as much as $6,000, while maintaining most nitrogen oxide emission reductions. EPA Administrator Lee Zeldin says that the proposal would make trucks more reliable and less expensive to operate. Agriculture Secretary Brooke Rollins also praised the plan, saying that the changes would help lower costs, improve safety, and keep the nation's food supply moving. The EPA is also proposing to give manufacturers additional time to comply with certain emission requirements. This week here on the podcast, our interview is talking all things markets. Our Delaney Howell sat down with Arlen Suderman of Stone X for a wide-range discussion on the commodity markets. They looked back at some key drivers and developments that impacted some recent market activity and heard from what producers should be watching in the weeks ahead. Let's hear that conversation right now. So as you think about, you know, we just had WASDE report, we had our June acreage report. Give us a little bit of kind of a retrospective, if you will, about some of the market factors we've been seeing here lately. I think one of the things that I took away from what we've seen over the last, couple of weeks is the funds showed their hand on June 30th. When that report came out and immediately the funds instantaneously started buying corn, soybeans, and wheat. You could say it was because of surprises in the report, but soybeans had bearish reports, both acreage and stocks, but they still shot higher as well. And I think the funds showed their hands that they were waiting to get those reports behind them before they would start building some ownership in the grain and oil seed sector. Doesn't mean that that's going to stay there, but it's going to be the case. But that gives us an idea of what their bias is. Now, as we go through the next several months, we follow things into Black Sea, we follow Chinese buying, we watch the weather in the United States. There seems to be that bias for owning the sector. So then Arlen, as you think about what is ahead for the markets here, we're heading into the peak of the growing season, usually summer highs are a conversation around this time. What do you see here as the forecast for the next month or two? Well, what we found in looking at seasonality of corn prices, we're looking at new crop. That's what the market is focused on. And in years when USDA is projecting new crop corn ending stocks above 10% and soybeans above 5% stocks to use ratio, those new crop contracts are December corn and November soybeans tend to trend lower into harvest. And this year right now, we're trending higher. We're trending as if the market doesn't believe USDA. They think there's a significant risk that we're going to end up tighter. And that's easy to see when you look at what's happening in the Black Sea, when you look at Chinese buying, that could be the case. Now, we don't know to what extent China is actually going to keep their promise. As I look at the math in the USDA balance sheet, it looks to me like they factored in about 16 million metric tons of soybeans. China promised they'd buy 25. In phase one, they complied at about a 60% level. And then in phase two, they promised they'd buy 25. And then in phase three, So USDA's basically factored that in. So if they comply at a higher level, then we're going to run tight on soybeans. If it's at a lower level, then we're going to be bearish. We're going to have surplus supplies. So we could still go either way there. I don't think USDA's got any corn factored in there. So if China were to buy some corn, that would be friendly. If Spain would come in and buy corn because their neighbor France, where they normally get corn, has had the drought, that could also be supportive. If Ukraine's unable to export corn because Russia shut down Ukraine's ports, that could be supportive as we get their business. So right now the funds are reluctant to be short. That's giving us some opportunities. I'm glad you mentioned weather. We're talking a lot about that here today. Give us a little bit of your take on where the weather patterns are indicating that markets may head from here. We have a strong El Nino, record fast developing El Nino. Strong El Ninos have a tendency to give us a shift. A showery, moderate, wet temperature regime that gives us above-trend yields. You look at the strongest El Ninos, 1997, 2015, certainly saw it in both of those years, above-trend for corn and soybeans. We had areas of dryness, but temperatures were mild enough that it didn't stress the crops. And we had those good yields and longer grain fill periods in August to help get the bigger seed size. This year we had the strong El Nino, but we also have something very unique. And that's a strong PDO. We have a strong PDO at the same time, negative PDO, meaning we have cool waters in the northern and eastern Pacific and warmer waters to the south and the west. to give us a hot high pressure in the Midwest. That's the opposite of El Nino, which is going to win. So that has the weather models flipping back and forth, and it's probably going to end up modifying that typical El Nino pattern. So if we're a little bit drier than what we'd like to see and a little bit warmer than what we'd like to see, we may take some of the cream off of that. So far, we don't have that case. NDVI scores are record high, satellite data. The crop conditions scores are near normal for this time of year, suggesting trend or better yields. That could all change in the next six to eight weeks. So that's what we're watching. How do those two forces, which one really wins or is it a draw between them? Arlen, you also pay a lot of attention to what's going on geopolitically. So give us a quick update on the Black Sea region. What does that mean for energy prices here moving forward? Remember what we feared in 2022, that Russia would end up shutting down commodity movement out of the Black Sea. So prices skyrocketed. Russia was always able to export. It had the upper hand, and it tried to shut down Ukraine's grain exports, but Ukraine found ways to export first over land through Europe until European farmers really fought back on that, what it was doing to their prices, and then through their own shipping lanes, hugging the Western coast of the Black Sea. And they were able to maintain exports, and so the markets just kind of relaxed in and went down. Well, now that fear is really coming to reality. Ukraine has developed tremendous drone technology to allow them to hit not only refineries 1,500 miles inside of Russia, but to hit ships. And in the last 11 days, they've hit 147 ships, mostly energy, all Russian-connected, mostly energy, some supply ships. And Russia has retaliated by really amplifying their attacks on Ukraine export infrastructure and now also grain ships. For example, a ship waiting to load corn. And so we have now impacted directly the ability of ships to go into the ports in Ukraine and get grain. And the question is now, well, the Sea of Azov has been shut down by Ukraine. Russia is simply re-diverting their wheat to Novo, their main port on the Black Sea. But if Ukraine starts hitting grain ships there, like Russia has been, they're already hitting energy ships there at Novo, if they start hitting grain ships, so they're reluctant to go there too. You take 30% of the world's wheat exports, Ukraine is the number four corn exporter in the world, suddenly you really tighten up the world balance. Well, and the other, maybe, fear of the market is still what's going on in Iran right now. What's the quick update there? All the focus is on energy. Fertilizer is what we need to be watching in agriculture. And when the war broke out, we basically had the supplies we needed in the Northern Hemisphere before the war broke out, enough supplies anyway. The concern was 2027. Then when the ceasefire developed, we thought maybe we can get enough for fertilizer out to meet the demand. Ceasefire is off again. No end in sight. That fertilizer is locked in there. And so 2027 is back in play. Even if we're able to produce enough in the United States, shortages in the rest of the world may really have them coming, trying to pull that away from the United States. And so we still may be looking at high prices, but some other key producing areas of the world may be short. Brazil may not be able to get enough. They're number two corn exporter in the world. So that is going to be the next big story to watch in agriculture is the fertilizer developments. And how long does it take to get the Strait of Hormuz permanently opened up again? That was a great interview. We're going to look at fertilizer updates. Retail fertilizer prices continue to ease heading into the second half of July. DTN reports six of the eight major fertilizer products posted month over month price declines during the first full week of the month. With four nutrients falling by at least 5%, UAN solutions led the declines, providing some welcome relief for producers planning nutrient purchases for the upcoming crop year. While prices decline, fertilizer costs remain high compared to historical averages. Market analysts say global supply, energy prices, and seasonal demand will continue to influence the fertilizer market as farmers begin making fall application in 2027 purchasing decisions. Well, Michelle, we've had a lot of great questions. We've had a lot of great questions. We've had a lot of great content from the NAFB showcase, and I can't wait to see what we continue to roll out in the coming weeks. Yeah, certainly. Can't believe, like I mentioned, it's the middle of July. A lot of county fairs, like you mentioned, but we're also halfway through your internship. We're grateful you're here. Has it been a fun summer internship so far? No, it's been great. Getting to learn all of the behind the scenes that happened to get a podcast from just recording to production has been a lot of fun. And you and Delaney and Tanner have all been really great at welcoming me and welcoming me into the team. Well, we're grateful you're here. And some of those behind the scenes effort goes to our podcast, but we also have daily social media clips. So go find us on all the social media platforms from LinkedIn to Instagram to Facebook to X. We're there. You want to watch us on YouTube if you're listening on Spotify or Apple podcast, but we're grateful you're here listeners. But Josie, should we let them go? Let's let them go. Let them go.

Podcast Summary

Key Points:

  1. USDA projects new crop corn ending stocks above 10% and soybeans above 5% stocks-to-use ratio, yet December corn and November soybean contracts are trending higher, indicating market skepticism about USDA forecasts.
  2. Weather concerns dominate
  3. Crop conditions remain solid
  4. U.S. soybean exports to China improved, with 8.38 million metric tons imported in the first five months of 2026; China imported a record 13.5 million metric tons in June.
  5. Bipartisan WRDA 2026 legislation advanced, supporting water infrastructure like locks, dams, and the Columbia River shipping channel for agricultural exports.
  6. Delaney Howell reported from NAFB on labor, technology adoption, and food security, with panelists highlighting data skills, veterinary shortages, and foreign animal disease risks.
  7. NCGA's fly-in prioritized expanding corn demand via sustainable aviation fuel, bio-based products, and year-round E15 sales.
  8. New H-2A visa reform proposal (Securing Agriculture's Workforce Act) aims to address labor shortages.
  9. USDA expanded the voluntary "Product of the USA" label to more processors; data center guidance is being developed for rural areas. 1
  10. Market analysis with Arlen Suderman highlighted Black Sea conflict risks, fertilizer concerns for 2027, and weather pattern uncertainties affecting yield outlooks.

Summary:

The Ag News Daily episode covers a range of agricultural topics, beginning with weather and crop conditions. Much of the Corn Belt faces above-normal temperatures during corn pollination, increasing stress, though USDA ratings remain stable at 68% good-to-excellent for corn and 65% for soybeans. S.

soybean shipments to China, with record June imports, while infrastructure legislation (WRDA 2026) advances to support waterways critical for exports. Delaney Howell reports from NAFB on innovation, labor challenges, and food security, highlighting technology adoption, veterinary shortages, and foreign animal disease threats like new world screwworm. NCGA's fly-in pushes for new corn demand through sustainable aviation fuel and year-round E15, while a new H-2A visa reform bill aims to ease labor shortages.

USDA also expands the "Product of the USA" label and addresses data center development in rural areas. Market analyst Arlen Suderman discusses fund buying trends, weather impacts, and geopolitical risks, particularly Black Sea disruptions and fertilizer supply concerns for 2027. Retail fertilizer prices are easing modestly, but remain high historically.

The episode concludes with reflections on the summer and a preview of upcoming content, emphasizing ongoing market volatility and policy efforts to support farmers.

FAQs

USDA rated 68% of the corn crop and 65% of the soybean crop in good to excellent condition, both unchanged from the previous week.

Farmers should scout for tar spot before tassel emergence, looking for black raised spots on leaves below the ear leaf. A 5-7% incidence level on the ear leaf justifies a fungicide application to protect yield and stalk quality.

China imported 8.38 million metric tons of U.S. soybeans in the first five months of the year, showing improvement. China's total soybean imports in June hit a record 13.5 million metric tons, driven by Brazilian shipments.

WRDA is bipartisan legislation authorizing improvements to inland waterways, ports, locks, and dams. It includes provisions like maintaining the Columbia River shipping channel at 43 feet, which is critical for soybean exports.

NCGA is focused on creating new demand for corn by expanding ethanol's role in sustainable aviation fuel and bio-based products, as well as pushing for year-round E15 sales approval.

The label is voluntary and identifies meat, poultry, and egg products entirely sourced and processed in the U.S. To qualify, animals must be born, raised, and harvested domestically.

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