I think one of the more interesting things happening in the food business right now is being discussed almost entirely as a regulatory story, when it may ultimately become much more of a capital-allocation story. On August 10, the FDA proposed a major change to the Generally Recognized as Safe, or GRAS, system. Under the …
How The FDA May Be Creating Agriculture’s Next Demand Cycle Read More »
NEW FARMCON PODCAST >> Kevin and Todd cover grain markets, China risk, the weaker-dollar trade, AI and data centers, farm leverage, and why producers still have to remain the CEO of their own business—even when surrounded by experts. THIS WEEK’S CONVERSATION08:00 — Why Kevin Sold More CornKevin explains why his resting orders were triggered around …
Food and beverage companies have spent years chasing reach. Bigger influencers. Bigger followings. Bigger campaigns. But new research suggests the next competitive advantage may come from something much harder to buy: trust. The Summer 2026 MorganMyers Food Pulse shows that social media remains one of the most powerful tools for introducing Gen Z consumers to …
How Gen-Z is Rewriting the Rules of Food Marketing… Interesting Read More »
Rye has long lived in the shadow of bigger US grains. Once a practical staple for farmers working with cold weather and poor soils, rye gradually lost ground to wheat and corn as US agriculture industrialized and consumer tastes shifted. Now, after decades as a niche crop, rye fans are hoping the grain can find …
NEW FARMCON PODCAST Kevin and Todd cover everything from corn, soybeans and cattle to government policy, investing, selling the family farm, hiring great people, and why some of the biggest lessons in business come down to knowing when to change direction. THIS WEEK’S CONVERSATION 03:00 — What Liquid Death Can Teach AgricultureKevin explains why FARMCON …
Food companies are rushing to find natural replacements for food colorings that are being phased out, a task that’s more challenging than it might seem. Researchers at the University of Missouri think a variety of purple corn could be a good substitute for some red dyes that are proving particularly tough to replace. They are …
Natural Food Colors Could Open a New Lane for Corn Farmers Read More »
Everyone in agriculture understands the bullish argument behind expanding biofuel demand. More renewable diesel should mean more soybean oil demand, more crush capacity, and ultimately more demand for U.S. soybeans. But there is a part of the equation we probably do not talk enough about: Who actually gets paid? Government policy can create billions of …
Biofuel Policy Is Creating Value Again—But Will It Reach the Producer? Read More »
The North American commercial drone market is undergoing a structural transformation driven by supply-chain vulnerabilities, federal legislative pushes for domestic component sourcing, and the rapid adoption of heavy-lift aerial platforms in precision agriculture. Reliance on foreign-made propulsion systems, once the industry standard, has introduced mounting regulatory and operational risks. Emerging from this shift, American startup …
“USA Drone Motors”… and the Race to Build American Drones Read More »
WASDE Wild Cards, Trading Volatility & Why Good Producers Still Struggle This week Kevin and Todd dig into today’s WASDE report, where Kevin sees the biggest potential surprises, and why he believes the market may be sitting in a spot where one USDA number could trigger a much larger technical move. Kevin also explains why …
Most growers know the monthly USDA WASDE report can move the grain markets. But what many may not fully appreciate is how those moves actually happen, and how quickly the opportunity can disappear. A new fifteen-year study from Dan Maycock at Dataplai looked at 181 WASDE reports from July 2010 through April 2026 across corn, …
WASDE Does Not Reward Hope — It Rewards Having a Plan Read More »
