I think we are getting dangerously close to having the wrong argument about data centers. Across rural America, communities are beginning to push back against massive AI data-center developments over concerns about farmland, water use, electric rates, traffic, and the possibility that these projects could permanently change local communities. Those are legitimate concerns… I had …
NEW FARMCON PODCAST – Kevin and Todd cover a lot of ground this week—from why Kevin is getting more aggressive pricing corn and wheat, to what could push soybeans toward $14, why higher wheat insurance guarantees could change 2027 planting decisions, and where dangerous “air pockets” could develop if bullish fund money starts heading for …
For generations, the economics of a feedlot were relatively straightforward. Buy cattle, buy feed, add weight efficiently, manage risk, and sell finished animals. That basic business is not disappearing, but a project recently broke ground in Broken Bow, Nebraska that suggests the modern feedlot may eventually be worth more than the cattle flowing through it. …
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 »
