The United States is mounting a new push to expand domestic fertilizer manufacturing, driven by high farm-input costs, vulnerable international supply chains, and heavy reliance on imports for key crop nutrients. The effort combines large private-sector projects in Louisiana with a new $500 million USDA financing program, faster permitting initiatives, and temporary trade relief intended …

U.S. Fertilizer Production Push Gains Momentum as Import Risks and Farm Costs Rise Read More »

China’s hog industry is in a difficult cyclical trough: pork supply remains heavy even as farm-level capacity is being cut, while weak consumer demand has prevented prices from recovering decisively. According to reports, the industry is losing an estimated -$3.8 billion per month, with hog prices dropping below local production costs and slaughterhouses facing severe …

China’s Pork Oversupply… Might Test Their Overall Feed Demand Read More »

USDA is launching a pilot project that could reshape how the market’s most closely watched crop estimates are produced. Operating within a broader “Data Modernization Plan,” the initiative will test satellite imagery, geospatial analysis, crop models, and potentially artificial intelligence alongside traditional farmer surveys. Announced September 1 at the Farm Progress Show in Boone, Iowa, …

What You Need to Know… USDA to Test Satellites and AI to Modernize Crop Estimates Read More »

NEW FARMCON PODCAST – This week Kevin and I cover a lot of ground, starting with why the rise of AI may actually make the human edge more valuable, not less. Kevin explains why street smarts, intuition, experience, hospitality, and the ability to “see around corners” could become increasingly important as everyone gains access to …

FARMCON CONVERSATIONS — NEW EPISODE Read More »

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 …

If America Wants to Win, America Has to Build Read More »

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 …

FARMCON CONVERSATIONS — NEW EPISODE Read More »

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. …

The Energy Asset Hiding inside the Feedlot Read More »

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 …

FARMCON CONVERSATIONS — NEW EPISODE Read More »

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 »