NEW FARMCON PODCAST – Today we’re joined by Walter Cronin, co-founder and president of White River Nutrition, for a deep dive into what may be one of the more important structural shifts developing across the soybean complex. Walter was bullish the last time we had him on — and despite the move we’ve already seen in …
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 …
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 …
