Argentina’s Rosario Exchange increases soybean and corn production estimates

Bloomberg reporter Jonathan Gilbert reported yesterday that “Argentina is on course to produce its best soybean crop in five seasons — 52 million metric tons — as El Nino-fueled rains water fields that were parched by several years of drought.” “An Argentine soy harvest of 52 million tons would surpass last year’s miserly crop by 160%, impacting […]

Red Sea Attacks Continue, Could Affect U.S. Corn

Reuters reported yesterday that “U.S. and British naval forces shot down 21 drones and missiles fired by Yemen-based Houthis on Tuesday towards the southern Red Sea, the United States said, with Britain hinting at further measures to protect international shipping lanes.” The attack was the largest attack by the Houthis in the Red Sea since mid-November, […]

German Farmers Protest Ag Subsidy Cuts

CNBC writer Sophie Kiderlin reported at the beginning of this week that “Farmers across Germany on Monday began protests against the government’s economic and agricultural policies, blocking roads and highways with tractors and marching through major cities.” “Farmers are protesting the government’s plans to reduce or withdraw tax breaks for the agriculture sector, which were […]

El Niño could bring record heat in 2024

Despite a crushing winter storm currently working its way across the United States, some scientists are predicting that 2024 “may beat 2023 as the hottest year in recorded history,” according to Bloomberg reporting from Zahra Hirji, Olivia Rudgard, and Brian Kahn. “In 2023, the average was about 1.4C higher than the pre-industrial era; early estimates suggest […]

Lawmakers looking to avoid another government shutdown

As the United States Congress returns to session this week, “lawmakers will, once again, have less than 10 working days to avert a shutdown in some of the federal government’s agencies, including the Agriculture Department,” Politico’s Garrett Downs reports. “That’s due to the last stopgap resolution’s ‘laddered’ approach, which created two separate deadlines for two […]

Corn futures fall more than 30% in 2023

Grain futures ended 2023 significantly in the red, according to recent Reuters reporting from Brendan O’Brien, with corn futures suffering their “biggest yearly drop in a decade while wheat and soybeans also posted steep annual declines after bumper harvests in Brazil and resilient Black Sea trade tempered concerns about weather and war.” The most active […]

FT: Low Corn Prices “Heap Pressure on Farmers”

Financial Times writer Susannah Savage reported yesterday that, “The price of corn has tumbled to a three-year low as supplies from the US and Brazil surge while demand stagnates, helping to cool food price inflation but heaping pressure on farmers who had been expecting high prices to last.”

2023 Farm Sector Income Forecast, November

“The USDA’s Economic Research Service (ERS) indicated on Thursday that, “Farm sector income is forecast to fall in 2023 after reaching record highs in 2022. Net farm income, a broad measure of profits, reached $182.8 billion in calendar year 2022, increasing $42.4 billion (30.2 percent) from 2021 in nominal dollars.”

Dollar Falls to Three Month Low

Financial Times writers Colby Smith and Stephanie Stacey reported yesterday that, “The dollar hit a three-month low on Tuesday and US Treasury yields slid as investors grew increasingly confident that the US Federal Reserve will start cutting interest rates by mid-2024.”

Record Brazilian Soybean Crop Expected

Earlier this week, Reuters writer Roberto Samora reported that, “Brazil’s soybean crop is expected to reach a record 161.6 million metric tons in 2023/24, agribusiness consultancy Agroconsult said on Wednesday, despite weather issues that are seen keeping overall production below the country’s potential.”

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