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Global Agriculture Walks the Tightrope: Supply Gluts, Trade Wars, and the Tariff Theater
TL;DR Wheat: U.S. imports surge to a 7-year high, exports slump, and stocks swell - globally, we’re flush with grain but edging toward...
Apr 145 min read
Cotton Outlook Steady Domestically, While Global Stocks Rise on Weaker Demand
According to the USDA’s April 2024 update, the 2024/25 U.S. cotton outlook saw only minor adjustments this month, with exports trimmed...
Apr 142 min read
2025 Milk Outlook Raised on Higher Herds, But Prices Weaken Across Dairy Products
According to the USDA’s April 2024 update, the 2025 milk production outlook has been revised upward due to an increase in cow numbers and...
Apr 142 min read
U.S. Sugar Supplies Grow on Surging Imports Despite Dip in Domestic Output
The USDA’s April 2024 update on the FY 2024/25 U.S. sugar outlook highlights a notable increase in supply, driven by rising high-tier...
Apr 142 min read
India Becomes Top Rice Producer as U.S. Exports Shrink and Domestic Use Hits Record High
According to the USDA's April 2024 update, the 2024/25 U.S. rice outlook reveals modestly reduced supplies and exports alongside a record...
Apr 142 min read
U.S. Corn Exports Surge While Global Ending Stocks Dip Amid Mixed Production Shifts
According to the USDA’s April 2024 update, the 2024/25 corn outlook for the U.S. shows a bullish trend in exports counterbalanced by...
Apr 142 min read
While Wall Street Watches "The Nvidia", Tariffs Hammer Commodities From Corn to Copper
TL;DR Agriculture: US grain markets saw sharp volatility following new tariffs, spreading uncertainty to other regions like EU, Ukraine...
Apr 63 min read
Cotton Market Outlook: Stable U.S. Balance Sheet, Lower Prices, and Global Stock Decline
The latest USDA report keeps the 2024/25 U.S. cotton balance sheet unchanged, with no adjustments to production, consumption, or trade....
Mar 121 min read
Dairy Market Outlook: Lower Milk Production, Weaker Exports, and Declining Prices
The latest USDA forecast for 2025 projects lower U.S. milk production, as reduced output per cow more than offsets a slight increase in...
Mar 122 min read
Livestock and Poultry Outlook: Higher Beef and Chicken Production, Lower Prices Across Most Sectors
The latest USDA report revises historical supply and use estimates for red meat, poultry, and eggs, reflecting updated slaughter,...
Mar 122 min read
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