Apr 14
Grain markets continue to reflect the ample supply available around the globe with volatility emerging on an event driven basis due to geopolitics, weather, and trade. As the markets move into spring planting season, an expectation of recent price dynamics continuing seems a reasonable assumption given the uncertainty in place. Farm Director KC Sheperd notes …
Apr 09
The release of the April World Agricultural Supply and Demand Estimates (WASDE) has provided the market with a clearer picture of the 2025/26 marketing year, signaling a shift toward more comfortable supply levels. Farm Director KC Sheperd sat down with Rich Nelson, Chief Strategist at Allendale, to provide an April WASDE analysis that goes beyond …
Mar 31
Allendale’s Rich Nelson recently shared insights on the USDA Prospective Plantings and Quarterly Grain Stocks reports with Farm Director KC Sheperd, highlighting key data and market implications. The reports, released on March 31, 2026, offer a comprehensive look at old-crop stocks and initial planting intentions for the 2026 season. Quarterly Grain Stocks: A Look at …
Mar 24
The global agricultural landscape is currently navigating a period of rare intensity as energy price shocks, geopolitical conflict, and persistent environmental challenges converge. According to Dr. Todd Hubbs of Oklahoma State University, the ongoing conflict with Iran has generated a level of market volatility and uncertainty seldom seen, with global oil prices showing no signs …
Mar 18
Following recent negotiations between U.S. and Chinese officials in France, agricultural markets are reacting to reports that China may be looking to diversify its American imports. Extension Agricultural Economist Ben Brown from the University of Missouri noted that there is a growing potential for China to purchase non-soybean commodities, marking a potential shift in the …
Mar 11
Analysts believe the world’s farmers face soaring fertilizer and fuel prices as the war in the Middle East escalates, leaving some scrambling for supplies as the spring planting season approaches. According to a report in Reuters- “Prices in the United States, which imports much of its fertilizer needs despite a large domestic industry, rose at …
Feb 26
The 2026 Grain Market Outlook: Grain markets experienced a volatile week as a combination of weather forecasts and shifting federal policies influenced prices across several commodities, according to OSU crop marketing specialist Dr. Todd Hubbs. In a recent conversation with farm director KC Sheperd, Dr. Hubbs noted that despite a strong rally in the previous …
Feb 24
2026 Crop Outlook: New Tariffs and Biofuel Mandates Shake Wheat and Soybean MarketsThe final week of February 2026 has introduced a wave of volatility across agricultural markets, driven by a landmark Supreme Court ruling and a sudden shift in federal trade policy. According to Dr. Todd Hubbs, crop marketing specialist at Oklahoma State University, the …
Feb 12
Farm markets are moving through a relatively quiet stretch, with February reports offering little in the way of surprises but plenty to watch as weather and demand signals begin to matter more. Speaking with farm director KC Sheperd, Dr. Todd Hubbs said the latest WASDE report largely fit seasonal expectations, calling it “pretty uneventful… normal …
Feb 10
USDA Report Leaves Markets “Stuck in the Mud” with Quiet Updates and 2026 Supply Questions The U.S. Department of Agriculture’s latest World Agricultural Supply and Demand Estimates (WASDE) report landed with a softer impact than usual this February, offering few major surprises to shake up the grain markets. Rich Nelson of Allendale Inc. joined Farm …
