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1. Last week we looked at the @USDA's latest farm income estimates.
(full post: ageconomists.com/2019/03/11/…)
Since the signup will be in January, this seems like a 2027 payment.
Too early to add this $8b to 2026 direct payments.
David Widmar retweeted
This aid will push US government payments to farmers in 2026 to $55.4 billion, based on USDA's earlier net farm income forecast with $8 billion added to it. The highest previous aid year was $45.6 billion in 2020, driven by trade aid and pandemic payments.
Rollins Announces $8 Billion in Harvest Fuel Aid dtnpf.com/agriculture/web/ag…
“Post hoc ergo propter hoc.”
I read @JanetteJoyB’s piece on Saturday. Now I can’t open a social media app without closed it after a few swipes, mumbling “post hoc ergo propter hoc.”
It’s everywhere.
primefuture.substack.com/p/p…
David Widmar retweeted
U.S. -China Trade: The only 'deals' announced thus far are 2 Panda's gifted to the Atlanta Zoo + China's invitation for up to 100k U.S. students to attend college in China.
I was surprised to see IL farm income down so much compared to its neighbors. Livestock a key part of the story.
Where has the farm income squeeze been hardest? 🌾
Crop and livestock producers have faced very different conditions, and even neighboring states can tell different stories.
AEI.ag examines the state-level data: aei.ag/overview/article/stat…
David Widmar retweeted
Where has the farm income squeeze been hardest? 🌾
Crop and livestock producers have faced very different conditions, and even neighboring states can tell different stories.
AEI.ag examines the state-level data: aei.ag/overview/article/stat…
China is back.
The US has 300m bushels of soybean export commitments for 26/27 marketing year - 100m to China.
How does that pace stack up? Way better than ‘24 and ‘25, but not as good as ‘20-‘22.
China is buying U.S. soybeans. 🫘
But is 300 million bushels of early 2026/27 commitments a lot?
AEI.ag puts the recent sales into context and examines what they may signal for exports.
aei.ag/overview/article/a-lo…
#Soybeans #Exports #GrainMarkets
David Widmar retweeted
David Widmar, managing partner and agricultural economist at Agricultural Economic Insights, shares some of the struggles and how farmers can navigate a challenging economy. agweek.com/farm-finances/ag-…
David Widmar retweeted
.@AgEconomists says volatility in the #energy market could have a significant impact on farmers' bottom line in 2026.
Full story and interview below @brownfield #agnews
brownfieldagnews.com/news/en…
44% of US urea imports happen between March and May.
Also relevant:
— Around 1/3 of US urea is imported.
— Urea accounts for 25% of US fertilizer usage.
How do NH3, Urea & UAN imports shift through the year? 📊 Our chart shows the seasonality of U.S. nitrogen imports, crucial amid current market risks. Dive into the data: aei.ag/overview/article/the-… #AgTrends #Fertilizer
Just a few years ago, it would have been hard to imagine that 1) US corn exports would exceed 3b bu and 2) China wouldn’t be significantly buying.
U.S. corn exports are projected to hit 3.3B bushels in 2025/26! 🌽 Who’s buying? Our new series starts with a look at key trade partners. See the chart & read more: aei.ag/overview/article/unpa… #AgTrends #CornExports
David Widmar retweeted
There are generally 2 types of LLM users, those that use it to learn everything , and those that use it so they don’t have to learn anything.
Farm managers spend a lot of time focused on the cost on the left, but fixed costs on the right are also large AND are highly variable across farms (especially equipment expense).
In the long run, cost advantages are more likely to be found within the fixed cost structure.
Corn production costs vary widely! 🌽 Equipment and rent can be up to 45% and 40% higher than average. Benchmark your expenses and find savings with our latest insights: aei.ag/overview/article/farm… #AgTrends
