As the largest buyer of canola seed from Canada, China’s actions to restrict imports of Canadian canola seed, oil, and meal carry undeniable weight in the market, and the long-term market implications may be more complex than they appear at first glance. Speaking with Shaun Haney on RealAg Radio, Jon Driedger of LeftField Commodity Research... Read More
Category: Markets
The Chinese government has formally extended its anti-dumping investigation into Canadian canola imports by six months, until March 9, 2026. The investigation was launched in September 2024 shortly after the Canadian government announced tariffs on Chinese electric vehicles, steel, and aluminum. It was due to be completed within 12 months, with the option of a... Read More
The Carney government's promise to update Canada's Clean Fuel Regulations (CFR) could create an opportunity to block fraudulent used cooking oil (UCO) imports, according to the federal agriculture minister. Prime Minister Mark Carney announced the government's intent to amend the CFR as part of a package of supports for "strategic sectors" affected by tariffs announced... Read More
Southern rust and late-season dryness are adding some uncertainty to U.S. corn yield potential, shifting fund positioning heading into harvest. However, the estimated scale and size of the crop (i.e. huge!), is weighing heavily on prices, and demand uncertainty makes it worse, says Ted Seifried of Zaner Ag Hedge. Seifried returned Friday from the ProFarmer... Read More
It’s another record-setting week for the cattle market as RealAg Radio host Shaun Haney checks in with Anne Wasko of the Gateway Livestock Exchange for this Beef Market Update. As both U.S. and Canadian markets post new highs, attention turns to placements, packer margins, and the long-term outlook for herd rebuilding on both sides of... Read More
Fertilizer prices remain stubbornly high, even as commodity markets soften and farmers are right to question why. According to Josh Linville of StoneX, there’s no simple answer, but the global supply landscape isn’t helping. In this one-on-one with RealAgriculture’s Shaun Haney, Linville breaks down why nitrogen, phosphate, and potash markets are all behaving differently—and why... Read More
The continued threat of a New World screwworm outbreak and the resulting U.S.-Mexico border disruptions are reshaping North American cattle prices, animal flows, and feedlot dynamics. Don Close, senior animal protein analyst with Terrain, says the threat of screwworm is already having an impact on U.S. cattle placements, especially in the southern states. "We’re down…... Read More
The cash market remains strong for hogs with prices outperforming those seen in 2021 and 2022, defying typical seasonal downturns seen by marketing week 31, says Paul Marchand, senior risk management analyst with HAMS Marketing Services. Cutout values are staying counter-seasonally high, and tight supplies look like they could persist for six to nine more... Read More
In this Beef Market Update, Anne Wasko of Gateway Livestock Exchange joins RealAgriculture’s Shaun Haney to break down the latest cash and wholesale market moves, trade flows, and forward cattle sales activity — all against a backdrop of tight supplies and strong demand. Mid-August cattle markets remain on a hot streak, with both U.S. and... Read More
Deere & Co. (John Deere) revised its forecast for the current fiscal year lower in its Q3 earnings report released August 14, another sign of softening demand for the market leader and the entire ag machinery sector due to farm income concerns and mounting tariff costs. Key takeaways from the earnings report: Earnings guidance trimmed... Read More