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  • The Iran Conflict: Potential Impacts on 2026 Corn and Soybean Returns
    The current conflict in the Middle East has increased the prices of energy and fertilizers. Impacts on corn and soybean prices are more difficult to determine. Here, we examine price movements since the start of airstrikes from the US and Israel on February 28. The overall impact on costs will depend on the length of […]
  • Brazil Heads for a Record Soybean Harvest as Farm Margins Approach Breakeven
    Brazil is heading toward another record soybean harvest in 2025-26, driven by expanded acreage and favorable yields in the country’s main producing regions. However, unlike previous seasons, when record harvests were often associated with strong profitability, this year’s crop is happening in a much more challenging economic environment. Lower soybean prices, elevated production costs, and […]

Agriculture News

DROUGHT’S TOLL ON U.S. AGRICULTURE POINTS TO EVEN-HIGHER FOOD PRICES –

When water is as scarce as it has been, farmers and ranchers are forced to make difficult decisions to maximize the resources they have. In California, where the federal government has scaled back on water allocations, growers have paid sizable premiums to buy supplemental water. They also have been forced to leave large parts of their land unplanted or let crops die. (Wall Street Journal)

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