We tackle the severe cash flow crisis American farmers are experiencing despite billions in government aid. Current assistance programs cover only a fraction of losses, with soybeans facing nearly $2 per bushel shortfalls and aid offsetting just 37%.

• Farmers will need another economic assistance package by year-end through either Congress or USDA
• The Commodity Credit Corporation (CCC) needs replenishment to function as USDA's financial resource
• Three solutions identified: targeted trade deals, expanded food aid, and developing new uses for crops
• Mexico's screwworm outbreak shows 53% increase since July, now threatening to approach US border
• USDA sending teams to verify containment efforts as ranchers warn Texas infestation could cost $1.8B
• Agricultural exports forecast improved but still showing deficit for third straight year
• New tariffs on India (50%) and Brazil (50%) creating trade tensions and higher beef prices
• USDA Secretary Brooke Rollins actively advocating for farmers at cabinet meetings
• Congressional agenda includes appropriations, Farm Bill 2.0, and potential early payments for 2025 crops
• USDA reorganization aims to relocate staff closer to agricultural communities despite DC resistance

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The stark contrast between all-time stock market highs and multi-year lows in agricultural commodity prices creates significant challenges for farmers despite good-looking crops in the field.

• Soybean basis running $1.50-1.60 under futures prices in some areas with warnings of potential "no bid" situations
• Zero soybean sales to China as American Soybean Association urges administration to prioritize soybeans in trade negotiations
• Secretary of Agriculture acknowledges farm economy stress while USDA implements risk management program changes
• Canada removes some regulatory tariffs on US goods while maintaining auto, steel and aluminum tariffs
• CME Group partners with FanDuel, potentially creating betting markets on agricultural metrics like crop yields
• Cattle markets reach record highs while wheat faces poor basis and demand challenges
• Big Iron Farm Show scheduled for September 9-11 in West Fargo featuring market analyst discussions

Call us at 1-855-737-FARM or visit rrfn.com to subscribe to the weekly Farm Net News e-newsletter published every Monday.

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Farmers across the US are facing their worst cash flow crisis since the 1980s as grain prices plummet while input costs continue to rise. The situation is creating a growing divide between established producers who can weather the storm and younger farmers who may not survive financially.

• North Dakota and Texas farmers experiencing "no bid" situations for soybeans and sorghum
• USDA announcing a top-up payment for the ECAP program within 45 days
• Potential for advanced 2025 crop payments to provide crucial cash flow relief
• Farm Bill 2.0 facing political hurdles but gaining momentum in Congress
• Year-round E15 authorization could eventually increase corn demand by 450 million bushels
• Brazilian soybeans flooding into China while American farmers struggle to find markets
• Labor shortages and rising costs creating additional pressure on farm operations
• Regulatory relief and immigration reform critical for agricultural sustainability
• Farmers watching for potential interest rate cuts from the Federal Reserve in September

Sign up for Jim Wiesemeyer's newsletter at [email protected] for daily agricultural policy updates and market analysis.

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Jim Wiesemeyer shares his extensive Washington policy expertise on Trump 2.0's administration, exploring cabinet picks, agricultural markets, and the regulatory landscape shaping America's farm economy.

• USDA August report shows record corn yield of 188.8 bushels per acre with burdensome carryover pushing prices below $4
• Trump's cabinet features standouts including Treasury Secretary Scott Bessent, Secretary of State Marco Rubio, and farmer-friendly EPA Administrator Lee Zeldin
• USDA Secretary Brooke Rollins described as "most dynamic USDA secretary" with direct line to Trump and Texas A&M background
• Ultra-processed foods initiative under RFK Jr. presents major challenge to food industry with potential lawsuits and regulatory changes
• Trade policy shifts include 50% tariffs on Brazilian beef imports and potential meeting between Trump and China's Xi Jinping
• Storage capacity concerns growing with record crop as North Dakota faces additional challenges from tornado damage to bins
• Farm safety net includes reference price increases in Title I farm programs that may cushion market downturns
• Washington's political divide prevents compromise, with civil discourse only likely when one party faces true minority status
• Digital media transformation changing how agricultural information is distributed and consumed
• Bond market remains "the only boss Washington DC has" with implications for interest rates and debt management

For more insights and daily agriculture policy updates, email Jim at [email protected] to subscribe to his free newsletter.

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The agricultural landscape faces significant shifts as USDA undergoes massive reorganization while farmers contend with volatile markets and weather challenges. July's developments set the stage for a critical harvest season amid tariff concerns and policy changes.

• USDA announcing major reorganization, moving 2,000 employees from DC to regional hubs across the country
• Closing the massive South Building and Beltsville Research Station as part of effort to be more "farmer-facing"
• The "Big Beautiful Bill" passed July 4th covering many farm bill provisions, but significant work remains for September
• Cattle markets continuing to set new record prices while grain markets drift lower
• Cost of half a beef increasing by $360 in just six months with ground beef reaching $7-8/pound at farmers markets
• New tariffs being implemented against trading partners: 20% for Indonesia/Vietnam/Philippines, 15% for EU/Japan/South Korea, 35% for Canada, and 50% for Brazil
• Grain basis levels widening significantly as harvest approaches, indicating potential demand challenges
• Spring wheat harvest looking promising while corn and soybean crops show variable conditions
• August bringing important crop assessments including FC Stone forecast and Pro Farmer Crop Tour

If you need marketing help or advice, give us a call at 1-855-737-FARM. For weekly agricultural insights, sign up for our newsletter at rrfn.com or email [email protected].

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Ag markets face challenges as the USDA erroneously announced Chinese grain purchases before retracting the statement, creating unnecessary market volatility while farmers cope with tight margins and high interest rates.

• Breaking news on the passing of Hulk Hogan at age 71
• USDA's credibility questioned after false China grain purchase announcement
• Good growing conditions across the Northern Plains with regular rainfall
• Spring wheat tour shows good quality but not record yields
• Spring wheat futures contract issues causing trading confusion
• Cattle markets hitting new all-time highs with excellent pasture conditions
• USDA reorganization moving thousands of employees from DC to regional hubs
• Closing the South USDA Building and Beltsville Research Facility
• Northern Plains facing severe harvest basis with corn potentially -80 cents
• Interest rates remaining high, affecting grain storage economics and equipment sales

Call our hotline at 1-855-737-FARM to share your thoughts or questions. Sign up for the FarmNet News newsletter at rrfn.com or email [email protected].

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The Ag PhD 2025 Field Day on July 31st in Baltic, South Dakota offers farmers a completely free, one-day immersive agricultural learning experience featuring plots, expert speakers, and networking. Zach Hefty shares insights on the meticulous planning involved in creating this premier agricultural event that has evolved from simple plot tours to a comprehensive educational experience feeding up to 10,000 attendees.

• Field Day is completely free including parking, food, and all educational sessions
• Located just 15-20 minutes north of Sioux Falls in Baltic, South Dakota
• Planning begins immediately after each year's event to continually improve the experience
• Features practical crop plots showcasing agronomic practices from multiple companies
• Morning agenda includes market insights, meet-and-greet with Brian and Darren Hefty, and extensive plot tours
• Afternoon offers specialized concurrent sessions where attendees can choose topics most relevant to their operation
• Event focuses on helping farmers maximize ROI through improved agronomy regardless of market prices
• Acres TV provides free agricultural content year-round for those seeking continuing education
• Crops in the Baltic region currently looking good with timely rains, though conditions vary elsewhere

Join us on July 31st at the Ag PhD 2025 Field Day to learn practical strategies for improving your farm's productivity and profitability!

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Jed Sidwell shares his journey from Colorado cattle country to a Nashville trading internship, bridging traditional agricultural skills with modern financial markets.

• Summer intern at Nesvick  Trading from Gill, Colorado
• Background in custom harvesting, raising cattle and sheep for 4-H/FFA projects
• Collegiate livestock judging competitor at Butler Community College
• Currently completing finance degree at Oklahoma State University
• Explained livestock judging competitions and their value in developing decision-making skills
• Discussed trading experience and learning market influences beyond cash fundamentals
• Observed challenges in agriculture including water rights issues and rising interest rates
• Planning to pursue Series 3 license and explore career options in commodities trading
• Continues judging livestock shows while connecting show animals to market reality

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[email protected]

901-766-4575

Ashley Lowe, associate person at Nesvick Trading Group and cattle market expert, joins the Ag Bull podcast to discuss the unprecedented bull market in cattle. From its origins at pandemic lows to current record highs, Ashley breaks down the complex factors sustaining cattle prices while other commodity markets struggle.

• Ashley is hosting a cattle market meeting in Dodge City, Kansas on August 22nd at the Boot Hill Museum
• The current cattle bull market began with pandemic-related liquidation around 68 cents/pound
• Drought conditions in western Kansas and other regions further reduced the cattle herd
• Unlike typical fund participation that pressures prices lower, funds are helping sustain this rally
• The market consistently finds buyers on breaks, showing remarkable resilience
• Cattle production cycles span multiple years from conception to consumption
• Evidence of heifer retention signals rebuilding has begun but won't impact production until 2027
• Potential market threats include screwworm detected just 270 miles from the US border
• Proposed 50% tariffs on Brazilian beef would further support domestic cattle prices
• Cattle prices historically "take the stairs up and the elevator down" with quick corrections

To attend the August 22nd meeting in Dodge City, contact Ashley at [email protected] or call 901-766-4575.

There is a risk of loss in trading futures and options, and it is not suitable for all investors. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RETURNS. Nesvick Trading Group LLC is not responsible for any redistribution of this material by third parties or any trading decision taken by persons not intended to view this material

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Market volatility dominates ag news with extreme movements in cattle prices and continued downward pressure on grain markets. North Dakota and Midwest crops look beautiful despite some standing water, presenting both opportunity and storage challenges for the coming harvest.

• USDA report released today matched trade expectations, creating minimal market reaction
• Beautiful crop conditions observed across North Dakota and the Midwest, with some standing water concerns
• Cattle border with Mexico reopened briefly before closing again due to screwworm cases 300 miles south of border
• Potential 50% tariffs on Brazilian imports affecting cattle markets, potentially impacting imported beef cuts
• Tariff situations affecting multiple countries including India, South Korea, and Taiwan with August 1 implementation deadline
• "Big Beautiful Bill" includes tax benefits and farm program provisions normally found in Farm Bill
• A "skinny farm bill" may address remaining agricultural policy issues by September
• North Dakota facing grain storage challenges with state incentives and private companies working on solutions
• Despite farmers' reluctance, many will likely need to sell grain below cost of production

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Thank you, Tommy G