Successful Farming Daily

Listen to the SF Daily podcast for today, November 20, 2025,

China increases soybean purchases, and we are seeing solid corn demand from South Korea and Mexico, and potential delays in biofuel incentive suspensions. Ethanol production rose by 1.5% to 7.63 million barrels, with exports averaging 145,000 barrels daily. S&P Global forecasts 95 million acres of corn, 84.5 million acres of soybeans, and 44 million acres of wheat for 2026. Cattle carcass weight averaged 956 pounds, and China imported 560,000 metric tons of corn in October.

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Listen to the SF Daily podcast for today, November 19, 2025,

Chinese soybean purchases are supporting the market, with a 12 million metric ton agreement. Brazil's soybean crop estimate was slightly reduced, indicating it may peak. Grains are mixed, with corn and wheat seeing elevated positioning. China imported 70,000 metric tons of pork in October, a 21% year-over-year decrease. Retail growth in China was 2.9% in October, the lowest since August 2024. The EPA and Army Corps proposed a new Waters of the US rule. Livestock traders are cautious due to tariff reductions and the upcoming cattle on feed report. Weather forecasts predict heavy rain and thunderstorms across the Midwest and central plains.

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Listen to the SF Daily podcast for today, November 18, 2025,

China booked 14 U.S. soybean vessels, boosting export bases and supporting the market. NOPA crush reached an all-time high of 227.65 million bushels, indicating increased soybean demand. Export inspections showed corn loadings at 2.05 million metric tons, soybeans at 1.18 million metric tons, and wheat at 246,533 metric tons. Livestock markets saw feeder cattle leading a charge, with mixed box beef prices. Weather forecasts included light snow in the Upper Mississippi Valley and rain in the Ohio Valley and mid-Atlantic.

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Listen to the SF Daily podcast for today, November 17, 2025,

The World Agricultural Supply and Demand Estimates report showed US soybean carryout at 290 million bushels, the tightest in three years. Corn stocks globally are down 34 million metric tons in two years. The White House's tariff rollback was positive but raised concerns about trade deals. USDA updated beef and pork balance sheets, with beef production for 2026 trimmed to 25.76 billion pounds. Cattle prices are mixed, and weather forecasts predict scattered showers and thunderstorms across the central plains.

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Listen to the SF Daily podcast for today, November 14, 2025,

The WASDE update is expected to lower U.S. yields and production but maintain steady to slightly higher carryout demand, particularly for soybean exports and corn feed. The market is influenced by interest rates, with potential steady rates in December and rising inflation. USDA predicts Brazil's soybean crop at 175 million metric tons, corn at 131 million metric tons, and wheat at 7.5 million metric tons. Drought conditions in the Midwest have expanded slightly, affecting major corn and soybean producers. Livestock futures are down, and a new sterrefly dispersal facility in Mexico raises border concerns. Red flag warnings for fire danger are issued in Northwestern Nebraska and South Dakota due to extremely dry conditions.

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Listen to the SF Daily podcast for today, November 13, 2025,

The CONAB update on Brazil and the delayed weekly ethanol report were released, with the November WASDE report expected tomorrow. Soybean sales outside China remain strong, but trade is skeptical about future sales due to weather and US economic pressures. Tractor and combine sales plummeted in October. Cattle and hog markets were volatile, with live cattle and hogs losing ground. Dry and windy conditions in South Dakota and Texas increase wildfire risks.

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Listen to the SF Daily podcast for today, November 12, 2025,

The agricultural market's focus on positioning ahead of the USDA's upcoming report and the potential impact of the reopening of the US government on data release. The conversation highlighted the importance of export sales, the financial market's interest in labor data, and the influence of South American weather on crop estimates. Dairy prices plummeted, with cheese blocks down 8.4% weekly and 6.3% annually, while milk production rose 4.2% year-over-year to 18.3 billion pounds. The weather forecast included dry conditions in northern Missouri and extreme eastern Kansas, and potential snow and wind in northern Indiana.

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Listen to the SF Daily podcast for today, November 11, 2025,

Soybean exports were below trade estimates, with 1.09 million metric tons. Soybean crush reached a record 205.4 million bushels in September, a 10% increase. Cattle futures are supported by tight inventory but face uncertain demand. Hogs may see profit-taking due to lower pork supplies. Dry conditions in the US southern plains and snow showers in Ohio were also highlighted.

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Listen to the SF Daily podcast for today, November 10, 2025,

Futures are positive due to a partial government shutdown resolution, with gold up $80. China's soybean purchases are uncertain, affecting market confidence. The November WASDA report is expected to adjust US production estimates. Consumer confidence dropped significantly, impacting investor sentiment. A bipartisan vote extended government funding until January, but ACA tax credits remain unresolved. Cattle futures declined, and weather forecasts predict severe storms in Indiana and Illinois, with freezing conditions in Oklahoma and Arkansas.

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Listen to the SF Daily podcast for today, November 7,

Trade with China remains uncertain, with a 75% chance of the US Supreme Court ruling against President Trump's tariffs, affecting US exports. The USDA's next WASDE report is anticipated, with expectations of reduced corn and soybean production. Drought conditions have worsened in a nine-state region, particularly in Iowa and Illinois, impacting corn and soybean growth. Cattle futures face challenges, with tight supplies offering some support. Box beef prices were mixed, with choice down and select up. Weather conditions, including fire risks in Nebraska and cold fronts in the Midwest.

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