With new U.S. tariffs in effect and retaliation from global trading partners already underway, American farmers—especially soybean and cotton producers—are facing an unprecedented season of uncertainty.

In this episode, we unpack the latest tariff developments and their wide-ranging effects, pulling insights from the artcile titled: Tariff impact on farmers: Plotting a profitable way forward for agriculture, authored by Michelle Schooff — we explore pricing and sourcing strategies across U.S. enterprises.  From planting shifts and input cost volatility to AI-powered pricing tactics, we examine how the agricultural sector—and the broader business community—is responding to global trade turbulence.

🚜 The Frontline Impact on Farmers

• Why soybean growers are facing tariffs as high as 114.7%
• How retaliatory duties from China and others are reshaping U.S. ag exports
• Crop strategy pivots, including a 5.2% increase in corn acreage and a sharp drop in soybeans and cotton

📉 Tariff Mechanics & Policy Shifts

• Key details behind the new reciprocal tariff framework
• Breakdown of exemptions and what inputs (like potash fertilizers) farmers can still source duty-free
• Why the end of the de minimis rule matters for supply chains—and consumers

🧮 Pricing and Supply Chain Strategy

• 44% of U.S. businesses plan to pass tariff costs to customers
• How 83% are now leveraging AI to manage pricing amid trade volatility
• The rise of C-suite involvement in pricing decisions

• Farmers are making hard decisions—planting more corn, less soy, less cotton—as export demand collapses.
• New tariffs add complexity and cost across the board, even with strategic exemptions.
• AI is emerging as a powerful tool for navigating uncertain pricing and sourcing dynamics.
• Consumer prices may rise, with nearly half of large enterprises signaling cost pass-through strategies.

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