Soybeans are all over the headlines right now but you might not realize they drive American ag—and North Carolina is a prime case study. Charles Hall, Executive Director of the North Carolina Soybean Producers Association, returns to break down what’s actually moving the market this year: tight farm margins, a potential price rally that hasn’t materialized, and a flood of supply with limited in-state storage. We cover why 75% of NC beans are rated good-to-excellent yet profitability remains elusive, how a 1.6M-acre crop meets constrained crush capacity after an ADM plant closure, and why six-hour delivery lines are more than an inconvenience—they’re a cost center.

Hall explains China’s stop-start purchases, Brazil’s rapid expansion (and quality trade-offs), and how shifting tariffs hit farmers twice—at the elevator and on input invoices. We dig into weed resistance, the dicamba drift debate, and why new chemistries take ~20 years to clear regulation. On the opportunity side: renewable diesel and sustainable aviation fuel are reshaping crush margins by pulling harder on oil than meal. We also hit risk management wins (higher reference prices, improved crop insurance) and why the farm “safety net” still hangs inches above concrete.

If you own rural land, lease ground, or care about U.S. food and fuel security, this episode lays out the stakes—straight.

Margins are thin: Inputs up, prices not keeping pace; profitability remains “right on the bubble.”

Big crop, tight logistics: ~1.6M acres in NC; ~75% rated good/excellent; limited storage and recent crush capacity loss create delivery bottlenecks.

China & tariffs: New-crop U.S. purchases lag; tariff volatility depresses demand and raises input costs (equipment, herbicides, nutrients).

Brazil vs. U.S.: Brazil gained China share post-2018; quality/logistics trade-offs vs. NC’s local hog & poultry demand.

Weed resistance is constant: Fewer approved chemistries, dicamba drift concerns; regulatory timelines are long.

Energy demand shift: Renewable diesel/SAF increasingly drive crush margins via soy oil, not just meal.

Risk management: Higher soy reference prices and crop insurance tweaks help, but the “safety net” is still low.

North Carolina Soybean Producers Association

https://ncsoy.org/

National Land Realty

https://www.nationalland.com 

Wayne Collie turned a neglected high‑density apple orchard into Redemption Farms—a thriving U‑pick and farm‑stand business—by grafting apple varieties, adding strawberries, peaches, pumpkins, and using social media to mobilize customers.

With Sue Hudson (NLR), we dig into financing, location strategy, strawberries, and what it actually takes to make a small farm cash‑flow.

Recorded in Maryland’s Eastern Shore farm country, this episode is a practical blueprint for building a direct‑to‑consumer U‑pick farm—from acquisition and financing to crop selection, infrastructure, and marketing.

Guest: Wayne Collie, owner of Redemption Farms (Denton, MD)—a 38‑acre, two‑parcel farm split by a major highway—revived an abandoned high‑density apple orchard and layered in strawberries (annual plasticulture), peaches, cherries, plums, blackberries, and a pumpkin patch to give customers something to pick from late April through early November.

Redemption Farms (Facebook)

https://www.facebook.com/redemptionfarmsmd/ 

Redemption Farms (Website)

https://www.redemptionfarms.com/ 

National Land Realty

https://www.nationalland.com 

The Midwest row‑crop math is ugly: cash prices are ~$4 corn and ~$10 soybeans against break‑evens near $4.50 (corn) and $11.50 (soybeans). University of Illinois agricultural economist Dr. Gary Schnitkey breaks down what’s driving it and what landowners, operators, and lenders should expect.

What we cover

Tariffs & trade: No Chinese soybean bookings so far this season; China is favoring Brazil—and financing its export infrastructure. Result: lower U.S. prices now and a tougher long‑run soybean outlook.

Cost structure: Seed/fertilizer stayed high; machinery costs jumped ~25% (2021–2023). Million‑dollar combines and pricier parts make scale (or equipment sharing) more critical.

Break‑even reality: ~$4.50 corn / ~$11.50 soybeans vs. ~$4/$10 cash—why margins are negative without aid.

Government payments: 2024 ad‑hoc aid (~$10B nationally; ~$37/acre in IL) kept incomes from going red; 2025 budgets assume ~$65/acre commodity title payments plus another ECAP‑style package. Policy support is holding up cash rents and land values.

Farmland values & rents: Off the peak and largely flat. If payments fade, expect downward pressure; a gradual ~20% decline over time isn’t off the table if current conditions persist.

Crop switching & regen: Few viable pivots in the Corn/Soy Belt. Lower prices slow regenerative adoption (transition takes time and can ding yield early). Great Plains likely adjust first.

Livestock: Bright spot—cattle margins remain strong.

Outlook: Barring a major shock (e.g., Brazil/US drought), expect $4 corn / $10 soybeans to stick. In the meantime, the sector is effectively “going to Washington.”

Guest: Dr. Gary Schnitkey, Professor of Agricultural & Consumer Economics, University of Illinois; works with FBFM (Farm Business Farm Management) and Precision Conservation Management (PCM) datasets.

Read about Dr. Gary Schnitkey

National Land Realty

https://www.nationalland.com 

Policy is slamming the countryside. Chris Clayton (DTN/Progressive Farmer) explains how tariffs, China’s pivot to Brazilian soybeans, and a USDA shutdown are colliding with harvest to pressure basis, storage, and cash flow—and to derail rural land sales. We dig into why China (historically 25–33% of U.S. soybean demand) is buying from Brazil (COFCO/ports, crush), how that drives basis widening and elevator capacity issues, and what could actually move the needle: biofuels (biodiesel/renewable diesel, ethanol, SAF). We also lay out shutdown fallout—FSA farm ownership/operating loans stalled, CRP payments paused, NRCS (EQIP/CSP) frozen—plus the limited upside from CCC/ECAP‑style aid. If you buy/sell rural land or advise landowners, this is the unvarnished read on farmland values, buyer pools, and the next 3–6 months.

Deals slip/die: FSA loans are stopped, shrinking the buyer pool just as post‑harvest listings hit.

Cash crunch: Basis widening + storage pressure at harvest reduce liquidity for down payments and improvements.

Programs on ice: CRP checks delayed; NRCS projects paused—affecting valuations and conservation‑driven marketing.

Demand hinges on policy: RFS, biodiesel/renewable diesel, and SAF tax credits will decide soy oil crush, corn demand, and rents.

Strategy reality: Diversified ops with cattle are weathering this better than row‑crop‑only farms.

Progressive Farmer

https://www.dtnpf.com/agriculture/web/ag/home

National Land Realty

https://www.nationalland.com

Farm margins are tight and the headlines aren’t lying—tariffs, fertilizer and machinery costs, and labor constraints are hitting producers. Jackson Takach (Farmer Mac) breaks down what’s signal vs. noise.

What we cover:

Tariffs 101: Section 301 (unfair trade), 232 (national security), and IEEPA actions (the biggest bucket and under legal challenge). Why these hit steel/aluminum and fertilizer components—and how that flows to implement and input prices.

Costs that pay back vs. pure drag: seed tech and risk-reduction can be worth it; fertilizer, machinery and labor are harder to offset—2026 looks tighter than 2025.

Adaptation that actually helps: proven tech + regenerative practices to reduce input reliance.

Bankruptcies: Chapter 12 filings are up in Arkansas and Nebraska—rising from 2023–24 lows back toward 2018–20 levels.

Regional stress drivers: soy/rice/cotton marketing pain and flooding in AR; feedlot squeeze and weaker soy export pull in NE.

Policy + relief: ongoing US–China trade talks; ~$15–20B of prior-year USDA aid still to deploy; Farm Bill politics and PLC “facelift” dynamics.

Opportunities: growing global protein demand, renewable diesel/SAF, and more U.S. soybean crush capacity.

Labor & immigration: H‑2A works for seasonal crops; year‑round gaps push automation.

AI’s real role: better data sense‑making and lending workflows—not replacing credit decisions.

Land values: Midwest stabilizing/slipping, Southeast firming, West = water‑dependent. Introducing the Farmland Price Index (Farmer Mac × AcreValue) built on transactions, not surveys.

Farmer Mac

https://www.farmermac.com/

The Feed - Farmland Price Index (By Farmer Mac)

https://farmermac.com/thefeed/q2-2025-farmland-price-index-update/

National Land Realty

https://www.nationalland.com 

Are you a landowner or developer weighing an auction vs. traditional listing—or a land agent who needs a faster, cleaner path to price discovery?

In this episode of The National Land Podcast, host Mac Christian sits down with Joel King—a 42-year real estate veteran (licensed across the South/Midwest)—to explain when auctions win, how to run them right, and when to walk away.

When to choose auction: marketable asset, real buyer pool, and the ability to create competition (not every property qualifies).

Subdivide smart: use local regs (septic/well/roads) and multi-par bidding to expand affordability without torching community goodwill.

Auction types, plain and simple: reserve vs. absolute, sealed-bid, and why Dutch auctions are rare.

Timeline that actually happens: ~45–60 days to auction, ~30 days to close—about 90 days end-to-end.

Due diligence that protects you: title search early, screen the seller (SOS), require bidder access, no post-auction contingencies, and order Phase I (and II if needed) for potential EPA issues.

Price discovery by competition: the crowd validates value; proper increments and structure prevent the “sold for a dollar” myth.

Marketing that moves the needle: rifle (targeted) > shotgun; local/regional/national mix; weekdays for commercial; avoid big game days; Midwest selling season is Sep 15–Mar 15.

Creating value: utilities/road tweaks, owner-finance options, and bank/REO case studies where breaking into digestible tracts unlocked 6-figure gains.

Expectation management: don’t “buy the listing.” Need/want ≠ value (your four heirs wanting $1M each doesn’t set price).

Landowners who want a 90-day exit or real price discovery

Developers/land funds, banks, trustees, receivers moving inventory at scale

Ag operators pruning marginal tracts to strengthen balance sheets

Land agents/brokers adding a proven auction tool to close tough listings

Bottom line: If more than one qualified buyer wants it, a well-run auction can beat months on the market. Get the right team, do the diligence, set a real timeline, and let competition do its job.

Talk with Joel King

https://nationalland.com/real-estate-agent/joel-king

National Land Realty

https://www.nationalland.com

Are you a landowner who wants your ranch to pass cleanly to the next generation—or a land agent tired of deals dying over cloudy title?

In this episode of The National Land Podcast, host Mac Christian sits down with Tiffany Dowell Lashmet (Ag Law Professor & Extension Specialist, Texas A&M) and Wayne Dunson (Managing Broker, National Land Realty—West Texas) to demystify probate—the legal process that moves assets from the deceased to the living—and the tools that keep it from blowing up your land plans.

What You’ll Learn:

What probate is and why you still need it even if there’s a will

Dying without a will (intestacy): how state statutes—not your wishes—divide assets and create messy joint ownership

Why failing to probate strands title in the deceased’s name, blocks sales, and costs heirs more later (e.g., Texas has a typical 4-year window)

Wills vs. Trusts: trusts can bypass probate entirely; when each makes sense for landowners

Texas will execution basics: handwritten (holographic) vs. typewritten wills, witness rules, and why beneficiaries shouldn’t witness

Probate-avoidance tools: LLCs and transfer-on-death deeds (in Texas, revocable) to move property with only a death certificate

Real-world horror stories: unknown heirs, missing co-owners, partition suits, deep discounts to clear title

Family dynamics you must address now: on-farm vs. off-farm heirs, unequal contributions, and setting expectations

Why DIY online forms backfire on farms/ranches—hire an ag-savvy estate-planning attorney in your state

Agent playbook: verify probate status early, flag title clouds, and get clients to counsel before listing

This episode is a must-listen for:

Landowners and family decision-makers on farms and ranches

Heirs, executors, and trustees facing title/estate questions

Land agents/brokers who want to prevent deal-killing probate issues

CPAs and attorneys serving rural clients

Don’t punt on probate. A valid, state-compliant plan now is cheaper than courtroom chaos later—get the right documents in place, probate on time, and keep your land legacy intact.

Read about Tiffany Lashmet

https://agecon.tamu.edu/people/dowell-lashmet-tiffany/

Contact Wayne Dunson

https://nationalland.com/real-estate-agent/wayne-dunson

National Land Realty

Buy, Sell, Lease, or Auction Land

https://www.nationalland.com 

Are you a landowner buying or selling ag ground, or a land agent who wants a real, defensible way to put money back in your client’s pocket?

In this episode of The National Land Podcast, host Mac Christian talks with Alec Bean and Karly Pavlinac of The Soil Tax Guys about a powerful, underused tool: IRS Section 180. In plain English, you can deduct the excess soil fertility you acquire with a farm or ranch, treating those nutrients like an asset, if you follow the rules.

Whether you row-crop, graze cattle, or market farmland, you’ll learn how to lock in a one-time, use-it-or-lose-it deduction that can materially change deal math.

How Section 180 works (fertility valued via soil tests and USDA pricing = tax deduction)

The critical timing: test after closing and before any fertilizer is applied

Typical values (~$500/ac averages) and real cases topping $1k–$6.5k/ac

Three ways CPAs take it: all at once, 60/30/10 over 3 years, or over useful life

Where it applies: food and forage production (crops, grazing)—not timber/hunting-only tracts

State nuances: why land-grant university guidelines drive which nutrients count

Deal strategy: pre-sale testing as a marketing tool, auction use, and portfolio roll-forward

Risk & readiness: audit-defensible reports (GPS’d sampling, documentation) and common CPA misconceptions

Edge cases: recent purchases with no fertilizer yet, and why inheritance usually doesn’t qualify

Farm/ranch owners buying or selling ground

Land brokers/auctioneers who want a sharper pitch (and faster closings)

Operators expanding portfolios who reinvest tax savings into the next deal

Heirs/trustees evaluating sale vs. hold strategies on working land

Don’t leave five or six figures on the table. If ag is the use, Section 180 should be on your checklist every single time.

Are you a landowner who wants to keep your place working, without watching it get carved into subdivisions? Or a land agent who needs a straight, defensible path to long-term land protection and tax advantages?

In this episode of The National Land Podcast, host Mac Christian sits down with Sara Johnson (Conservation Biologist, North American Land Trust) and Doug Bruggeman (National Land Realty agent & ecological economist) to break down the most powerful, yet misunderstood tool in private-land conservation: the conservation easement.

Whether you ranch, farm, manage timber, or own family hunting ground, this episode shows how to protect land in perpetuity, keep core uses, and capture real tax benefits, without killing resale.

What You’ll Learn:

This episode is a must-listen for:

North American Land Trust

https://northamericanlandtrust.org/

Talk with Doug Bruggeman

https://nationalland.com/real-estate-agent/doug-bruggeman 

National Land Realty

https://www.nationalland.com 

2025’s ag laws, no spin. American Farm Burueau Federation Economist, Daniel Munch, breaks down what the American Relief Act and HR1 (“One Big Beautiful Bill”) actually changed for farmers, ranchers, and timberland owners: disaster aid, tax relief, ARC/PLC extensions, conservation through 2031, disease‑readiness funding—and what Washington still hasn’t fixed.

Why these passed: must‑pass funding + reconciliation math, not kumbaya.

Core programs extended to 2031: ARC/PLC, Dairy Margin Coverage; EQIP/CSP/ACEP funded forward.

CRP: not extended in HR1; needs separate action (a “skinny” farm bill or stand‑alone).

Disaster money: ~$30B total in the Relief Act (≈$10B economic aid to row‑crops; ≈$20B disasters). Helpful, not enough to backfill multi‑year crop, livestock, timber, and infrastructure losses.

Drought trigger fixed: LFP now four consecutive weeks of qualifying drought (down from eight).

Rancher win: LIP now 100% compensation for federally protected predator kills (wolves/grizzlies).

State block grants: Flexibility for hard‑hit states (e.g., hurricane zones) that can include timber.

Taxes you can actually use: Estate tax exemption permanent at $15M / $30M couple; 199A stays; bonus depreciation back; Section 179 expensing up to $2.5M for equipment and capital improvements (barns, fencing, irrigation).

Clean fuel credits (45Z): benefits risk getting stuck at processors unless contracts force value back to growers.

Disease readiness: $233M/year mandated for stockpiles, diagnostics, training—real money to keep herds healthy.

Market context: Land values up but margins down; these programs support lender confidence but don’t erase price pressure.

Foreign land ownership: Data/reporting gaps are real; enforcement and look‑through need teeth; private‑property rights vs. national‑security concerns.

Why SNAP stays in the farm bill: urban votes keep farm programs alive. No SNAP = no votes = no farm bill.

American Farm Bureau Federation

https://www.fb.org/

One Big Beautiful Bill Act: Final Agricultural Provisions, by Daniel Munch

https://www.fb.org/market-intel/one-big-beautiful-bill-act-final-agricultural-provisions 

National Land Realty

Buy, Sell, Lease, or Auction Land

https://www.nationalland.com