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AgDay Analysis: “The Ethanol Industry Has a Problem”
AgDay Analysis: “The Ethanol Industry Has a Problem”

Ethanol plants throughout the country are shutting its doors or limiting hours. It’s partly due to the coronavirus (COVID-19). Yet, there are other factors at play which include less demand for ethanol and gasoline.

Let’s face it, trying to forecast the future just became much, much harder. Yet, taking the long view at agriculture can provide some guidance.
4 Charts to Ponder from the 2020 FAPRI Baseline

Let’s face it, trying to forecast the future just became much, much harder. Yet, taking the long view at agriculture can provide some guidance.

Coronavirus Closings Impact CME Floor
Coronavirus Closings Impact CME Floor

The CME Group said the Chicago trading floor closed after business hours Friday in response to the virus.

Stocks and commodity markets could continue to get worse before prices get better, and now concerns about logistics of getting agricultural products moved could also impact the markets.
COVID-19 Market Panic Could Continue for Weeks

COVID-19 took a big bite out of commodity prices this week, but could that trend continue? Some analysts fear prices will get even worse before things start to turn around.

Chinese farmers dodge coronavirus, go online for seed and supplies
Chinese farmers dodge coronavirus, go online for seed and supplies

Many Chinese farmers are shopping online for vital supplies as the spring planting season gets under way and the coronavirus outbreak disrupts traditional supply chains.

Ethanol makers see demand surge on hand sanitizer stockpiling
Ethanol makers see demand surge on hand sanitizer stockpiling

Some ethanol producers worldwide said demand is up for their products due to customers stockpiling hand sanitizer - which can be made using the biofuel - as the coronavirus outbreak worsens.

Bayer St. Louis
UPDATED Bayer Shuts Down Several U.S. Offices Over Coronavirus

Today Bayer announced it will close its Creve Coeur, St. Louis site after learning an employee is under investigation for coronavirus infection.

Fresh fears over coronavirus spreading comes on the heels of China acknowledging the spread of the virus in China is slowing. Analysts fear more downside risk could be ahead.
As Coronavirus Spreads, Bears and Fear Infect the Commodity Markets

Coronavirus continues to be a black swan hitting the markets, with both the stock market and commodity market getting hit hard on Monday. Analysts warn more downside risk could be ahead.

USDA Chief Economist Robert Johansson makes remarks on the 2020 Agricultural Economic and Foreign Trade outlook at the USDA’s Agricultural Outlook Forum “The Innovation Imperative: Shaping the Future of Agriculture in Arlington, VA., on February 20, 2020. USDA photo by Lance Cheung.
USDA's Own Numbers Cast Doubt on Trump’s China Farm Deal

It’s either going to be a boom fourth quarter for U.S. farmers, or that extra $12.5 billion in American agriculture purchases promised by China for this year isn’t happening.

AgDay Analysis: Bills are Due, Should Farmers Still Hold Grain?
AgDay Analysis: Bills are Due, Should Farmers Still Hold Grain?

Clinton Griffiths, Farm Journal editor and AgDay Host, has more with Bob Utterback in this analysis clip about whether to hold grain when bills are due.

Walmart Establishes Owned Angus Supply Chain
Walmart Establishes Owned Angus Supply Chain

One of the world’s largest supply chains is opening a case-ready beef plant and establishing its own angus supply chain. CoBank recently released a report about the plant.

China Showing Up in Feb. WASDE, Both Phase 1 and Coronavirus
China Showing Up in Feb. WASDE, Both Phase 1 and Coronavirus

Tuesday’s World Agricultural Supply and Demand Estimate (WASDE) was not a market mover, but it did offer a first look at how USDA views impact of the Phase 1 trade deal with China.

U.S. Farm Chief Presses EU to Throw Doors Open to American Foods
U.S. Farm Chief Presses EU to Throw Doors Open to American Foods

U.S. Agriculture Secretary Sonny Perdue signaled that a renewed transatlantic trade truce will require more ambitious European Union efforts to ease imports of American foods.

Grain storage can be a tool, but storing too long can be a major fault in grain marketing.
Top Producer Summit: Avoid This Biggest Grain Marketing Mistake

Grain storage can be a tool, but storing too long can be a major fault in grain marketing. University of Minnesota economist talks about the biggest grain marketing mistakes he sees made by farmers.

China’s Health Scare Tempers High Hopes in U.S. Farm Markets
China’s Health Scare Tempers High Hopes in U.S. Farm Markets

Chinese buyers have booked only modest amounts of U.S. soybeans, pork and cotton, according to government data.

As the market starts to transition its focus to 2020 production, U.S. farmers may be poised to plant 95 million acres of corn. What would that mean for the markets? Chip Nellinger weighs in.
What If U.S. Farmers Plant 95 Million Acres of Corn in 2020?

As the market starts to transition its focus to 2020 production, U.S. farmers may be poised to plant 95 million acres of corn. What would that mean for the markets? Chip Nellinger weighs in.

Two Plead Not Guilty to Charges Stemming from Grain Scheme
Two Plead Not Guilty to Charges Stemming from Grain Scheme

Two former officers at a northwest Iowa agriculture cooperative have pleaded not guilty to federal fraud charges.

Cargill’s CEO Is Concerned About U.S. Farmers as Tariffs Persist
Cargill’s CEO Is Concerned About U.S. Farmers as Tariffs Persist

Cargill Inc. welcomes the first phase of a U.S.-China trade agreement but cautions that exports of some agricultural goods have yet to resume and tariffs are still in place.

Trade Deal Is a Real Buzz Kill for the U.S.’s Top Soy Rival
Trade Deal Is a Real Buzz Kill for the U.S.’s Top Soy Rival

Donald Trump’s trade deal may have been short on details about Chinese agriculture purchases, but one thing seems clear: Brazil’s two-year, non-stop soybean bonanza will likely come to an end.

The Phase One trade agreement with China comes with a big promise to purchase close to $40 billion worth of U.S. agricultural products over the next two years.
With Phase One Signing, is Trade War With China Officially Over?

The Phase One trade agreement with China comes with a big promise to purchase close to $40 billion worth of U.S. agricultural products over the next two years. Does this mean the trade war is over? Economists weigh in.

Markets Respond Negatively to Carryout Changes
Markets Respond Negatively to Carryout Changes

USDA released a slew of reports of Friday, initially sending markets lower.

As corn exports continue to disappoint, even if USDA lowers yield, analysts say USDA is likely to reduce export forecasts in Friday's reports.
USDA Won’t Account for Phase 1 Deal in Friday's Reports

As corn exports continue to disappoint, even if USDA lowers yield, analysts say USDA is likely to reduce export forecasts in Friday's reports.

2020 is full of unknowns when it comes to the markets, but both market analysts and Washington watchers agree on one thing: the political environment will impact the markets in 2020.
Biggest Risk to Commodity Markets in 2020? Politics

2020 is full of unknowns when it comes to the markets, but both market analysts and Washington watchers agree on one thing: the political environment will impact the markets in 2020.

Agriculture Trader Louis Dreyfus Cuts Jobs to Rein In Costs
Agriculture Trader Louis Dreyfus Cuts Jobs to Rein In Costs

Louis Dreyfus Co. is cutting jobs as the embattled agricultural commodities trader tightens its belt amid low profits, according to people familiar with the matter.

7 Wildcards Impacting the 2020 Farmland Outlook
7 Wildcards Impacting the 2020 Farmland Outlook

Here are just a few of the forces pushing and pulling the U.S. farmland market.

Will China Buy U.S. Ethanol?
Will China Buy U.S. Ethanol?

There's talk China maybe buying some U.S. ethanol soon. It could be part of the new Phase One Trade agreement. Bloomberg reporting sources tell them Beijing plans to start buying ethanol by lifting tariffs on the fuel.

Is Mexico Content with U.S. Labor Provisions in USMCA?
Is Mexico Content with U.S. Labor Provisions in USMCA?

On another trade front, the U.S. and Mexico appear to have resolved an eleventh-hour labor dispute.

Flory: WASDE Report Called Neutral to Friendly
Flory: WASDE Report Called Neutral to Friendly

WASDE bullish for wheat and cotton.

While USMCA won't create many changes in agriculture, economists say it's what happens if USMCA isn't passed that could be detrimental to agriculture?
What Does USMCA Really Do for Agriculture?

It’s crunch time in Washington D.C. to get the U.S.-Mexico-Canada Agreement (USMCA) passed in 2019, with many agricultural groups and organizations losing patience. So, what does the deal do for agriculture?

For the past two years, wheat acres have dipped to a 100-year low. For 2020, acres could challenge the 110-year low.
Could Wheat Acres Hit a 110-Year Low in 2020?

For the past two years, wheat acres have dipped to a 100-year low. For 2020, acres could challenge the 110-year low.

Late Harvest Causes Some Forage Issues For Livestock Producers
Late Harvest Causes Some Forage Issues For Livestock Producers

The historically late harvest is causing more problems and not just for farmers but livestock producers. AgDay National Reporter Betsy Jibben has more on the final stop on the I-80 Harvest Tour.

USDA’s Monthly Farm Report Arrives Late, Leaving Market Fuming
USDA’s Monthly Farm Report Arrives Late, Leaving Market Fuming

People trying to get the U.S. Department of Agriculture’s monthly World Agricultural Supply and Demand Estimates report for November were met with frustration Friday.

Indiana Farmer: September Weather Impacted Yield
Indiana Farmer: September Weather Impacted Yield

The I-80 Harvest Tour takes us to Indiana this week. It's where less than half the corn crop has been harvested. Some of that crop wasn't planted until after the start of June.

Analyst: Quality is going to be a Question
Analyst: Quality is going to be a Question

Farmers are trying at harvesting as fast as they can before the snow arrives. There is snow in the forecast for many places in the Midwest this week. Has damage already been done to the crop during the last freeze?

Reports: Phase 2 Trade Agreement May Be Decided In November
Reports: Phase 2 Trade Agreement May Be Decided In November

Farm Journal's Jim Wiesemeyer also reporting a decision on a possible second installment will be made by White House officials, including President Trump. The second installment decision is expected next month.

More Questions than Answers on China, Biofuels Package
More Questions than Answers on China, Biofuels Package

What are farmers to make of the recent announcement about biofuels, and is a trade deal with China just talk?

Price discovery has changed materially. This has given rise to questioning even the CME and the futures industry.
Jerry Gulke: Is USDA Methodology Archaic?

Price discovery has changed materially. This has given rise to questioning even the CME and the futures industry.

Questions Remain About Phase 1 Agreement with China
Questions Remain About Phase 1 Agreement with China

Questions remain about the Phase 1 trade agreement between the United States and China. "The Wall Street Journal" reports uncertainty surrounds China's commitment to buy up to $50 billion of U.S. ag. products.

Indigo Forecasts Drop in Corn and Soybean Yields, Increases Production
Indigo Forecasts Drop in Corn and Soybean Yields, Increases Production

In advance of Thursday’s USDA reports, Indigo Ag released its final corn and soybean production forecast for the season.

Is Frost a Possibility for the Midwest This Week?
Is Frost a Possibility for the Midwest This Week?

The maturity of the U.S. corn crop is running at its slowest pace since 2009. For soybeans dropping leaves, it's the slowest since 1996. That's according to Crop Progress report of the September 22 week.

China Is Continuing to Buy U.S. Soybeans
China Is Continuing to Buy U.S. Soybeans

The USDA announced another flash sale of soybeans to China on Friday.

A biodiesel plant in Iowa shut down recently.
Iowa Biodiesel Plant Shut Down Over SREs

W2 Fuel, a southeast Iowa biodiesel plant, has shut down in response to the unclear future for the Renewable Fuels Standard (RFS). The Crawfordsville, Iowa plant produced 10 million gallons of biodiesel annually.

President Donald Trump and his Japanese counterpart Shinzo Abe met in New York on Wednesday to discuss the ongoing negotiations of the U.S.-Japan Free Trade Agreement
Agriculture Praises Initial Stage of U.S.-Japan Free Trade Agreement

President Donald Trump and his Japanese counterpart Shinzo Abe met in New York on Wednesday to discuss the ongoing negotiations of the U.S.-Japan Free Trade Agreement

NW Iowa Ethanol Plant Idles Over SRE Waivers
NW Iowa Ethanol Plant Idles Over SRE Waivers

This week Siouxland Energy Cooperative, in Sioux Center, Iowa, announced it will idle ethanol production. The company is pointing the finger at SREs recently provided to oil refineries by the Trump administration.

The reports held both good news and bad news, says Jerry Gulke president of the Gulke Group.
Jerry Gulke Talks Good News, Bad News in USDA Report

The reports held both good news and bad news, says Jerry Gulke president of the Gulke Group.

“The action by POET to idle plants in reaction to the SREs is unbelievably unfortunate and would be unnecessary if EPA would be following the letter of the law of the RFS,” Flory says. 
POET To Idle Plants In Response To EPA Waivers

POET officials say the process to idle the plant will take several weeks, after which the plant will cease processing of over 30 million bushels of corn annually.

Lance Honig, crops branch chief of USDA National Ag Statistics Service, hosted #statchat on Monday to help clear up some questions. 
Farmers, Analysts Question USDA Reports

Lance Honig, crops branch chief of USDA National Ag Statistics Service, hosted #statchat on Monday to help clear up some questions. 

"In a report that was supposed to answer all the questions, it gave us a lot more questions than answers,” says Jerry Gulke, president of Gulke Group.
Jerry Gulke: USDA Reports Create More Questions than Answers

"In a report that was supposed to answer all the questions, it gave us a lot more questions than answers,” says Jerry Gulke, president of Gulke Group.

Despite Positive Price Momentum, Returns Will Fall Below 2018
Despite Positive Price Momentum, Returns Will Fall Below 2018

Farmers should expect the trend of lower to negative farm returns to continue in 2019, despite recent positive market momentum.

10 Years of Seed Industry Mergers, Acquisitions and Retired Brands
10 Years of Seed Industry Mergers, Acquisitions and Retired Brands

10 years of seed industry mergers, acquisitions and reshuffling.