Will the U.S. plant over 95 million acres of corn? Will canola move unfettered into China? What about getting crop out of the Black Sea region? Will that be possible? All of these questions and more are in the commodity pricing mix right now, and Neil Townsend, market analyst with GrainFox, says that investors are working… Read More
Category: Grain Markets
A growing list of farm groups are publicly calling for compensation from the Canadian government for lost farmgate revenue as a result of China’s sanctions on Canadian agricultural exports. Responding to Canada’s tariffs on electric vehicles, steel, and aluminum from China, the Chinese government on March 8 announced it will impose 100 per cent tariffs… Read More
China’s Ministry of Commerce has announced steep tariffs on several major Canadian agricultural exports, responding to Canada’s levies on Chinese electric vehicles (EVs), steel, and aluminum that were implemented in the fall of 2024. Canola oil, canola meal, and peas from Canada will face a 100 per cent tariff as of March 20, 2025, according… Read More
Editor’s Note: On Thursday, March 6th, Trump paused tariffs on some Canadian goods, but only those that qualify under the U.S.-Mexico-Canada Agreement (USMCA/CUSMA). Steel and aluminum tariffs are still set for next week, and reciprocal tariffs are on for April 2, 2025. While many American farm groups remain publicly silent, some U.S. agriculture organizations are… Read More
How do farmers factor in the whirlwind of tariff news that continues to swirl around them as they attempt to navigate commodity markets? Jody Lawrence, founder of Strategic Trading Advisors, compares the situation to “a Rubik’s cube that’s fighting back.” Joining the Tuesday edition of RealAg Radio, he says tariffs are a real wild card…. Read More
The Trump administration has forged ahead with implementing 25 per cent tariffs Canadian exports as of March 4, sending markets lower and triggering a previously-announced response from the Canadian government. “Canada will not let this unjustified decision go unanswered,” said Prime Minister Justin Trudeau, in a statement late March 3. As announced prior to an… Read More
If there’s one thing that’s predictable in the current grain markets, it’s unpredictability. While farmers are not complaining about a trend reversal in the corn market to the upside, the uncertainty of what’s at play in the market does create some stress. To unpack what’s happened and what to watch for in the coming days… Read More
Commodity markets have been digesting a tidal wave of What if? questions: What if China is buying? What if Trump imposes tariffs? What if acreage falls? What if China isn’t buying? Ed Broshinski, market analyst with Cargill MarketSense, says that managed money has been working its way through these scenarios, and that canola, specifically may… Read More
The head of Bunge says the company is ready to integrate Viterra into its business, while awaiting final approval from authorities in China. The combination of the two multi-national agribusinesses cleared a major hurdle last month when the Canadian government gave it a green light, with a list of conditions that included the sale of… Read More
Farms and ranches cannot operate without water. While having access to water seems like it should be quite straight forward, navigating government framework around access to water might not be. Team Alberta Crops and the Intensive Livestock Working Group in Alberta have been working to ensure that the provincial government had the opportunity to hear… Read More