Country Morning Presented by CHS Ag Services
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This episode of the Red River Farm Network, presented by CHS Ag Services, delivers a comprehensive update on critical agricultural and geopolitical developments impacting U.S. farmers. Key topics include escalating global tensions over the Strait of Hormuz, which have driven crude oil prices above $115 per barrel and increased fertilizer costs, while U.S. farm policy faces delays due to congressional focus on defense spending, border security, and war funding. The episode highlights ongoing challenges in farm trade, particularly U.S. beef export declines to China and strong performance in variety meats and pork exports to Japan. Farm policy priorities like year-round E15 and fertilizer loan programs are stalled amid political gridlock, though some progress is being made on USMCA negotiations and input cost relief. On the ground, farmers are grappling with spring planting constraints due to delayed fall fertilizer applications, logistical bottlenecks, and rising input costs, while agribusinesses explore innovations like short-stature corn for wind protection and improved nitrogen management. Meanwhile, technological advancements in farm lending are streamlining loan processes through AI and digital tools, improving access to capital for producers. The episode closes with early crop price updates and upcoming farm events across the Midwest.
Global oil and fertilizer price spikes due to Strait of Hormuz tensions are increasing input costs for farmers.
Year-round E15 and fertilizer loan programs face delays due to congressional focus on defense and border security.
U.S. beef exports remain down to China but show strong growth in variety meats and pork exports to Japan.
Short-stature corn is gaining traction for wind protection, improved nitrogen access, and stronger root systems.
AI-driven digital lending platforms are accelerating farm loan approvals and reducing costs.
…and 2 more takeaways available in PodZeus
Opening Segment & Global Geopolitical Update
Andrew Schultz introduces CHS Ag Services and the Red River Farm Network, followed by Don Wick’s overview of global developments, including the U.N. Security Council vote on the Strait of Hormuz and rising oil prices due to U.S. threats against Iran.
U.S. Farm Budget Cuts and Policy Delays
Discussion of President Trump’s proposed 2027 budget, which includes a 42% defense increase and major cuts to USDA (20%) and EPA (52%) programs, drawing criticism from House Agriculture Committee members for undermining farm support during a crisis.
Farm Bill and Trade Policy Outlook
Tyler Donaldson reports on delays to the Farm Bill due to congressional focus on DHS funding and war reconciliation, while USMCA negotiations and trade access remain priorities. Year-round E15 faces timing challenges.
U.S. Meat Export Trends and Market Performance
Analysis of February export data shows U.S. beef exports down 13% year-over-year due to China access issues, but variety meats and pork exports to Japan show strong growth. Export value per head reaches highs.
Input Costs, Fertilizer Logistics, and Planting Challenges
“We didn't get any fall fertilizer done, so that's going to be a major, major constraint this year is that everybody is going to have to have everything done at the same time.”
“The biggest thing is obviously wind protection... With the reduction we see in the damage and the potential for wind damage with short corn, it gets us really excited.”
“We didn't get any fall fertilizer done, so that's going to be a major, major constraint this year is that everybody is going to have to have everything done at the same time.”
“If that helps bring cost down for the farmers and it makes it a more efficient, smooth process, I think it's a win-win for both.”
Hosts
Guests
Red River Farm Network
organization
USDA
organization
Strait of Hormuz
other
House Agriculture Committee
organization
E15
other
CHS Ag Services
organization
USMCA
other
President Trump
person
White House EPA
organization
U.N. Security Council
organization
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