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 agricultural conditions, market dynamics, and global trade tensions affecting U.S. farmers. Hosts Don Wick and Jamie Dickerman open with weather alerts for eastern North Dakota and western Minnesota, including a dense fog advisory and forecasts of a cold front bringing cooler temperatures and potential precipitation. The discussion then shifts to the economic strain on farmers, particularly due to soaring fertilizer costs—70% of wheat and 66% of corn farmers can't afford full fertilizer applications this year. The U.S. blockade of Iranian ports has drastically reduced Iran’s seaborne trade, with analysts projecting urea prices could reach $1,000 per ton by October 2026 if the Strait of Hormuz remains closed. This geopolitical shift has elevated the U.S. to a pivotal role in global energy flows, potentially reshaping trade negotiations with China. Meanwhile, research from CAST Science highlights opportunities for farm diversification through crop insurance reforms, conservation incentives, and policy changes that support diversified rotations. On the market front, soybean trade talks with China remain uncertain, with concerns over supply, pricing, and storage capacity. BASF introduces Sertain herbicide as a new tool for weed resistance management, offering flexibility and extended residual control. The episode closes with updates on local farm events, commodity prices, and the transformation of the historic Minneapolis Grain Exchange into residential and commercial space.
70% of wheat and 66% of corn farmers cannot afford full fertilizer applications this year due to soaring global prices.
U.S. blockade of Iranian ports could push urea prices to $1,000 per ton by October 2026 if the Strait of Hormuz remains closed.
Farmers who pre-booked fertilizer in the Midwest are better insulated from price spikes compared to those who didn’t.
Diversification strategies—like enhanced crop insurance and conservation incentives—could help farmers adapt to economic volatility.
Trade talks with China may delay or exclude soybeans this year due to high U.S. prices and limited storage capacity.
…and 2 more takeaways available in PodZeus
Morning Weather and Market Update
Introduction to the episode with weather alerts for eastern North Dakota and western Minnesota, including a dense fog advisory and forecasts of warm, sunny conditions followed by a cold front.
Global Fertilizer Crisis and Geopolitical Impact
“If there's an extended conflict and the strait remains closed through the fall of 2026, the NDSU Ag Trade Monitor is estimating urea approaching $1,000 per ton in October and DAP at $945 per ton in November.”
Regional Differences in Fertilizer Purchasing
Analysis of regional fertilizer purchasing patterns, with Midwest farmers more likely to pre-book compared to Southern farmers, leading to unequal exposure to price surges.
U.S. Energy Influence and Trade Implications
“Never in history has the U.S. actually been able to do this, both to its friends and to its enemies.”
Farm Diversification Research and Policy Opportunities
“Tie federally subsidized crop insurance premiums to ecosystem benefits of diversified rotations.”
“Never in history has the U.S. actually been able to do this, both to its friends and to its enemies.”
“This is truly unique. Never in history has the U.S. actually been able to do this...”
“If there's an extended conflict and the strait remains closed through the fall of 2026, the NDSU Ag Trade Monitor is estimating urea approaching $1,000 per ton in October and DAP at $945 per ton in November.”
Hosts
Guests
Red River Farm Network
organization
CHS Ag Services
organization
Jay Deberton
person
President Donald Trump
person
CAST Science
organization
Tyler Donaldson
person
NDSU Center for Agricultural Policy and Trade Studies
organization
Don Wick
person
Jamie Dickerman
person
Jay Truitt
person
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