Ag Insights

July 2, 2025

Key takeaways Profitability Outlook Improves: The hog sector continues to show profitability, with projected margins averaging approximately $30 per head over the next 12 months. Q4

July 2, 2025

U.S. Supplies Highest Since 2020/21 Wheat supplies have weighed on market prices both in the U.S. and around the world, pushing cash prices of U.S. wheat

June 20, 2025

The second quarter of 2025 could be an inflection point for the cattle and beef complex. There are four specific developments going on that could have

June 17, 2025

Following nearly three decades of uninterrupted growth, alcohol consumption in the U.S. looks to be declining. The demographics of the alcohol consumer also are evolving. Both

June 9, 2025

Key Takeaways Situation: New Federal Milk Marketing Orders ushered in updates to milk pricing formulas, including increased make allowances and changes to the Class I base

May 27, 2025

Key Takeaways: Weather, Acreage, and Tariff Uncertainty = Price Risk: A hot and dry summer forecast, changing planting data, and the looming expiration of U.S.-China tariff

May 27, 2025

Key Takeaways: The national cow herd does not need to grow back to the size it was at the 2019 peak. A larger-than-now but smaller-than-before national

May 23, 2025

In this Issue: Population aging began in the 1970s and accelerated in the 2010s. Population aging, even sooner than population decline, will change demand for agricultural

May 23, 2025

Key Takeaways: Over the past three decades, U.S. nut growers have been widely successful due to exceptional growth in export markets. More than 70% of U.S.

May 20, 2025

Terrain analysts dissect news topics important to agriculture and weigh their significance for the sectors relevant to our Farm Credit customers. In this issue, our analysts

May 17, 2025

Key points: Representing more than 20% of U.S. agricultural exports, California stands to benefit from efforts to narrow the trade gap. The rising cost of regulations

May 17, 2025

Key points: Bank deposits have grown at lower levels in areas with declining populations. In partnership with traditional agricultural lenders, alternative capital pools and consolidated lending

May 17, 2025

Key points: Cattle producers, on the upswing in profitability, have taken a conservative approach, so far, to herd expansion and other investment in their operations. Crop

May 17, 2025

In This Issue: High regulatory costs limit California farmers’ ability to expand specialty crop production. Financial stress continues to build for Midwestern field crop and hog

May 15, 2025

Current Conditions & Pre-Report Expectations Planting season across the United States remains ahead of schedule for both corn and soybeans. As of May 11, 2025, U.S.

May 12, 2025

Temporary Sense of Relief for Crop Farmers It’s no secret that row crop producers have faced stiff economic headwinds in recent years. After rising sharply in

May 6, 2025

Situation Since 2017, the United Nations has revised its global fertility and population projections downward. Initially, in 2017, the organization projected that the global population would