Trump has cut tariffs on fertilizer, but lower prices could remain elusive www.agri-pulse.com/articles/238...

Um...

At Agri-Pulse, we're tracking Chinese orders of U.S. soybeans against that 12 million ton target. There's a link on the homepage. www.agri-pulse.com

Over 100 lawmakers tout USMCA ag benefits, warn against upending deal www.agri-pulse.com/articles/238...

"White House officials became accustomed to emails from Summers ordering them to call him quickly for a debate over the phone before he appeared on a TV news show — otherwise, he’d tell the viewing public Biden was steering the country down the wrong track." www.washingtonpost.com/business/202...

Europe at critical juncture in precision breeding framework talks www.agri-pulse.com/articles/237...

In just six weeks importers of CBAM-covered goods will have to pay for (some of) their emissions. But the commission still hasn't confirmed some key details, and businesses are in the dark. More from me 👇🏻 borderlex.net/2025/11/18/b...

American inspections of foreign food facilities — which produce everything from crawfish to cookies for the U.S. market — have plummeted to historic lows this year, a ProPublica analysis of federal data shows. By @anniewaldman.bsky.social and @bxroberts.org

Soybean sales to China since the Trump-Xi meeting have been even more tepid than we initially thought. USDA issues a correction after a Chinese buyer cancels 100,000 tons in orders.

Notable among the latest tariff exemptions: 1- Beef products, given the backlash Trump faced from ranchers & lawmakers after he suggested boosting imports to lower prices; 2- More fertilizer carveouts. Phosphate imports had been falling & supply chains had been re-routing through Russia.

Big day for ag trade. Today USDA released its daily export sales for the shutdown period, as well as its latest supply & demand estimates. @kchip.bsky.social and I parsed through it and spoke to some smart folks about what it all means. www.agri-pulse.com/articles/237...

USTR Greer tells some of us at the White House that the US can begin implementing tariff carveouts for food products not grown domestically because it has reached a"critical mass" of trade deals that have "started to reshape the global trade system." "Now is the right time" to release some duties

No specific mention of the beef tariff-rate quota in the Argentina trade framework's joint statement, only a mention of reciprocal market access.

👀👀 White House website has a heading for a joint statement on a framework for a trade pact with Argentina, but it's a dead link right now.

Canadian Travel to the U.S. Declines for 10th Straight Month www.nytimes.com/2025/11/13/u...

House Ag Committee Chair Glenn "GT" Thompson tells me the administration's planned tariff assistance will only be a "first tranche" & not "the whole amount." "I don't know whether they'll be ready by next week, but I think it'll be soon," he adds.

You can see why Bessent is floating coffee tariff relief today. ☕️

"Foreign countries expect talks to progress more quickly and they're betting a ruling against Trump’s tariffs could weaken his bargaining power, giving smaller economies a better chance to shape future pacts" @arihawkins.bsky.social @ddesrochers.bsky.social www.politico.com/news/2025/11...

Smallholder farmers are back at the forefront of global development www.agri-pulse.com/articles/237...

US farmers have really turned out to weigh in on USMCA. Digging through the comments, I'm struck by how many family farms have weighed in. It looks like Farm Action mobilised around MCOOL, but there plenty arguing US should raise water issues & complaining imports are driving commodity prices down

The CPTPP has so many applicants that it is now mulling setting up a secretariat - great scoop from our roving Pacific reporter (he wishes!) @chrishorseman.bsky.social borderlex.net/2025/11/03/c...

The White House provides further clarity on China's soybean purchase commitments. Looks like the 12 MMT is for the rest of 2025, and the 25 MMT are for the next three calendar years. www.whitehouse.gov/fact-sheets/...

NEWS: CBS News gutted its climate team as part of the big Paramount layoffs this week. These journalists had been doing incredible reporting on extreme heat, flooding, clean energy investments and more. I've got details for Climate-Colored Goggles: www.climatecoloredgoggles.com/p/cbs-news-g...

One soybean market analyst tells me there simply isn't enough time between now and the end of January for China to make good on the 12 million-ton purchase target Bessent unveiled. The logistics aren't in place for December shipments, leaving too much volume to move in January.

Trump's pick for USTR chief ag negotiator, Julie Callahan: "My intention in the negotiation with Argentina is this will not be a one-way conversation about beef. We would like to see beef access into Argentina as well."

Sen. Grassley urges Trump's USTR nominees at this morning's hearing to carry the message to Commerce to lower countervailing duties on phosphate fertilizer.

The Japanese served Trump & the US delegation American rice and beef for their working lunch today. Some context: Japan has been boosting its imports of US rice since the two sides signed a tariff deal in July. Japan committed to buying 75% more US rice, & is already quietly implementing it.

US dairy has to pretty pleased with this provision in the U.S.-Malaysia pact. Malaysia restarted FTA talks with the European Union earlier this year, and geographical indicators for iconic products are always a negotiating priority for the Europeans.

Ways & Means trade subcommittee Chair Adrian Smith on the admin plan to raise Argentina's beef tariff-rate quota.

Some pretty strong statements opposing more Argentinian beef imports from Republicans & cattle groups that are normally supportive of Trump's policies. Latest from NCBA saying they cannot back POTUS "while he undercuts the future of family farmers and ranchers." www.agri-pulse.com/articles/236...

Tariffs are already shifting fertilizer supply chains, increasing costs, study finds www.agri-pulse.com/articles/236...

Early in Trump's second term, the reduction in Canadian tourists visiting the US was mostly just foregone day trips. But now short-term excursions have stabilized, and Canadians are instead increasingly avoiding long-term vacations in the US

Sen. Kaine on possible timing for a floor vote on the Brazil tariffs: “it’s going to be before Oct. 31… likely to be next week.” Says another vote on the Canada tariffs could come the same day or “maybe one day apart.”

Brazil's 2025/26 soybean planting is outpacing recent years, suggesting further U.S. export challenges next year. From Karen Braun at Zaner Ag Hedge. www.zaneraghedge.com/newsletter-r...

Senators raise tariff woes with admin in closed-door meeting www.agri-pulse.com/articles/236...

Asked Sen. Moran as he was the leaving GOP meeting with Jamieson Greer, whether he’s encouraged by what he heard from the USTR. “Anxious,” he replied.

SCOOP: State Department could restart Feed the Future labs as soon as this year www.agri-pulse.com/articles/235...

US-China tariffs: where do they currently stand? - US average tariff on imports from China: 57.6% - China average tariff on imports from US: 32.6% Note: We have been updating this chart since September 2019

Indonesian media reporting US deal has tariff carveouts for ag commodities not produced domestically. From @antara-poster.bsky.social en.antaranews.com/news/385177/...

Confidence among farmers that Trump's tariffs will lead to long-term economic gains is slipping. New survey data from Purdue's Ag Economy Barometer shows just 51% think the increased use of tariffs will strengthen the ag economy in the long-run, down from 63% in June. ag.purdue.edu/commercialag...

"Countries such as Tunisia are base hits, not a home run like China, Ewoldt said. Creating new markets helps over time, but if U.S. growers can’t sell their beans soon, Ewoldt worries about getting enough cash to finance his farm." From @wsj.com last night. www.wsj.com/economy/trad...

US timber exporters are quietly adding language to procurement contracts to bring their supply chains in line with the EU's proposed deforestation rules, spurring tensions with southern landowners. My latest: www.agri-pulse.com/articles/235...

SCOOP in this morning's Daybreak newsletter: USDA quietly moves $13B as officials ready farm aid; senators offer new details Read more: www.agri-pulse.com/articles/235...

US prices behaving pretty much as you'd expect after tariffs, not least given time lags and the various mark-ups on top of import costs www.ft.com/content/f4bd...

Sen. Hoeven: Shutdown could delay tariff assistance announcement www.agri-pulse.com/articles/235...

As always, @steventdennis.bsky.social’s rule of deals in DC is correct. Deals happen like: NO NO NO NO NO Maybe NO NO *Framework reached* NO HELL NO NO YES

Sen. Hoeven says lawmakers are working on changes to Section 32 to allow tariff revenues to fund assistance to farmers. The goal is “to make sure that we're ready to go when the president and secretary decide it's time to move forward,” he told me. More here: www.agri-pulse.com/articles/235...

Senate Democrats write to Trump to insist he abandon plans to give financial support to Argentina. The move had rankled US soybean farmers, who face competition from Argentina in the Chinese market. More context here: www.agri-pulse.com/articles/235...

The vast majority of the $7 bn in grain exports that Argentina secured during its two-day export tax holiday were soybeans, soymeal and soybean oil -- with around 75 million bushels headed to China. Only ~17% of the value came from corn, wheat, and barley. From BCR via Susan Stroud of No Bull.

Trump's comments today on directing some tariff revenues to farmers begs the question: "how?" 1/4