Trump Tariff Threat + Americans "Can't Quit" Eating Expensive Beef

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0:00 Schedule
0:45 Trump's New Tariff Threat
1:54 Price Action, Feb Averages, Acres
4:46 Grain Shipments
8:38 Flash Sale
8:56 Brazil Update
9:59 Americans "Can't Quit" Beef

Trade drama is back in the headlines. President Trump is threatening higher tariffs on countries that fail to honor trade agreements. Following last week’s Supreme Court ruling, the EU announced it would pause ratification of its agreement, while India is deferring talks on its own deal. Despite the legal setback, the White House says it remains committed to its trade agenda and is exploring alternative tools to implement tariffs. Markets clearly reacted to the renewed uncertainty, with stocks under pressure to start the week.

Grain markets felt the ripple effects. Soybean and wheat futures moved lower Monday as traders weighed the potential impact of trade disruptions and retaliation tied to the newly announced 15% global tariff. Corn futures, meanwhile, managed to hold steady. When policy uncertainty rises, volatility often follows — and that theme remains firmly in play.

Export data offered a few surprises. US corn shipments exceeded expectations for the third straight week, posting a very strong year-over-year gain. Wheat inspections also came in above trade guesses. Soybean shipments, however, disappointed and continue to reflect uneven demand patterns. China remained a major buyer, accounting for roughly half of weekly inspections.

USDA also reported a fresh flash sale of corn to Colombia, adding to an already solid sales pace this marketing year. Demand for US corn has been a notable bright spot recently, especially when compared to other segments of the export complex.

Weather and field conditions remain a major talking point in South America. Brazil’s soybean harvest is advancing at its slowest pace in several years, with rains and longer crop cycles creating delays. Planting progress for Brazil’s second corn crop is also lagging last year’s pace, which could become increasingly important for global feed grain supply expectations.

Outside of grains, US consumers continue to show remarkable resilience in the face of high beef prices. Despite record price levels, demand remains strong as buyers adapt by shifting toward more affordable cuts and smaller portions. The protein story remains a powerful force across the broader agricultural landscape.

As always, volatility, policy, and global production trends remain key market drivers.

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