AgDay 11/04/26

Headlines involving key U.S. trade partners. Nvidia CEO Jensen Huang resigns amid an affair with a suspected Chinese spy, potentially complicating upcoming trade talks between President Trump and President Xi Jinping. Meanwhile, President Trump threatens to double tariffs on Mexico over a new migrant caravan, raising concerns for U.S. corn and pork exports as USMCA negotiations continue behind the scenes. Plus, the biofuel industry responds to Alabama and Louisiana’s requests for a partial waiver on 2027 renewable fuel blending obligations.See omnystudio.com/listener for privacy information.

Farmers finally received some good news from USDA in this report. While it is rare for corn yield to decline from October to November, the agency delivered a bullish surprise with a larger-than-expected cut to yield. Soybeans also saw a friendly report, with ending stocks tightened despite a higher yield.See omnystudio.com/listener for privacy information.

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There is definite skepticism about the November USDA numbers following the recent report error, even as the agency doubles down on using AI technology to improve accuracy. Trade estimates generally point to higher soybean yields than October, with a modest reduction in corn yields.See omnystudio.com/listener for privacy information.

Since the first reported case in June, there have been 116 recorded New World screwworm cases across Texas, Mexico, and Arizona. USDA's NWS dashboard shows that, as of November 6, there were already 30 cases in November, compared to 33 in October and three in September. Cases have been on the rise.See omnystudio.com/listener for privacy information.

USDA goes on camera for first interview since NASS report processing error, plus new New World screwworm cases surge and we take an in-depth look at what Ohio's non-domiciled CDL decision could mean for trucking and agriculture.See omnystudio.com/listener for privacy information.

Democrats swept to victory Tuesday, reshaping the political landscape in Washington. We take a look at what Congress could look like for the agriculture committees and what may still be accomplished during the lame duck session.See omnystudio.com/listener for privacy information.

Signs of the Super El Niño are moving east. The heavy rain in the southwest and where it's headed on Election Day.See omnystudio.com/listener for privacy information.

In states where agriculture is king, the ag industry will be well represented in the 120th Congress regardless of which party the candidates come from. That's because, in most cases, both parties have a strong bipartisan tradition of working together for farmers and ranchers. When agriculture wins, the entire economy wins. South Dakota's House race is a prime example.See omnystudio.com/listener for privacy information.

Ag policy advocates face a major shake-up in the next Congress, with significant turnover possible on the agriculture committees. At least nine House and five Senate Ag Committee members are leaving Congress at the end of the 119th Congress, including leadership. And the midterm could swing party power in one or both chambers, further shaking things up.See omnystudio.com/listener for privacy information.