World Perspectives

Farm Inputs Recent Farm Inputs Analysis

farm-inputs

Feast or Famine

The COVID supply chain meltdown created anxiety over the availability of agricultural inputs. This compelled many operators to look forward and lock in their needs for 2023, often at elevated prices. This buy-high insurance marker has been met with ammonia prices that have now fallen by 50 perc...

farm-inputs

Similarities of Farming and Manufacturing

Debate around the reauthorization of the U.S. farm bill is focused on the legislation’s two major functions, domestic food assistance and farm price supports. The former involves Republicans trying to reduce the most generous portions of what amounts to 81 percent of farm bill spending, a...

feed-grains wheat farm-inputs

Black Sea Grain Initiative: One and Done?

The uncertainty that Russia’s invasion has brought to agricultural markets continues. Roughly 32.9 MMT of grain has been exported from Ukraine since the Black Sea Grain Initiative (BSGI) began in July 2022. Russia refused to extend it Monday, siting the continued sanctions that target Rus...

farm-inputs

Green Deal Strategies

It has been a year since the EU released its plan for halving the use of pesticide and slashing fertilizer use and the debate over it is evolving. The farming lobby has stiffened its spine with the Dutch government backing away from some of its strident demands, and now agriculture members of t...

farm-inputs

Climate Change and Farm Bill

During the farm bill reauthorization this year, farmers want to protect their support programs including crop insurance. By contrast, environmentalists want to see a stronger emphasis on conservation. American Farmland Trust is an organization focused on preserving farms, farmland and promoting...

farm-inputs

USA Land Use Changes

The acres used for crops in the U.S. peaked in 1981 when farm income was low and farmers tried to make up for it by expanding production. The acres used for crops in 2022 was 14.7 percent fewer and the share of cropland successfully harvested had risen slightly to 85 percent.  While the n...

feed-grains farm-inputs

AMLO Spits on U.S. Corn; Sovereign Right to EV’s; Green Fertilizer Dreams

AMLO Spits on U.S. Corn If there were any doubts in the U.S. government about Mexico’s intent about GMO corn, President Andrés Manuel López Obrador cleared up their unwarranted confusion. He said Mexico could not buy GMO corn because there is no evidence it is safe. In a Tru...

farm-inputs

Fertilizer: No Room for Error

There are a lot of uncertainties in the market and ranging from the political like the war, to the mundane such as weather. One variable front and center is fertilizer. It is both essential to crop production, and an environmental externality. The goal of reducing its use has come squarely conf...

farm-inputs

Fertilizer Crisis

Fortunately, Hurricane Ian did not adversely impact Florida’s production of phosphate for crop production, but nitrogen remains a major supply concern. This is especially true in Europe where limited natural gas supplies will be focused on winter heating needs and maintaining industrial o...

farm-inputs

South America’s Fertilizer Situation

Rabobank reports that fertilizer supplies will improve in 2023 with downward pressure on phosphate and potash prices, but nitrogen may see a 20-30 percent price hike. This is an important competitiveness factor for agricultural exporters. North and South America both have abundant supplies of p...

farm-inputs

Green Food Crisis; Geopolitical Collusion

Green Food Crisis Regardless of the war in Ukraine and a global food price shock, the EU is moving forward with its plan to cut by half the use of “risky” pesticides by 2030. The goal is to replace them with “safe and sustainable alternatives.” For some, it looks like ad...

farm-inputs

War on Energy and Food

While the price of Brent crude is up 12 percent since Friday, fertilizer has increased 33 percent. Fertilizer values are priced to energy but now seem to be outpacing it. Crop nutrients have been hit by a trifecta of higher energy input costs, soaring demand and low supplies. Agricultural commo...

farm-inputs

Feast or Famine

The COVID supply chain meltdown created anxiety over the availability of agricultural inputs. This compelled many operators to look forward and lock in their needs for 2023, often at elevated prices. This buy-high insurance marker has been met with ammonia prices that have now fallen by 50 perc...

farm-inputs

Similarities of Farming and Manufacturing

Debate around the reauthorization of the U.S. farm bill is focused on the legislation’s two major functions, domestic food assistance and farm price supports. The former involves Republicans trying to reduce the most generous portions of what amounts to 81 percent of farm bill spending, a...

feed-grains wheat farm-inputs

Black Sea Grain Initiative: One and Done?

The uncertainty that Russia’s invasion has brought to agricultural markets continues. Roughly 32.9 MMT of grain has been exported from Ukraine since the Black Sea Grain Initiative (BSGI) began in July 2022. Russia refused to extend it Monday, siting the continued sanctions that target Rus...

farm-inputs

Green Deal Strategies

It has been a year since the EU released its plan for halving the use of pesticide and slashing fertilizer use and the debate over it is evolving. The farming lobby has stiffened its spine with the Dutch government backing away from some of its strident demands, and now agriculture members of t...

farm-inputs

Climate Change and Farm Bill

During the farm bill reauthorization this year, farmers want to protect their support programs including crop insurance. By contrast, environmentalists want to see a stronger emphasis on conservation. American Farmland Trust is an organization focused on preserving farms, farmland and promoting...

farm-inputs

USA Land Use Changes

The acres used for crops in the U.S. peaked in 1981 when farm income was low and farmers tried to make up for it by expanding production. The acres used for crops in 2022 was 14.7 percent fewer and the share of cropland successfully harvested had risen slightly to 85 percent.  While the n...

feed-grains farm-inputs

AMLO Spits on U.S. Corn; Sovereign Right to EV’s; Green Fertilizer Dreams

AMLO Spits on U.S. Corn If there were any doubts in the U.S. government about Mexico’s intent about GMO corn, President Andrés Manuel López Obrador cleared up their unwarranted confusion. He said Mexico could not buy GMO corn because there is no evidence it is safe. In a Tru...

farm-inputs

Fertilizer: No Room for Error

There are a lot of uncertainties in the market and ranging from the political like the war, to the mundane such as weather. One variable front and center is fertilizer. It is both essential to crop production, and an environmental externality. The goal of reducing its use has come squarely conf...

farm-inputs

Fertilizer Crisis

Fortunately, Hurricane Ian did not adversely impact Florida’s production of phosphate for crop production, but nitrogen remains a major supply concern. This is especially true in Europe where limited natural gas supplies will be focused on winter heating needs and maintaining industrial o...

farm-inputs

South America’s Fertilizer Situation

Rabobank reports that fertilizer supplies will improve in 2023 with downward pressure on phosphate and potash prices, but nitrogen may see a 20-30 percent price hike. This is an important competitiveness factor for agricultural exporters. North and South America both have abundant supplies of p...

farm-inputs

Green Food Crisis; Geopolitical Collusion

Green Food Crisis Regardless of the war in Ukraine and a global food price shock, the EU is moving forward with its plan to cut by half the use of “risky” pesticides by 2030. The goal is to replace them with “safe and sustainable alternatives.” For some, it looks like ad...

farm-inputs

War on Energy and Food

While the price of Brent crude is up 12 percent since Friday, fertilizer has increased 33 percent. Fertilizer values are priced to energy but now seem to be outpacing it. Crop nutrients have been hit by a trifecta of higher energy input costs, soaring demand and low supplies. Agricultural commo...

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