While fundamental market factors remain supportive of cattle prices, external factors have begun to lean bearish.

The USDA estimates farmers intend to plant 95.3 million acres of corn, down from the latest 2025 figures, but revisions are possible.

The recent price strength has not been due to a shortage of milk.

The U.S. Dollar Index’s sharp drop in the past year may not boost exports on its own.

Two variables could cause sorghum supplies to increase from the USDA’s March 31 Planting Intentions report.

Unless China’s purchases of U.S. soybeans exceed 25 million metric tons in 2026/27, prices will lean neutral.

Though profitability across the hog sector remains resilient, disciplined margin management is still crucial.

The last comparable cycle occurred in the 2010s.

With many older walnut orchards in the Central Valley being removed, growers may wonder whether it makes sense to replant.

Both upside and downside price risk related to the Iran conflict will remain in Q2.

Although the 2025 grape crush was the smallest since 1999, it still exceeded market expectations.