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John Deere Bolsters its Low-Profile Specialty Tractor Lineup

 
John Deere announced it has expanded its specialty tractor lineup with the addition of the new 5090EL and 5125ML, and additional updates to the 5100ML and 5115ML Low-Profile Tractors – reaffirming its commitment to the specialty tractor market.
 
The 5090EL features a low stance and is built on the rugged John Deere 5E 4-cylinder tractor platform. With an overall height of only 69 inches and 90 engine horsepower, it fits easily through small doors like those found in poultry houses or horse barns and has plenty of power to pull a variety of implements.
 
A lowered ROPS hinge point and factory-installed horizontal side exhaust on the 5090EL help minimize tractor height. Depending on the application, the 5090EL can be equipped with either R4 industrial or R1 agricultural tires.
 
“A John Deere PowrReverserTM Transmission lets operators change direction without clutching – making the 5090EL very user friendly and ideal for loader work. The built-in versatility these tractors offer make them a great choice to handle common hay and livestock jobs around the farm,” said Justin Cherry, 5E product manager for John Deere.
 
John Deere also strengthened its premium spec 5 Series low-profile tractor lineup by adding the new 5125ML and adding additional options to the 5100ML and 5115ML. “For tree-fruit or -nut growers, 5ML Low-Profile Tractors offer increased hitch-lift capacity and increased cooling capacity that rivals larger utility tractors,” said John Doyle, 5M Tractor product manager for John Deere. “These improvements, combined with precise gear selection and ergonomically placed fender-mounted controls, provide an enhanced operator experience, increased productivity and industry-leading maneuverability.”
 
A John Deere PowerTech TM engine delivers 125 horsepower to easily handle heavy implements and workloads. “The 5125ML is equipped with a John Deere PowrQuad Transmission – previously available only on our larger tractors – so gear changes are push-button easy and require no clutching,” said Doyle.
 
The added options to the 5100ML and 5115ML feature three new transmissions compatible with open center hydraulics and electrohydraulic hitch. John Deere also added integrated technology to make the 5ML tractors smarter too. “Using JDLinkTM telematics, owner/operators can now use their computer or mobile device to remotely locate their tractor to monitor engine hours, maintenance and fuel usage. This is a first for low-profile tractors,” explained Doyle.
 
Source : John Deere

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2025 USDA December Crop Report a “Dud” + Trump $12 Billion U.S. Farm Aid

Video: 2025 USDA December Crop Report a “Dud” + Trump $12 Billion U.S. Farm Aid


The USDA December crop report was friendly corn, neutral soybeans and bearish wheat. The USDA did surprise and increase the 25/26 U.S. corn export forecast to a new record high at 3.2 billion bushels now up 12% vs. last year vs. prior at +9% vs. the export pace to date up 30% the best in 10 years even higher than 20/21! The USDA left the 25/26 U.S. soybean export pace unchanged at 1.635 billion bushels. Higher global wheat supplies will remain a weight and headwind for wheat into year end and start of 2026.
Mexico is now the #1 buyer of U.S. corn, soybeans (usually China), wheat and pork!
USDA also released its long-term early projections but expect more changes by February of 2026.
Trump announces a $12 billion U.S. farmer aid package to be paid out by February 28, 2026. This helps no one but the ag banks, farm equipment companies, seed and fertilizer companies. It does prevent more farmer bushels from being sold near-term but is not bullish grain prices long-term. The Trump administration should focus on increasing U.S. domestic demand and propping up grain futures so farmers can cover their higher costs, up since COVID of 2020.
The China U.S. soybean purchase tracker now stands at 4.521 mmt or 38% of the 12 mmt promised by China at year end or is it end of February or the growing season? Why the discrepancy vs. the fact sheet. The optics are poor for the Trump administration.
After surging to contract highs U.S. natural gas futures plunged over 30+% in just 5-trading days!
Silver traded to new record highs as the debasement and de dollarization trade continued but technicals remain overbought near-term.
Soybean futures remained in correction mode after the funds went record long futures on Nov. 19 +233,000 contracts but the $10.80 support should hold into year end when the fund profit taking/liquidation comes to an end from the year end, end of month and end of quarter selling.
The U.S. Fed cut interest rates for the 3rd time by 25 basis points to a range of 3.50 – 3.75% and they will only cut one more time in 2026 and once in 20267/ but when Powell is gone next April the replacement is willing to cut more aggressively and we could see U.S. interest rates fall to 2.0% very bullish for ag and stocks as it could reignite inflation into 2027.
After 2 months of being drier than normal in Brazil the rains have finally arrived for the 1st half of December, and a record crop is still in the cards but if this pattern continues and verifies it could start to delay the harvest. Argentina after being too wet has turned dry but they are too small, compared top Brazil in the grand picture.
The Canadian dollar surged to $0.73 after better-than-expected employment data with 180,000 new jobs in the past 3-months and 3rd quarter GDP at +2.6% but this could be short-lived.
The latest CFTC report as of 11-19-2025 reported a record long fund position in soybeans at +233,000 contracts when 2026 March soybean futures peaked on 11-19-25 at $11.724/bu.