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NMPF’S Bjerga On Agriculture And Ukraine’s Humanitarian Crisis

NMPF Senior Vice President of Communications Alan Bjerga discusses the widening humanitarian crisis in Ukraine and Eastern Europe on RFD-TV. NMPF’s Board of Directors last week moved to ask federal policymakers to expand all forms of domestic energy production to ease expected price spikes for farmers; meanwhile, the Board also encouraged NMPF to seek out ways dairy producers can offer humanitarian and agricultural assistance to Ukrainians, which is expected to be both a short- and longer-term effort.

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USDA Feb Crop Report a WIN for Soybeans + 1 Year Trade Truce Extension

Video: USDA Feb Crop Report a WIN for Soybeans + 1 Year Trade Truce Extension


USDA took Trumps comments that China would buy more U.S. soybeans seriously and headline news that the U.S./China trade truce would be extended when Trump/Xi meet in the first week of April was a BIG WIN for soybeans this week! 2026 “Mini” U.S. ethanol boom thanks to 45Z + China’s ban of phosphates from Feb. – August of 2026 will not help lower fertilizer prices anytime soon! 30 mmt of Chinese corn harvest is of poor quality and maybe a technical breakout in wheat futures.

*Apologies! Where we talk about the latest CFTC update as of 10th Feb 2026, managed money funds covered their net short position in canola to the tune of +42,746 week-on-week to flip to net long 145 contracts and not (as we mistakenly said) +90,009 wk/wk to 47,408.