Title claims "due to plains drought" but the article text largely attributes this to increased planting of soy for its lower fertilizer requirements (related to Strait of Hormuz).
> Wheat isn’t grown in the same places that beans grow.
It depends on what you mean by "beans". The Palouse agricultural region is famously one of the highest yielding wheat and legume producing regions in North America.
At many of these publications the editor chooses the title, not the author. They know full well that most people will read the headline but not the article.
Fertilizer is pretty fungible and is a global market, so even if the US is primarily supplied by Canada, and overall global demand remained constant, prices would go up since there will be supply reduction due to the Hormuz strait being closed.
A lot of crops need nitrogen. What has been impacted by Trump's Iran war is the supply of Urea through the Straight of Hormuz.
If the closure persists then no doubt other sources can ramp up to fill the void, but it's going to be too late for this season. Some Asian farmers are not bothering with their rice crops wince the rise on fertilizer (urea) cost has meant they'd be losing money.
Fuel prices are also impacting imported produce prices.
Yes. Despite what others have said, yes. But, in general, because of the current global dynamics, fertilizer is more expensive wherever you're going to be getting it from. It just doesn't help that the US has picked a trade war with all allies at the same time, while also engaging in real wars that disrupt global supply chains of critical resources.
Yes, the amount of change the world has experienced over the last 16/48 has been pretty dramatic. And the perception of the US external to he US has changed proportionally. I'd like to think the trend won't persist for the full 48, but I also did not expect quite so much in the first 16/48.
The US does have potash mines for example around Carlsbad New Mexico. But these cover only a percentage of domestic need. Perhaps they could be scaled up not sure.
Nitrogen is pulled out of the air which is free but the process requires hydrogen which is acquired from disassembled methane, the price of which is a significant contributor.
Pedantically, most of it is manufactured by biological processes in the soil. Soy Beans are really good at this which is why it is planted so much (the food value is secondary, but enough to give it the edge over alternatives)
For supplemental fertilizer you buy though you are correct.
You are wrong and the drought attribution is correct: Winter wheat is the dominant variety in the U.S. and is (and is projected to be further) down due to drought.
"a severe drought in the U.S. Plains has curbed production of hard red winter wheat, the largest variety grown in the U.S... The USDA projected U.S. wheat production in the 2026/27 season at 1.561 billion bushels, down from 1.985 billion in 2025/26, as a severe drought in the U.S. Plains was likely to slash the hard red winter wheat crop by 25% from a year earlier."
"The USDA rated just 28% of the U.S. winter wheat crop in good-to-excellent condition in a weekly crop conditions report on Monday, the lowest rating for this point in the growing season in four years."
This was mentioned in the very first sentence, it's the very first attribution of falling wheat harvest.
Yes Hormuz and rising oil costs are also a factor, a secondary one since they are impacting spring wheat planting decisions as you mention.
But there's a very weird underlying sentiment on HN where many people seem to directly or indirectly jump whenever they can to downplay the existence of climate change. Sometimes, they are emboldened by articles like this which intentionally use misleading headlines.
You're completely right, though, that in this instance, soy beans were mostly focused on because of consumer trends and less fertilizer need. Wheat is just an expensive crop right now. Also, soybeans would actually be less resilient to drought which furthers your point re: the article headline.
So lower fertilizer demand, and healthier produce, could be a net positive.
Kind of like an oil shortage is driving an increase in EVs and renewable energy.
Finally waking up the US that oil dependence is a National Security issue that renewables are possible solution for. That renewables aren't the 'woke' enemy, but a valid technical option.
A year ago China stopped buying soybeans from the US is seems ("China Bought $12.6 Billion in U.S. Soybeans Last Year. Now, It’s $0." - https://www.nytimes.com/2025/09/25/business/china-soybean-sa...), was that resumed, or who are all these new soybeans going to? Is it all for national use instead of export?
When China buys from someone else (Brazil - nobody else has significant soy bean surplus) that means whoever was buying from that someone else now needs to go to the US.
The US also uses a lot of soy beans internally. Prices are down, but farmers are still selling soybeans and with careful management are making money.
I don't think international trade is so stable that any shift would imply equal and opposite shifts in trade. For example it looks like Brazil's production is up 5% while China's overall usage may be down 6%.
Soybeans are a pretty stellar food for protein per calorie.
And to stop misinformation in its tracks:
> A March 2021 meta-analysis published in Reproductive Toxicology concluded that neither soy protein nor isoflavone intake significantly affects reproductive hormone levels in men. Analyzing data from 41 studies and 1,753 participants, the researchers found no statistically significant effects on testosterone or estrogen regardless of intake dose or duration.
I expect other nations are still consuming US soybeans. China stopped because it was particularly negatively targeted by US tariff policy.
But make no mistake, it has caused problems for farmers.
The report from my small hometown farmers is that everything, except for beef, is down right now while the prices of inputs like fertilizer are high. Some of the farmers in my hometown have already sold their land to megacorp farmers in response because they simply can't survive.
> I expect other nations are still consuming US soybeans
But who? Compared to 2024, 2025 had almost half soybean exports it seems (https://www.fas.usda.gov/data/commodities/soybeans), I'm guessing most of the difference was China basically stopped buying soybeans.
But it's a huge difference, yet production seems to be ramping up? I don't understand why they'd do that when the exports are going down?
I don't think it's ramping up [1]. Production is pretty static.
And the chart you linked appears that exports for non-china countries is basically static.
Were I to guess what's going on, but we'll see when the 2026 data comes in, is that soy farmers are likely storing a good portion of their bean harvest. Some will still have contracts that keep them farming. I suspect that many have switched over to other crops.
> I suspect that many have switched over to other crops.
On the margins. However most farmers consider their soil health and long term plans. All good farmers (especially the mega corps) will intentionally plant most crops not based on what they expect out of the market next year, but what their soil needs. Most fields will not produce well if you don't consider what was grown on it last year and in turn what you want to produce next year. A few fields (millions of acres worth, but still only a few) there are options and those will adjust, but for the vast majority you have to follow a long term plan or your soil will fail and bankrupt you long term. Even the fields that do have options, it is just this year, and next they will have to return to a long term plan with no option. That where I live you have go [corn, corn, soybeans] or [corn, soybeans, corn], but [corn, corn, corn] is not an option. (I'm not aware of anyone doing two years of soybeans but maybe it happens)
> Most fields will not produce well if you don't consider what was grown on it last year and in turn what you want to produce next year.
I've never worked at a megacorp farm, but my observation is that the majority of farmers aren't thinking like this. Granted it might be different because the crops around me which are most commonly grown are wheat, barley, and hay. IDK the effects of soybeans/corn on soil and it's possible they have a much more pronounced effect. For wheat, barley, hay, most the farmers I know will plant it YoY and use fertilizer to counteract soil deficiencies.
Crop rotation, AFAIK, is mostly employed to reduce the need for fertilizer.
It definitely is a problem because farmers tend to over-fertilize which can cause nasty problems the runoff water.
I also expect this will likely become something a lot more farmers start to practice as fertilizer prices spike.
There's a risk of food prices increasing across the board and shortages in poorer countries if fertilizer exports stay restricted, or in other words increased demand for soybeans in the later half of 2026.
One of the wild things about farming is that crop storage works a lot better than what you can do at home. They have it down to an exact science, the temperature, humidity, etc of the crop in question and how long it can be stored for.
On reddit, some farmers have cited 1 to 1 and 1/2 years of storage. [1]
I suspect that a large portion of these soybeans will be stored with the hope that the market gets better in the future (I've never farmed soybeans. We did wheat and hay). Potatoes and apples are the same way.
For Potatoes, they'll measure for hotspots throughout the year to make sure there's not rotting going on in the core, but assuming that doesn't happen, they can be stored for a very long time in giant potato piles. Hay is weird. Fermentation is actually a desirable thing because it releases nutrients (and the cows LOVE it). It makes storage super easy. I've had multi-year old hay bales that we've fed to cows.
China has a tendency to shift to self-reliance or importing from more pliable neighborswhenever they execute policies like that. So even if they’re buying again, I highly doubt it is at the same rate it once was
My fault: last weekend I told my wife during a discussion of climate change "hey, at least we don't have to worry that the rains won't come and the crops will fail."
The website's domain was created 3 months ago (site doesn't even have any entries in the wayback machine) and supposedly pulls from USDA AMS data but when I looked at reports[1][2] I didn't see double prices compared to last year.
Some prices even looked lower? But it was hard to make comparisons because of report structure and data disparity.
I've always wondered why we consider it ok when an illegitimate, unjust, or unhinged government uses violence, but not when people on the right side of history? Like yeah don't go smash up small businesses and murder innocent bystanders. But if Trump refuses to leave at the end of his term, I hope someone has the courage to use minimum required violence to remove him.
You can eat soybeans, though, which are seeing record production thanks to it supplanting what is affectionately known in agriculture circles as poverty grass.
There's some cosmic irony that this is happening when the people who came up with the derogatory term "soy boys" are in office, but I'm too depressed to laugh about it.
Perhaps someone in the industry can chime in, but I had read that the soybeans that the US primarily grows and previously sold to China were used for pig feed. In my mind I pictured it like "cow corn" -- humans technically can eat it, but it's chewy and not very good.
There are different grades with different properties. However very few are consumed by humans. When sold for humans it is called edamame.
The most common use is crush the beans, and collect the oil feeding the rest to pigs. If you read the ingredients at the grocery store, soy bean oil comes up a lot. Soy bean oil is also often used in diesel engines after processing.
You can also buy dry soy beans. They're not popular human food not because they taste bad or are hard to eat, but because they take so damn long to cook. However, stick them in an Instant Pot for an hour, and you can walk away while they cook.
They're mild, a little nutty, but also a little waxier in texture than most beans (similar to edamame in that way, but closer to other beans than edamame when they're cooked from dried).
I still haven't found a great use for them other than as a slightly weird substitute for other beans, because there's not a lot of recipes around for them (because they historically took like 3 hours to cook), but I personally enjoy them just fine.
My wife couldn't understand why I didn't care for edamame. After 40+ years on this planet I finally figured out that I really struggle to digest soy protein. They sneak that stuff in everywhere, but I do my best to avoid it.
Yes, the modern food landscape is a horrific catastrophe for anyone with serious dietary restrictions. It's actually disgusting how many things i used to eat have gone the way of soy/sorbitol and completely fucked their product just to pinch pennies. It happens to something i like about 3 or 4 times a year. They sneak those things in and i am unsuspectingly poisoned for weeks. It's one of the things about the modern world i despise the most. I'd trade the modern food choice for that of the 1800s just to be able to eat any of it. And the sysco-ification of all local restaurants is just as bad if not worse. Sysco doesn't give a Fuck about the quality, they'll put as much filler and fake shit as they can cram in and then the restaurants i can trust grows smaller and smaller every year. I'd have to be rich to be able to eat out! It didn't used to be like this >:(
Edamame is limited to special varieties that are harvested before ripening, which isn't the soybeans those supplanting wheat will be growing. You're probably thinking of tofu, natto, or something in that vein.
> humans technically can eat it, but it's chewy and not very good.
Not just technically. It is a relatively common food. A fair bit of it is crushed (i.e. turned into cooking oil). But it is also a product used in a number of processed foods, tofu, etc. Granted, it does seem to be eaten less commonly in the USA, but is more often used in Asian cuisines.
> Are there different grades of soybean?
All crops have different grades. Poor weather conditions is the most likely reason for a downgrade.
Largely not. Data center people aren't idiots. They site their projects in places with water and power, or if not power then at least gas. I don't think you'd be able to point out a project that actually exists and is competing for a scarce local water resource.
Data centers don't use much water on the scale of things. The numbers look big in isolation, but most people have no idea how much water a country really needs and isolating the numbers makes data centers look bad.
But aren't they trying to build data centers outside of smaller localities, where they do exist somewhat in isolation? Water cannot just be transported thousands of miles, water itself exists in isolated pockets. Straining the water resources of towns is a problem! You can't just say "the US is big so if you look at the maximum possible widest numbers, it looks small". You have to look at the actual human impact. I think data centers look bad because of the human impacts that I've seen, not some highly abstracted spreadsheet.
Water is a locally isolated resource, but again these guys aren't dumb. Nearly all of the water impacts from data centers that I have seen in the news are imaginary. Most actual large-scale facilities have been built in places where water is so abundant it constitutes a natural hazard. In other places, the data centers exist alongside other much larger water consumers, which in my mind tends to absolve them. For example, one of the most objectionable (IMHO) data center sites is Phoenix, but all of the data centers in the area use something like 1% of the water evaporated by the local nuclear power station, not to mention golf courses and agriculture, so it seems weird to complain about the data centers.
Wheat, being basically worthless, is predominantly not irrigated. A data center that draws water from a river or aquifer is not a rival to wheat, which relies on rain. When farmers have invested in irrigation they largely grow something else that's worth actual money.
It seems like most significant agriculture extension programs have advice for irrigating wheat, so presumably someone is doing it, even if it isn't common. If drought is reducing yields significantly I wonder if the amount is going to start growing.
we live in a closed greenhouse system, the water just doesn't just disappear and most of the Earth is covered in it. Plenty of countries completely rely on desalination already, I think we'll be fine. I'm much more concerned about everyone becoming a moron from using AI.
Kansas cannot run on desalination plants ... there's no salt water. The gulf coast of Texas is 1000 miles away.
While aquifers do regenerate (Groundwater levels in the Kansas High Plains aquifer see first overall increase since 2019 https://kgs.ku.edu/news/article/groundwater-levels-in-the-ka... ) I'm going to point out that news article has seven years of declines previously.
The problem is that aquifers are really cool natural filters, and only refill as fast as groundwater moves through the soil. So they're a finite resource. Instead of depleting them, people who want to farm in deserts should probably start desalinating or whatever themselves instead of assuming subsequent generations will do it.
The government made it literally the only way to claim much of the land out west[]. They require that you come up with an agricultural land including plan for watering crops on that acreage in order to claim the land. And you're required to execute the plan to get the deed.
In fact, this is the only remaining way I know of to more or less 'homestead' federal land in a way that results in a permanent deed. The rest of the homesteading type stuff was revoked back in like the 70s or 80s.
AFAIK it's been available since the 1870s but after the 20s they clamped down a lot harder on ensuring you were actually irrigating it and had agricultural plans.
I'm not sure if the BLM has relaxed their discretion under Trump.
Do you think laws go away just because they're old?
The Colorado River compact came into effect in 1922 and I'm almost surprised literal fist fights haven't erupted over it during the modern negotiations.
and desalination is so efficient/cheap at scale already that it barely affects water prices in those countries (less than 10% already, further shrinking every year as methods improve)
Desalination isn't really much of an option for deeper inland and much higher than sea level areas. Tell me, which ocean is Dodge City KS going to pull from?
This is by far the dumbest post in this thread by a mile. It's funny saying AI will make people dumber when you've obviously don't understand this issue in the first place. Food security is human security. When you take a huge percentage of a countries grow able land out because it stops raining then food proces go up, often dramatically.
Desalination uses far more power than AI ever would.
Plants require a ton of desalinated water and Animals who eat plants as such require desalinated water too.
There are countries in middle east like UAE, Saudi arabia etc. which rely on desalination but they are relying it for the clean drinking water, not for the food generation. They import almost 90% of their food iirc.
The amount of energy required to desalinate all water and the environmental impacts to get that energy would literally be quite catastrophic and I am not even sure if it would be even feasible and food prices would literally skyrocket or food would simply be produced even more less by magnitudes of order.
Alfalfa/hay uses so much water that cultivation of it is banned in Saudi Arabia. They import large amounts from the US - basically we're exporting water.
The energy required to transport water from the coast to our major agricultural areas would be astronomical, and the resulting brine waste would create its own environmental crisis. If we get to a point where we're forced to bypass natural water cycles entirely, our native ecologies will have already collapsed. At that point, we'll be trying to engineer our way out of a total ecological apocalypse as masses starve in bread lines.
If you enjoy pistachios, eat eat them this year, because you wont see them next year. California produces 70% of global supply and an indian summer this year ruined the crop. Many farmers aren't even planning to harvest.
20% of the remaining global supply comes from Iran, which has its own issues of drought and war.
This is about China. The timing of this article coming out during the Trump-China summit is no accident. The article beat around the bush (pun intended) that the real issue here is that China stopped buying (or seriously cut back) US agricultural products (particularly soy) because of tariffs imposed on China last year that got to over 100% at one point. China now buys significantly more soy from Argentina instead.
The closure of the Strait of Hormuz is another big factor here as fertilizer prices have massively gone up. Diesel is more expensive too. Many crops this planting season (in the northern hemisphere) haven't been fertilized like they would normally and it's too late now so that will absolutely impact food prices later this year. The Global South will be disproportionately affected.
Lastly, the continued Russia-Ukraine war continues to impact Ukraine's wheat crops. Ukraine is (or was?) often called the "bread basket of Europe" because it was such a significant wheat grower and exporter.
We (the world) are genuinely going to have much more expensive food prices later this year and, in some places, there will be genuine famine.
IDK how many people in China are laser focused on agweb.com for their geopolitical negotiations.
The data comes from USDA's WASDE report which is released every month, between the 8th and 12th. There is no "timing," and people were talking about the expect wheat harvest this season for weeks ahead of Tue's report anyway
Chinese citizens aren't the target audience. The US administration is. This article is basically saying "please, Mr President, get China to buy more of our agricultural goods".
The "when" of media coverage is just as important as the "what" and the "when" here is while the president is currently in China. If you want to think that's irrelevant, that's a choice I guess.
I'm 45, grew up on a farm and I have childhood memories of my dad looking forward to the crop reports because those would have such an enormous effect on market prices.
If this was meant to manipulate Trump into specific behavior, it is a masterful long play seeing as how this report is published in roughly the same way for over 50 years.
We're not reading the crop report. We're reading an article written using the crop report. Those are two very different things.
I'm honestly scratching my head over here because this is bordering on being deliberately obtuse. Chinese purchases of US agricultural products is a high-level plank of any US-China trade deal and a very likely agenda item on any trade summit.
This also isn't new. What do you think trade agreements are, exactly? My favorite example is a US trade dispute with Australian wheat producers in the 2000s. US wheat is subsidized. Australian wheat basically isn't but is still cheaper. So, to avoid WTO repercussions, the US said Australian wheat was a biohazard risk and that's why it couldn't be imported.
This dispute was ultimately resolved as part of a wider agreement that created a new visa (E3) specifically for Australians wanting to work in the US.
Tariffs too are a tool of and a bargaining chip in trade agreements.
Title claims "due to plains drought" but the article text largely attributes this to increased planting of soy for its lower fertilizer requirements (related to Strait of Hormuz).
Wheat isn’t grown in the same places that beans grow.
If you can, you’re rotating beans and corn every year. (“Roundup ready” of course)
Wheat is on the marginal drier land. Not that they couldn’t plant wheat there but beans are way more profitable and so they don’t.
The plains is by definition more arid, marginal land a step up from pasture/grazing.
A lot of traditional wheat/sunflower/barley/oats has gone over to beans and corn bc roundup and GMO.
On my family’s farm I don’t remember the last time we had wheat crop but that was our staple for like 50 years.
Whean and soybeans are often grown on the same land. Your 1st and 5th sentences seem to contradict eachother, I might not be understanding.
> Wheat isn’t grown in the same places that beans grow.
It depends on what you mean by "beans". The Palouse agricultural region is famously one of the highest yielding wheat and legume producing regions in North America.
At many of these publications the editor chooses the title, not the author. They know full well that most people will read the headline but not the article.
Has the USA's potash supply been reduced due to strained relations with Canada? They are our top supplier, by far.
Fertilizer is pretty fungible and is a global market, so even if the US is primarily supplied by Canada, and overall global demand remained constant, prices would go up since there will be supply reduction due to the Hormuz strait being closed.
A lot of crops need nitrogen. What has been impacted by Trump's Iran war is the supply of Urea through the Straight of Hormuz.
If the closure persists then no doubt other sources can ramp up to fill the void, but it's going to be too late for this season. Some Asian farmers are not bothering with their rice crops wince the rise on fertilizer (urea) cost has meant they'd be losing money.
Fuel prices are also impacting imported produce prices.
Yes. Despite what others have said, yes. But, in general, because of the current global dynamics, fertilizer is more expensive wherever you're going to be getting it from. It just doesn't help that the US has picked a trade war with all allies at the same time, while also engaging in real wars that disrupt global supply chains of critical resources.
It shocks me when I realize it's only been 16/48 of his term. We still have 2/3rds to go.
Yes, the amount of change the world has experienced over the last 16/48 has been pretty dramatic. And the perception of the US external to he US has changed proportionally. I'd like to think the trend won't persist for the full 48, but I also did not expect quite so much in the first 16/48.
Are you forgetting the nitrogen? :)
The US produces most of their own nitrogen, but the same is not true of potash.
The US does have potash mines for example around Carlsbad New Mexico. But these cover only a percentage of domestic need. Perhaps they could be scaled up not sure.
Also famously near Moab, Utah.
The US provides a lot of its own supply there.
Nitrogen is pulled out of the air which is free but the process requires hydrogen which is acquired from disassembled methane, the price of which is a significant contributor.
It's the nitrogen fertilizer almost all of which is manufactured from methane + air.
Pedantically, most of it is manufactured by biological processes in the soil. Soy Beans are really good at this which is why it is planted so much (the food value is secondary, but enough to give it the edge over alternatives)
For supplemental fertilizer you buy though you are correct.
You are wrong and the drought attribution is correct: Winter wheat is the dominant variety in the U.S. and is (and is projected to be further) down due to drought.
"a severe drought in the U.S. Plains has curbed production of hard red winter wheat, the largest variety grown in the U.S... The USDA projected U.S. wheat production in the 2026/27 season at 1.561 billion bushels, down from 1.985 billion in 2025/26, as a severe drought in the U.S. Plains was likely to slash the hard red winter wheat crop by 25% from a year earlier."
"The USDA rated just 28% of the U.S. winter wheat crop in good-to-excellent condition in a weekly crop conditions report on Monday, the lowest rating for this point in the growing season in four years."
This was mentioned in the very first sentence, it's the very first attribution of falling wheat harvest.
Yes Hormuz and rising oil costs are also a factor, a secondary one since they are impacting spring wheat planting decisions as you mention.
Agreed.
But there's a very weird underlying sentiment on HN where many people seem to directly or indirectly jump whenever they can to downplay the existence of climate change. Sometimes, they are emboldened by articles like this which intentionally use misleading headlines.
You're completely right, though, that in this instance, soy beans were mostly focused on because of consumer trends and less fertilizer need. Wheat is just an expensive crop right now. Also, soybeans would actually be less resilient to drought which furthers your point re: the article headline.
Maybe a positive. Soy Beans are more healthy.
So lower fertilizer demand, and healthier produce, could be a net positive.
Kind of like an oil shortage is driving an increase in EVs and renewable energy.
Finally waking up the US that oil dependence is a National Security issue that renewables are possible solution for. That renewables aren't the 'woke' enemy, but a valid technical option.
So, maybe a net positive.
Finally waking up the US that oil dependence is a National Security issue
Even worse, oil dependence is a competitive liability --- not an advantage.
AI is energy intensive. And more expensive, carbon based based energy is a competitive disadvantage.
A competitive disadvantage in AI is an economic issue --- which ultimately translates into a National Security issue.
China leadership understands this. USA leadership is clueless.
We're in an energy crunch, and Republicans think it is a good idea to cancel wind farms because they ruin the view.
> growers expanded plantings of soybeans, which require less fertilizer than grains like corn and wheat
It's not the drought per se, it's input costs. Farmers are favouring crops that need less nitrogen and potassium.
Commodities have responded accordingly.
They all need diesel to run the equipment as well, which is also approaching all time highs.
> growers expanded plantings of soybeans
A year ago China stopped buying soybeans from the US is seems ("China Bought $12.6 Billion in U.S. Soybeans Last Year. Now, It’s $0." - https://www.nytimes.com/2025/09/25/business/china-soybean-sa...), was that resumed, or who are all these new soybeans going to? Is it all for national use instead of export?
When China buys from someone else (Brazil - nobody else has significant soy bean surplus) that means whoever was buying from that someone else now needs to go to the US.
The US also uses a lot of soy beans internally. Prices are down, but farmers are still selling soybeans and with careful management are making money.
I don't think international trade is so stable that any shift would imply equal and opposite shifts in trade. For example it looks like Brazil's production is up 5% while China's overall usage may be down 6%.
Soybeans are a pretty stellar food for protein per calorie.
And to stop misinformation in its tracks:
> A March 2021 meta-analysis published in Reproductive Toxicology concluded that neither soy protein nor isoflavone intake significantly affects reproductive hormone levels in men. Analyzing data from 41 studies and 1,753 participants, the researchers found no statistically significant effects on testosterone or estrogen regardless of intake dose or duration.
so Gemini says, link - https://pubmed.ncbi.nlm.nih.gov/33383165/
I expect other nations are still consuming US soybeans. China stopped because it was particularly negatively targeted by US tariff policy.
But make no mistake, it has caused problems for farmers.
The report from my small hometown farmers is that everything, except for beef, is down right now while the prices of inputs like fertilizer are high. Some of the farmers in my hometown have already sold their land to megacorp farmers in response because they simply can't survive.
> I expect other nations are still consuming US soybeans
But who? Compared to 2024, 2025 had almost half soybean exports it seems (https://www.fas.usda.gov/data/commodities/soybeans), I'm guessing most of the difference was China basically stopped buying soybeans.
But it's a huge difference, yet production seems to be ramping up? I don't understand why they'd do that when the exports are going down?
I don't think it's ramping up [1]. Production is pretty static.
And the chart you linked appears that exports for non-china countries is basically static.
Were I to guess what's going on, but we'll see when the 2026 data comes in, is that soy farmers are likely storing a good portion of their bean harvest. Some will still have contracts that keep them farming. I suspect that many have switched over to other crops.
[1] https://www.fas.usda.gov/data/production/2222000
> I suspect that many have switched over to other crops.
On the margins. However most farmers consider their soil health and long term plans. All good farmers (especially the mega corps) will intentionally plant most crops not based on what they expect out of the market next year, but what their soil needs. Most fields will not produce well if you don't consider what was grown on it last year and in turn what you want to produce next year. A few fields (millions of acres worth, but still only a few) there are options and those will adjust, but for the vast majority you have to follow a long term plan or your soil will fail and bankrupt you long term. Even the fields that do have options, it is just this year, and next they will have to return to a long term plan with no option. That where I live you have go [corn, corn, soybeans] or [corn, soybeans, corn], but [corn, corn, corn] is not an option. (I'm not aware of anyone doing two years of soybeans but maybe it happens)
> Most fields will not produce well if you don't consider what was grown on it last year and in turn what you want to produce next year.
I've never worked at a megacorp farm, but my observation is that the majority of farmers aren't thinking like this. Granted it might be different because the crops around me which are most commonly grown are wheat, barley, and hay. IDK the effects of soybeans/corn on soil and it's possible they have a much more pronounced effect. For wheat, barley, hay, most the farmers I know will plant it YoY and use fertilizer to counteract soil deficiencies.
Crop rotation, AFAIK, is mostly employed to reduce the need for fertilizer.
It definitely is a problem because farmers tend to over-fertilize which can cause nasty problems the runoff water.
I also expect this will likely become something a lot more farmers start to practice as fertilizer prices spike.
There's a risk of food prices increasing across the board and shortages in poorer countries if fertilizer exports stay restricted, or in other words increased demand for soybeans in the later half of 2026.
It wouldn't surprise me, at all, if the soybeans rotted away with no consumers.
One of the wild things about farming is that crop storage works a lot better than what you can do at home. They have it down to an exact science, the temperature, humidity, etc of the crop in question and how long it can be stored for.
On reddit, some farmers have cited 1 to 1 and 1/2 years of storage. [1]
I suspect that a large portion of these soybeans will be stored with the hope that the market gets better in the future (I've never farmed soybeans. We did wheat and hay). Potatoes and apples are the same way.
For Potatoes, they'll measure for hotspots throughout the year to make sure there's not rotting going on in the core, but assuming that doesn't happen, they can be stored for a very long time in giant potato piles. Hay is weird. Fermentation is actually a desirable thing because it releases nutrients (and the cows LOVE it). It makes storage super easy. I've had multi-year old hay bales that we've fed to cows.
[1] https://www.reddit.com/r/farming/comments/113t3nx/how_long_c...
China has a tendency to shift to self-reliance or importing from more pliable neighborswhenever they execute policies like that. So even if they’re buying again, I highly doubt it is at the same rate it once was
My fault: last weekend I told my wife during a discussion of climate change "hey, at least we don't have to worry that the rains won't come and the crops will fail."
Western hay prices are as much as double what they were last year for feed: https://www.reddit.com/r/homestead/comments/1ta64d0/breaking...
I'd take that source with a grain of salt.
The website's domain was created 3 months ago (site doesn't even have any entries in the wayback machine) and supposedly pulls from USDA AMS data but when I looked at reports[1][2] I didn't see double prices compared to last year.
Some prices even looked lower? But it was hard to make comparisons because of report structure and data disparity.
[1] CA Hay: https://mymarketnews.ams.usda.gov/viewReport/2904
[2] CO Hay: https://mymarketnews.ams.usda.gov/viewReport/2905
From the hay prices I’ve seen recently as a consumer, they’re up by like 20-30%, but not double.
When I read this thread, "Interstellar" immediately comes to mind.
Thanks for sharing!
“Dictators stay in power until there are food riots” is what every sociologist I know tells me.
I hope the “riots” are in the form of voting.
This book discuses why regimes are stable. Notably starving disconnected illiterate peoples rarely change things without military cooperation.
"The Dictator's Handbook: Why Bad Behavior is Almost Always Good Politics" (Bruce Bueno de Mesquita, Alastair Smith)
https://www.amazon.com/Dictators-Handbook-Behavior-Almost-Po...
The CGP Grey youtube short is an entertaining summary of the books subjects:
https://www.youtube.com/watch?v=rStL7niR7gs
>in the form of voting.
The current US representatives were voted into, out-of, and back into power.
It is interesting, but will likely remain stable. =3
I've always wondered why we consider it ok when an illegitimate, unjust, or unhinged government uses violence, but not when people on the right side of history? Like yeah don't go smash up small businesses and murder innocent bystanders. But if Trump refuses to leave at the end of his term, I hope someone has the courage to use minimum required violence to remove him.
>violence
Doesn't escape despotism cycles, and just makes a country a worse place to live.
Historically, without respect for people you disagree with, it only gets worse for everyone. This lesson was simply forgotten by many. =3
https://www.youtube.com/watch?v=WdVB-R6Duso
Same region all the new data centers are being built. Unfortunately, humans can't eat data like they can wheat.
DNA is technically data, right?
You can eat soybeans, though, which are seeing record production thanks to it supplanting what is affectionately known in agriculture circles as poverty grass.
There's some cosmic irony that this is happening when the people who came up with the derogatory term "soy boys" are in office, but I'm too depressed to laugh about it.
Perhaps someone in the industry can chime in, but I had read that the soybeans that the US primarily grows and previously sold to China were used for pig feed. In my mind I pictured it like "cow corn" -- humans technically can eat it, but it's chewy and not very good.
Are there different grades of soybean?
There are different grades with different properties. However very few are consumed by humans. When sold for humans it is called edamame.
The most common use is crush the beans, and collect the oil feeding the rest to pigs. If you read the ingredients at the grocery store, soy bean oil comes up a lot. Soy bean oil is also often used in diesel engines after processing.
You can also buy dry soy beans. They're not popular human food not because they taste bad or are hard to eat, but because they take so damn long to cook. However, stick them in an Instant Pot for an hour, and you can walk away while they cook.
They're mild, a little nutty, but also a little waxier in texture than most beans (similar to edamame in that way, but closer to other beans than edamame when they're cooked from dried).
I still haven't found a great use for them other than as a slightly weird substitute for other beans, because there's not a lot of recipes around for them (because they historically took like 3 hours to cook), but I personally enjoy them just fine.
> When sold for humans it is called edamame.
or tofu, soy sauce, miso, natto, tianmianjiang, a thousand other things made from soybeans
all of them are heavily processed and don't look like soy beans. (not everything heavily processed is unhealthy)
i don't think tofu is heavily processed...
Thanks.
Natto still looks like soybeans when they arrive on your plate. They are fermented, but calling that heavily processed seems like a stretch.
My wife couldn't understand why I didn't care for edamame. After 40+ years on this planet I finally figured out that I really struggle to digest soy protein. They sneak that stuff in everywhere, but I do my best to avoid it.
Yes, the modern food landscape is a horrific catastrophe for anyone with serious dietary restrictions. It's actually disgusting how many things i used to eat have gone the way of soy/sorbitol and completely fucked their product just to pinch pennies. It happens to something i like about 3 or 4 times a year. They sneak those things in and i am unsuspectingly poisoned for weeks. It's one of the things about the modern world i despise the most. I'd trade the modern food choice for that of the 1800s just to be able to eat any of it. And the sysco-ification of all local restaurants is just as bad if not worse. Sysco doesn't give a Fuck about the quality, they'll put as much filler and fake shit as they can cram in and then the restaurants i can trust grows smaller and smaller every year. I'd have to be rich to be able to eat out! It didn't used to be like this >:(
> When sold for humans it is called edamame.
Edamame is limited to special varieties that are harvested before ripening, which isn't the soybeans those supplanting wheat will be growing. You're probably thinking of tofu, natto, or something in that vein.
Most of those things don't look like soy beans. (then again almost nobody is eating unprocessed wheat either)
Steak doesn't look like a cow either.
I would appreciate tofu being cheaper than pork again.
It is...? H-mart + Wegmans has tofu at ~$2.5 for a 400g block. The cheapest bulk pork is at $2.6, but most portions / cuts sell at $4.
> humans technically can eat it, but it's chewy and not very good.
Not just technically. It is a relatively common food. A fair bit of it is crushed (i.e. turned into cooking oil). But it is also a product used in a number of processed foods, tofu, etc. Granted, it does seem to be eaten less commonly in the USA, but is more often used in Asian cuisines.
> Are there different grades of soybean?
All crops have different grades. Poor weather conditions is the most likely reason for a downgrade.
This doesn't have anything to do with data centres.
"All the new data centers" are being built everywhere.
They are planned everywhere, if they are actually being built is a different story
Largely not. Data center people aren't idiots. They site their projects in places with water and power, or if not power then at least gas. I don't think you'd be able to point out a project that actually exists and is competing for a scarce local water resource.
Data centers don't use much water on the scale of things. The numbers look big in isolation, but most people have no idea how much water a country really needs and isolating the numbers makes data centers look bad.
But aren't they trying to build data centers outside of smaller localities, where they do exist somewhat in isolation? Water cannot just be transported thousands of miles, water itself exists in isolated pockets. Straining the water resources of towns is a problem! You can't just say "the US is big so if you look at the maximum possible widest numbers, it looks small". You have to look at the actual human impact. I think data centers look bad because of the human impacts that I've seen, not some highly abstracted spreadsheet.
Water is a locally isolated resource, but again these guys aren't dumb. Nearly all of the water impacts from data centers that I have seen in the news are imaginary. Most actual large-scale facilities have been built in places where water is so abundant it constitutes a natural hazard. In other places, the data centers exist alongside other much larger water consumers, which in my mind tends to absolve them. For example, one of the most objectionable (IMHO) data center sites is Phoenix, but all of the data centers in the area use something like 1% of the water evaporated by the local nuclear power station, not to mention golf courses and agriculture, so it seems weird to complain about the data centers.
Absolutely. It's tiring to squeeze all the facts into every post, though.
Wheat, being basically worthless, is predominantly not irrigated. A data center that draws water from a river or aquifer is not a rival to wheat, which relies on rain. When farmers have invested in irrigation they largely grow something else that's worth actual money.
It will only get worse for the next generation as the aquafers are continuing to be depleted.
Yes - but at current rates, it won't take anything like an actual generation to get substantially worse.
Is anyone actually irrigating wheat??
It seems like most significant agriculture extension programs have advice for irrigating wheat, so presumably someone is doing it, even if it isn't common. If drought is reducing yields significantly I wonder if the amount is going to start growing.
E.g.
https://www.canr.msu.edu/news/considerations_for_raising_irr...
https://extensionpubs.unl.edu/publication/ec731/2009/pdf/vie...
https://ucanr.edu/blog/uc-small-grains-blog/article/irrigati...
https://www.canr.msu.edu/news/considerations_for_raising_irr...
https://waterquality.colostate.edu/documents/factsheets/0055...
No.
we live in a closed greenhouse system, the water just doesn't just disappear and most of the Earth is covered in it. Plenty of countries completely rely on desalination already, I think we'll be fine. I'm much more concerned about everyone becoming a moron from using AI.
edit: cloud seeding too.
> Plenty of countries completely rely on desalination already
Let's take Kansas... the largest producer of wheat in the US. https://www.statista.com/statistics/190376/top-us-states-in-...
Kansas wheat crop down 38% from last year https://youtu.be/QjrhAXzEGDc
Kansas cannot run on desalination plants ... there's no salt water. The gulf coast of Texas is 1000 miles away.
While aquifers do regenerate (Groundwater levels in the Kansas High Plains aquifer see first overall increase since 2019 https://kgs.ku.edu/news/article/groundwater-levels-in-the-ka... ) I'm going to point out that news article has seven years of declines previously.
The aquifer that Kansas draws upon is the Ogallala Aquifer ( https://en.wikipedia.org/wiki/Ogallala_Aquifer ) and you can see the rate of depletion at https://www.climate.gov/news-features/featured-images/nation... - there are spots in Kansas where the groundwater dropped by 150 feet from before it was tapped with deep wells to 2015.
Yes, most of the earth is covered by water. Getting that water to Kansas and Nebraska and North Dakota, however, is a problem.
The problem is that aquifers are really cool natural filters, and only refill as fast as groundwater moves through the soil. So they're a finite resource. Instead of depleting them, people who want to farm in deserts should probably start desalinating or whatever themselves instead of assuming subsequent generations will do it.
The government made it literally the only way to claim much of the land out west[]. They require that you come up with an agricultural land including plan for watering crops on that acreage in order to claim the land. And you're required to execute the plan to get the deed.
In fact, this is the only remaining way I know of to more or less 'homestead' federal land in a way that results in a permanent deed. The rest of the homesteading type stuff was revoked back in like the 70s or 80s.
[] https://en.wikipedia.org/wiki/Desert_Land_Act
Is this relevant in 2026? Are people still claiming land via the 1877 Desert Land Act?
Yet it's still active. As a pure anecdote, I know of someone doing it right now.
https://www.blm.gov/sites/default/files/Desert%20Land%20Entr...
Is this an opportunity that opened up with this administration? Or has the BLM been quietly processing these for the last century?
AFAIK it's been available since the 1870s but after the 20s they clamped down a lot harder on ensuring you were actually irrigating it and had agricultural plans.
I'm not sure if the BLM has relaxed their discretion under Trump.
Do you think laws go away just because they're old?
The Colorado River compact came into effect in 1922 and I'm almost surprised literal fist fights haven't erupted over it during the modern negotiations.
> Plenty of countries completely rely on desalination already
There are only 3 countries that do: Bahamas, Maldives, and Malta.
Other countries that depend heavily, but not completely: Qatar, Kuwait, UAE.
and desalination is so efficient/cheap at scale already that it barely affects water prices in those countries (less than 10% already, further shrinking every year as methods improve)
Desalination isn't really much of an option for deeper inland and much higher than sea level areas. Tell me, which ocean is Dodge City KS going to pull from?
Global warming will bring the sea to them
Dodge City is at ~1,500ft ASL.
If the ocean is anywhere near there, Tulsa OK would be under some 800 feet of ocean.
The Great Lakes will have also been flooded by the oceans, as they top out at ~600ft ASL.
This is by far the dumbest post in this thread by a mile. It's funny saying AI will make people dumber when you've obviously don't understand this issue in the first place. Food security is human security. When you take a huge percentage of a countries grow able land out because it stops raining then food proces go up, often dramatically.
Desalination uses far more power than AI ever would.
And if we wait until large scale desalination becomes profitable, it will be too late to respond quickly without massive upheaval and deaths.
This is where capitalism drives humanity off a cliff.
Plants require a ton of desalinated water and Animals who eat plants as such require desalinated water too.
There are countries in middle east like UAE, Saudi arabia etc. which rely on desalination but they are relying it for the clean drinking water, not for the food generation. They import almost 90% of their food iirc.
The amount of energy required to desalinate all water and the environmental impacts to get that energy would literally be quite catastrophic and I am not even sure if it would be even feasible and food prices would literally skyrocket or food would simply be produced even more less by magnitudes of order.
The middle east tends to import hay and food for their livestock from other countries rather than growing it locally.
https://www.fas.usda.gov/data/commodities/forage-and-hay
https://wits.worldbank.org/trade/comtrade/en/country/QAT/yea...
Alfalfa/hay uses so much water that cultivation of it is banned in Saudi Arabia. They import large amounts from the US - basically we're exporting water.
The energy required to transport water from the coast to our major agricultural areas would be astronomical, and the resulting brine waste would create its own environmental crisis. If we get to a point where we're forced to bypass natural water cycles entirely, our native ecologies will have already collapsed. At that point, we'll be trying to engineer our way out of a total ecological apocalypse as masses starve in bread lines.
If you enjoy pistachios, eat eat them this year, because you wont see them next year. California produces 70% of global supply and an indian summer this year ruined the crop. Many farmers aren't even planning to harvest.
20% of the remaining global supply comes from Iran, which has its own issues of drought and war.
Why do we have a drought USDA?
Farmers have been pumping water out of the Ogallala Aquifer far faster than the aquifer has been absorbing rainwater.
https://en.wikipedia.org/wiki/Ogallala_Aquifer
Well if we dont test for it, then is there really a drought???
Little to no rain.
This is about China. The timing of this article coming out during the Trump-China summit is no accident. The article beat around the bush (pun intended) that the real issue here is that China stopped buying (or seriously cut back) US agricultural products (particularly soy) because of tariffs imposed on China last year that got to over 100% at one point. China now buys significantly more soy from Argentina instead.
The closure of the Strait of Hormuz is another big factor here as fertilizer prices have massively gone up. Diesel is more expensive too. Many crops this planting season (in the northern hemisphere) haven't been fertilized like they would normally and it's too late now so that will absolutely impact food prices later this year. The Global South will be disproportionately affected.
Lastly, the continued Russia-Ukraine war continues to impact Ukraine's wheat crops. Ukraine is (or was?) often called the "bread basket of Europe" because it was such a significant wheat grower and exporter.
We (the world) are genuinely going to have much more expensive food prices later this year and, in some places, there will be genuine famine.
IDK how many people in China are laser focused on agweb.com for their geopolitical negotiations.
The data comes from USDA's WASDE report which is released every month, between the 8th and 12th. There is no "timing," and people were talking about the expect wheat harvest this season for weeks ahead of Tue's report anyway
Chinese citizens aren't the target audience. The US administration is. This article is basically saying "please, Mr President, get China to buy more of our agricultural goods".
The "when" of media coverage is just as important as the "what" and the "when" here is while the president is currently in China. If you want to think that's irrelevant, that's a choice I guess.
I'm 45, grew up on a farm and I have childhood memories of my dad looking forward to the crop reports because those would have such an enormous effect on market prices.
If this was meant to manipulate Trump into specific behavior, it is a masterful long play seeing as how this report is published in roughly the same way for over 50 years.
We're not reading the crop report. We're reading an article written using the crop report. Those are two very different things.
I'm honestly scratching my head over here because this is bordering on being deliberately obtuse. Chinese purchases of US agricultural products is a high-level plank of any US-China trade deal and a very likely agenda item on any trade summit.
This also isn't new. What do you think trade agreements are, exactly? My favorite example is a US trade dispute with Australian wheat producers in the 2000s. US wheat is subsidized. Australian wheat basically isn't but is still cheaper. So, to avoid WTO repercussions, the US said Australian wheat was a biohazard risk and that's why it couldn't be imported.
This dispute was ultimately resolved as part of a wider agreement that created a new visa (E3) specifically for Australians wanting to work in the US.
Tariffs too are a tool of and a bargaining chip in trade agreements.
You are mostly correct, but note that China has resumed buying US soy beans in the past few months.
> This is about China.
From what your saying it sounds more about Tariffs