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North American agribusiness review April 2025

23 April 2025 14:52 RaboResearch
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A market outlook for dairy, cattle, wheat, and other key commodities for the North American market, along with the developments to watch in the coming months.

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North American agribusiness review April 2025 This periodical update provides a market outlook for dairy, cattle, wheat, and other key commodities, and gives an overview of what developments to watch in the upcoming months in North America.

    Economy: A tariff-induced recession? Climate: Elusive moisture may ruin the planting party Logistics: What is global trade? - Consumer: Worsening consumer sentiment jeopardizes what was expected to be a recovery year Cattle: Stronger beef and cattle demand across N. America provides the markets with some resiliency in early 2025 Corn: Can growers capitalize on improved old-crop fundamentals? Dairy: Milk production returns to growth, but tariff risk persists Farm inputs: Breadth of tariffs significant, even after rate reduction Fruits: Citrus prices are under pressure, while avocado prices continue to be strong for larger sizes Pork: Trade disruption begins to weigh on pork values, producers remain cautious Poultry: Chicken markets strengthen into spring, even as production increases Soybeans: SBO exports throw the complex a temporary lifeline Tree nuts: Short-term market fundamentals continue to support prices Vegetables: A smooth transition of the season for leafy greens provides insights of reliable supplies this spring Wheat: A “yes, but” market Cotton/Sweetener: Cheaper dollar and decreased production point to higher prices for 2025/26 crop / Increasing supply

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North American agribusiness review April 2025

Previous editions

NA agribusiness review February 2025
NA agribusiness review October 2024
NA Agribusiness Review August 2024
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