Good news for feed supplies

The latest Farm to Fork: The Innovators Podcast episode dives into innovations around food traceability and FSMA 204 with FDA Angela Fields, one of the authors of the Food Safety Modernization Act. This episode is a great resource for January 2026 FSMA 204 compliance as well as best practices from who is executing traceability and the benefits. Listen on your favorite player or here.

The commodity markets have been executing at mostly high levels as of late especially proteins. The value of the choice boxed beef cutout last week did decline for the first time since early May and by the largest amount in over three (think Allen Iverson) months. We're talking about the beef game here....not practice. The chicken markets remained resilient last week while the feed markets traded near multi-year lows.

So what's the deal with feed prices? The USDA made some adjustments to plantings late last month lowering soybean and wheat acreage and increasing corn. The USDA also increased wheat yield and harvest projections for various classes of wheat earlier this month. And the markets have generally reacted downward to this stream of news. Corn and soybean supplies with the new crop are expected to improve as the chart shows below. And this is really good news for protein and dairy producers for 2025.

Want to learn how Datum FS can help you anticipate commodity volatility? Learn more at DatumFS.com or direct message me. Thanks for reading