'Tariffs break trust': How Trump's trade policy is putting pressure on U.S. farmers
Portfolio Pulse from
The latest round of tariffs imposed by the Trump administration is creating significant challenges for US farmers, particularly soybean and corn producers. With crop prices declining and production costs rising, farmers are facing potential business sustainability issues. The tariffs have already caused lasting damage to US agricultural export markets, especially with China, and may further erode the country's global agricultural market position.
March 18, 2025 | 11:30 am
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NEGATIVE IMPACT
CF Industries may experience reduced fertilizer sales due to farmers' financial constraints caused by new trade tariffs.
Reduced farmer profitability could lead to decreased fertilizer purchases, negatively impacting CF Industries' revenue.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 75
NEGATIVE IMPACT
Deere might experience reduced equipment sales as farmers face financial pressures from tariffs and declining crop prices.
Reduced farmer profitability could lead to decreased agricultural equipment purchases, potentially impacting Deere's sales.
CONFIDENCE 70
IMPORTANCE 65
RELEVANCE 60
NEGATIVE IMPACT
Mosaic, a fertilizer company, could see reduced demand due to farmers' more conservative crop input purchases resulting from tariffs.
Tariffs are likely to reduce farmers' purchasing power, directly impacting fertilizer demand and Mosaic's revenue potential.
CONFIDENCE 85
IMPORTANCE 75
RELEVANCE 80
NEGATIVE IMPACT
Nutrien, a major potash supplier, could see market challenges as tariffs potentially increase fertilizer costs for US farmers.
With over 40% of potash market share and potential tariff-related cost increases, Nutrien's market position could be significantly affected.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 85