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Friday, Sep 25
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The Daily Dirt · 2026-09-17-morning

The Daily Dirt — Morning Edition

Overnight recovery signals in equipment and cover crops, but climate policy rollback and Big Food regen-ag skepticism cloud the outlook.

The bottom line
  • Cover crops expand field windows in conservation operations, giving some farmers wider field access this harvest.
  • Ag equipment market shows cautious recovery as used-equipment prices stabilize and buyers return with renewed strategies.
  • Big Food faces hard questions: Civil Eats launches investigation into whether Mars, Nestlé, and ADM can deliver on regenerative agriculture promises.
  • Trump administration's EPA climate rule repeal for power plants moves forward, prompting NRDC litigation.
  • Farm household budgets strained as expenses have doubled over 20 years, raising stakes around succession and profitability.
  • Commodity traders watching interest rate moves this week for signals on corn and soybean pricing.
  • Farm Progress Show kicks into high gear as harvest operations accelerate across the Corn Belt.

Overnight into this morning, the farm economy is sending mixed signals. Some areas are stabilizing, but major questions loom around climate policy and whether Big Food can back up its regenerative agriculture talk with real commitments.

Recovery is showing in unlikely places. After years of downturn, the ag equipment market is finding ground as buyers return with measured strategies and used-equipment prices level out. That matters for farmers trying to stretch capital, though equipment consolidation remains a structural problem.

On soil and field operations, farmers practicing long-term cover crop use are seeing payoff: wider fieldwork windows that let them get into fields sooner, according to Practical Farmers of Iowa data. That’s concrete evidence that conservation practices aren’t just good for soil health—they shift the economics of the season.

The regen ag story is getting sharper scrutiny. Civil Eats is launching a three-part investigation into whether Mars, Nestlé, and ADM can actually deliver on regenerative agriculture promises beyond the marketing. That’s critical coverage; too many corporate pledges to regen ag have meant little in practice.

Climate policy is tightening the squeeze. The EPA’s Trump administration repeal of carbon emissions standards for power plants is moving forward, with NRDC announcing litigation. That rollback affects energy costs and climate trajectory, both critical for farm economics.

On the commodity side, traders are watching whether interest rate moves this week will ripple through corn and soybean pricing. Fed uncertainty is adding another layer of unpredictability for farmers locking in costs now.

The structural pressure on farm viability continues to build. Farm household expenses have more than doubled over 20 years, according to Farm Progress analysis. That cost spiral is why succession planning, debt management, and finding profit in operations like soil-first farming matter so much.

What to watch: Fed decision later this week on interest rates; harvest conditions across the Corn Belt; and whether Civil Eats’ regenerative agriculture investigation surfaces patterns of corporate greenwashing.

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