DAILY AG NEWS for 10/29/2025

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All Ag, All Day is the nation's only full-time farm radio station with studios in Floydada and Nashville, TN (www.AllAgNews.com)

USTR Opens Section 301 Investigation Into China Compliance
WASHINGTON, D.C. – The U.S. Trade Representative (USTR) has launched a Section 301 investigation into whether China has failed to honor its commitments under the 2020 “Phase One” trade agreement. The review will assess Beijing’s follow-through on reforms in agriculture, intellectual property, technology transfer, and financial services — areas central to the deal’s original intent.

USTR Jamieson Greer said the move underscores President Trump’s determination to “hold China to its commitments” and protect American farmers, ranchers, and manufacturers. The probe will also examine the impact of any non-compliance on U.S. commerce and whether additional enforcement steps are justified.

The Phase One agreement sought to expand Chinese purchases of U.S. goods and reduce non-tariff barriers, but officials say Beijing’s follow-through has lagged despite years of engagement. USTR will accept public comments and hold a hearing as part of the process.

Farm-Level Takeaway: The review signals renewed scrutiny of China’s agricultural trade pledges and could reshape farm export opportunities depending on its outcome.
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Southeast Asia Trade Deals Expand U.S. Farm Access
WASHINGTON, D.C. – Two new trade pacts with Malaysia and Cambodia are poised to boost U.S. agricultural exports, creating fresh market openings for everything from rice and ethanol to poultry and pork. The agreements mark another step in the Trump administration’s reciprocal trade push, aimed at reducing tariffs and streamlining barriers across Southeast Asia.

Malaysia’s deal grants preferential access for U.S. farm goods — including dairy, horticulture, pork, poultry, and processed foods — while committing to accept U.S. sanitary certificates and simplify halal and facility registrations. Cambodia goes further, eliminating tariffs on 100% of U.S. industrial and agricultural imports, giving American grains, oilseeds, and meats full tariff-free entry for the first time. Both countries pledged to address non-tariff barriers and to align their standards with U.S. regulations.

Agricultural analysts say the deals could strengthen farm incomes in export-heavy regions like the Midwest, Delta, and Pacific Northwest, while supporting new trade channels for ethanol, soymeal, and livestock products. Faster access to halal-compliant markets also benefits U.S. poultry and beef producers seeking reliable export growth beyond China and Mexico.

Farm-Level Takeaway: The Malaysia and Cambodia trade pacts unlock tariff-free and preferential lanes for key U.S. farm goods, expanding long-term demand in Southeast Asia.
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U.S. Grain Export Inspections Fall Sharply from Last Week
NASHVILLE, TN – U.S. grain export inspections dropped to 2.55 million metric tons for the week ending October 23, 2025 — down about 25 percent from the previous week and well below the same week a year ago, according to USDA’s Federal Grain Inspection Service.

Corn remained the top mover at 1.19 million tons, a decline from 1.32 million the prior week, though cumulative shipments since September 1 are now 10.5 million tons — well ahead of last year’s pace. Soybeans saw the steepest week-to-week drop, falling to 1.06 million tons versus 1.59 million the week before and less than half the 2.63 million recorded during the same week in 2024. Wheat exports totaled 259,000 tons, about half of last week’s volume.

By destination, key soybean buyers included Egypt, Mexico, Germany, Italy, and several Southeast Asian markets, including Vietnam, Thailand, and Indonesia. Corn shipments moved primarily through the Mississippi River system, with Mexico, Colombia, and Spain leading destinations.

So far this marketing year, total grain exports inspected stand at 28.9 million metric tons, up about 5 percent from last year’s pace. However, analysts note the slowdown reflects both seasonal logistics and market uncertainty tied to trade negotiations with Canada, China, and Brazil.

Farm-Level Takeaway: Export volumes remain positive year-to-date, but weaker soybean loadings and slowing wheat movement hint at early bottlenecks in global demand or river logistics. Farmers should watch basis levels and freight conditions as export competition heats up.
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U.S. and Japan Sign Technology Deal with Ripple Effects for Ag Supply Chains
TOKYO, JAPAN – A new “Technology Prosperity Deal” signed Tuesday between the United States and Japan underscores not only a shared push for leadership in AI, quantum science, and biotechnology — but also carries potential downstream impacts for U.S. agriculture and rural economies. The memorandum, signed in Tokyo, strengthens research collaboration and supply-chain resilience across critical technologies that underpin modern industry, from semiconductors and telecommunications to biotech and energy.

For rural America, the most direct benefits may emerge from strengthened cooperation among biotechnology, pharmaceutical, and data infrastructure. The agreement commits both countries to secure biomanufacturing supply chains and enhance intellectual property protection — moves that could improve access to agricultural inputs such as veterinary medicines, crop biostimulants, and biological pest controls. Improved connectivity through expanded 5G and quantum network projects also positions rural broadband upgrades and precision-agriculture systems for faster adoption.

Analysts note that Japan’s ongoing commitment to U.S. soybeans and feed grains remains aligned with these developments. As Japan modernizes its bio- and food-tech capacity under the deal, U.S. exporters could see stronger demand for consistent, traceable commodity streams — particularly for livestock feed, food processing, and renewable fuels.

Farm-Level Takeaway: The U.S.–Japan tech pact signals long-term investment in bio-innovation, connectivity, and secure supply chains — all of which can strengthen rural manufacturing, ag exports, and digital infrastructure critical to the next generation of farm productivity.

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