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Discussion (112 Comments)Read Original on HackerNews
If you can, you’re rotating beans and corn every year. (“Roundup ready” of course)
Wheat is on the marginal drier land. Not that they couldn’t plant wheat there but beans are way more profitable and so they don’t.
The plains is by definition more arid, marginal land a step up from pasture/grazing.
A lot of traditional wheat/sunflower/barley/oats has gone over to beans and corn bc roundup and GMO.
On my family’s farm I don’t remember the last time we had wheat crop but that was our staple for like 50 years.
It depends on what you mean by "beans". The Palouse agricultural region is famously one of the highest yielding wheat and legume producing regions in North America.
If the closure persists then no doubt other sources can ramp up to fill the void, but it's going to be too late for this season. Some Asian farmers are not bothering with their rice crops wince the rise on fertilizer (urea) cost has meant they'd be losing money.
Fuel prices are also impacting imported produce prices.
For supplemental fertilizer you buy though you are correct.
"a severe drought in the U.S. Plains has curbed production of hard red winter wheat, the largest variety grown in the U.S... The USDA projected U.S. wheat production in the 2026/27 season at 1.561 billion bushels, down from 1.985 billion in 2025/26, as a severe drought in the U.S. Plains was likely to slash the hard red winter wheat crop by 25% from a year earlier."
"The USDA rated just 28% of the U.S. winter wheat crop in good-to-excellent condition in a weekly crop conditions report on Monday, the lowest rating for this point in the growing season in four years."
This was mentioned in the very first sentence, it's the very first attribution of falling wheat harvest.
Yes Hormuz and rising oil costs are also a factor, a secondary one since they are impacting spring wheat planting decisions as you mention.
But there's a very weird underlying sentiment on HN where many people seem to directly or indirectly jump whenever they can to downplay the existence of climate change. Sometimes, they are emboldened by articles like this which intentionally use misleading headlines.
You're completely right, though, that in this instance, soy beans were mostly focused on because of consumer trends and less fertilizer need. Wheat is just an expensive crop right now. Also, soybeans would actually be less resilient to drought which furthers your point re: the article headline.
So lower fertilizer demand, and healthier produce, could be a net positive.
Kind of like an oil shortage is driving an increase in EVs and renewable energy.
Finally waking up the US that oil dependence is a National Security issue that renewables are possible solution for. That renewables aren't the 'woke' enemy, but a valid technical option.
So, maybe a net positive.
Even worse, oil dependence is a competitive liability --- not an advantage.
AI is energy intensive. And more expensive, carbon based based energy is a competitive disadvantage.
A competitive disadvantage in AI is an economic issue --- which ultimately translates into a National Security issue.
China leadership understands this. USA leadership is clueless.
It's not the drought per se, it's input costs. Farmers are favouring crops that need less nitrogen and potassium.
Commodities have responded accordingly.
A year ago China stopped buying soybeans from the US is seems ("China Bought $12.6 Billion in U.S. Soybeans Last Year. Now, It’s $0." - https://www.nytimes.com/2025/09/25/business/china-soybean-sa...), was that resumed, or who are all these new soybeans going to? Is it all for national use instead of export?
The US also uses a lot of soy beans internally. Prices are down, but farmers are still selling soybeans and with careful management are making money.
And to stop misinformation in its tracks:
> A March 2021 meta-analysis published in Reproductive Toxicology concluded that neither soy protein nor isoflavone intake significantly affects reproductive hormone levels in men. Analyzing data from 41 studies and 1,753 participants, the researchers found no statistically significant effects on testosterone or estrogen regardless of intake dose or duration.
so Gemini says, link - https://pubmed.ncbi.nlm.nih.gov/33383165/
But make no mistake, it has caused problems for farmers.
The report from my small hometown farmers is that everything, except for beef, is down right now while the prices of inputs like fertilizer are high. Some of the farmers in my hometown have already sold their land to megacorp farmers in response because they simply can't survive.
But who? Compared to 2024, 2025 had almost half soybean exports it seems (https://www.fas.usda.gov/data/commodities/soybeans), I'm guessing most of the difference was China basically stopped buying soybeans.
But it's a huge difference, yet production seems to be ramping up? I don't understand why they'd do that when the exports are going down?
The website's domain was created 3 months ago (site doesn't even have any entries in the wayback machine) and supposedly pulls from USDA AMS data but when I looked at reports[1][2] I didn't see double prices compared to last year.
Some prices even looked lower? But it was hard to make comparisons because of report structure and data disparity.
[1] CA Hay: https://mymarketnews.ams.usda.gov/viewReport/2904
[2] CO Hay: https://mymarketnews.ams.usda.gov/viewReport/2905
Thanks for sharing!
I hope the “riots” are in the form of voting.
"The Dictator's Handbook: Why Bad Behavior is Almost Always Good Politics" (Bruce Bueno de Mesquita, Alastair Smith)
https://www.amazon.com/Dictators-Handbook-Behavior-Almost-Po...
The CGP Grey youtube short is an entertaining summary of the books subjects:
https://www.youtube.com/watch?v=rStL7niR7gs
>in the form of voting.
The current US representatives were voted into, out-of, and back into power.
It is interesting, but will likely remain stable. =3
Doesn't escape despotism cycles, and just makes a country a worse place to live.
Historically, without respect for people you disagree with, it only gets worse for everyone. This lesson was simply forgotten by many. =3
https://www.youtube.com/watch?v=WdVB-R6Duso
Are there different grades of soybean?
The most common use is crush the beans, and collect the oil feeding the rest to pigs. If you read the ingredients at the grocery store, soy bean oil comes up a lot. Soy bean oil is also often used in diesel engines after processing.
Not just technically. It is a relatively common food. A fair bit of it is crushed (i.e. turned into cooking oil). But it is also a product used in a number of processed foods, tofu, etc. Granted, it does seem to be eaten less commonly in the USA, but is more often used in Asian cuisines.
> Are there different grades of soybean?
All crops have different grades. Poor weather conditions is the most likely reason for a downgrade.
E.g.
https://www.canr.msu.edu/news/considerations_for_raising_irr...
https://extensionpubs.unl.edu/publication/ec731/2009/pdf/vie...
https://ucanr.edu/blog/uc-small-grains-blog/article/irrigati...
https://www.canr.msu.edu/news/considerations_for_raising_irr...
https://waterquality.colostate.edu/documents/factsheets/0055...
edit: cloud seeding too.
Let's take Kansas... the largest producer of wheat in the US. https://www.statista.com/statistics/190376/top-us-states-in-...
Kansas wheat crop down 38% from last year https://youtu.be/QjrhAXzEGDc
Kansas cannot run on desalination plants ... there's no salt water. The gulf coast of Texas is 1000 miles away.
While aquifers do regenerate (Groundwater levels in the Kansas High Plains aquifer see first overall increase since 2019 https://kgs.ku.edu/news/article/groundwater-levels-in-the-ka... ) I'm going to point out that news article has seven years of declines previously.
The aquifer that Kansas draws upon is the Ogallala Aquifer ( https://en.wikipedia.org/wiki/Ogallala_Aquifer ) and you can see the rate of depletion at https://www.climate.gov/news-features/featured-images/nation... - there are spots in Kansas where the groundwater dropped by 150 feet from before it was tapped with deep wells to 2015.
Yes, most of the earth is covered by water. Getting that water to Kansas and Nebraska and North Dakota, however, is a problem.
In fact, this is the only remaining way I know of to more or less 'homestead' federal land in a way that results in a permanent deed. The rest of the homesteading type stuff was revoked back in like the 70s or 80s.
[] https://en.wikipedia.org/wiki/Desert_Land_Act
There are only 3 countries that do: Bahamas, Maldives, and Malta.
Other countries that depend heavily, but not completely: Qatar, Kuwait, UAE.
Desalination uses far more power than AI ever would.
This is where capitalism drives humanity off a cliff.
There are countries in middle east like UAE, Saudi arabia etc. which rely on desalination but they are relying it for the clean drinking water, not for the food generation. They import almost 90% of their food iirc.
The amount of energy required to desalinate all water and the environmental impacts to get that energy would literally be quite catastrophic and I am not even sure if it would be even feasible and food prices would literally skyrocket or food would simply be produced even more less by magnitudes of order.
https://www.fas.usda.gov/data/commodities/forage-and-hay
https://wits.worldbank.org/trade/comtrade/en/country/QAT/yea...
20% of the remaining global supply comes from Iran, which has its own issues of drought and war.
https://en.wikipedia.org/wiki/Ogallala_Aquifer
The closure of the Strait of Hormuz is another big factor here as fertilizer prices have massively gone up. Diesel is more expensive too. Many crops this planting season (in the northern hemisphere) haven't been fertilized like they would normally and it's too late now so that will absolutely impact food prices later this year. The Global South will be disproportionately affected.
Lastly, the continued Russia-Ukraine war continues to impact Ukraine's wheat crops. Ukraine is (or was?) often called the "bread basket of Europe" because it was such a significant wheat grower and exporter.
We (the world) are genuinely going to have much more expensive food prices later this year and, in some places, there will be genuine famine.
The data comes from USDA's WASDE report which is released every month, between the 8th and 12th. There is no "timing," and people were talking about the expect wheat harvest this season for weeks ahead of Tue's report anyway
The "when" of media coverage is just as important as the "what" and the "when" here is while the president is currently in China. If you want to think that's irrelevant, that's a choice I guess.
If this was meant to manipulate Trump into specific behavior, it is a masterful long play seeing as how this report is published in roughly the same way for over 50 years.
From what your saying it sounds more about Tariffs