David Widmar

Agricultural Economist

[David Widmar @davidwidmar]

1. Last week we looked at the @USDA's latest farm income estimates.
(full post: https://t.co/rl3gppmNHh)

[Morgan Housel @morganhousel]

Optimist: The world's best book store.

Pessimist: The world's worst library.

[Travis Carlstrom @neagbanker]

https://t.co/ScxcOg3fod

[Erin Anderson @BRNAgNews_Erin]

.@AgEconomists says volatility in the #energy market could have a significant impact on farmers' bottom line in 2026.

Full story and interview below @brownfield #agnews
https://t.co/PHoWO7rduN

[David Widmar @davidwidmar]

@drbrock37 @openingprint I’m never sure what price farmers end up paying - the price when loaded onto the ship or prevailing prices when farmers ask for a price quote.

Agree on next year- especially if natural gas prices (and shipping cost) are high

[David Widmar @davidwidmar]

44% of US urea imports happen between March and May.

Also relevant:
— Around 1/3 of US urea is imported.
— Urea accounts for 25% of US fertilizer usage.

[Agricultural Economic Insights @AgEconomists]

How do NH3, Urea & UAN imports shift through the year? 📊 Our chart shows the seasonality of U.S. nitrogen imports, crucial amid current market risks. Dive into the data: https://t.co/lU3YgVsuRE #AgTrends #Fertilizer

[David Widmar @davidwidmar]

@BenBrownMU Or, the Dunning-Kruger effect?

[David Widmar @davidwidmar]

Just a few years ago, it would have been hard to imagine that 1) US corn exports would exceed 3b bu and 2) China wouldn’t be significantly buying.

[Agricultural Economic Insights @AgEconomists]

U.S. corn exports are projected to hit 3.3B bushels in 2025/26! 🌽 Who’s buying? Our new series starts with a look at key trade partners. See the chart & read more: https://t.co/83TJICwtlm #AgTrends #CornExports

[Naval @naval]

The human brain isn’t designed to process all of the world’s breaking emergencies in realtime.

[Mark Cuban @mcuban]

There are generally 2 types of LLM users, those that use it to learn everything , and those that use it so they don’t have to learn anything.

[David Widmar @davidwidmar]

Farm managers spend a lot of time focused on the cost on the left, but fixed costs on the right are also large AND are highly variable across farms (especially equipment expense).

In the long run, cost advantages are more likely to be found within the fixed cost structure.

[Agricultural Economic Insights @AgEconomists]

Corn production costs vary widely! 🌽 Equipment and rent can be up to 45% and 40% higher than average. Benchmark your expenses and find savings with our latest insights: https://t.co/zQCfzlrGVV #AgTrends

[David Widmar @davidwidmar]

Optimism =/= resolve.

Getting through difficult times/conditions requires both.

[Farm Futures @FarmFutures]

Tips for farmers to quickly regain profitability
Ag Marketing IQ In Depth: Economist David Widmar uses lessons from POW Jim Stockdale on grounding optimism in resolve to suggest a solid plan for farmers navigating a tough economy.

https://t.co/A4OVkQPBtW

[Agricultural Economic Insights @AgEconomists]

It’s no secret that crop producers are facing a margin squeeze. The Stockdale Paradox warns us to never confuse optimism and resolve. For many agricultural producers in 2026, the “brutal facts about your current reality” can’t be overlooked.

https://t.co/nDGtyFFtVI

[David Widmar @davidwidmar]

https://t.co/LFS5PsQUIt

[David Widmar @davidwidmar]

How much of the global crop stocks does China hold? One of the topics covered in my recent interview with @AgBullMedia

https://t.co/sv686XyHeP

[David Widmar @davidwidmar]

Talked with Tommy at @AgBullMedia today about:
- corn acres moving west
- the corn–soy “factory” expansion
- median farm income confusion
- the scale of solar on farmland
- breaking news about a proposed $10B farm aid package.

@AgEconomists

https://t.co/cJ1NKqfsgR

[David Widmar @davidwidmar]

"Acreage trends often unfold like the frog in a pot of water—hard to notice in the moment, but consequential over time."

Join us next week (10/8) as we unpack corn and soybean acreage trends and what 2026 might have in store.

https://t.co/nDVPyKTpGk

@AgEconomists

[David Widmar @davidwidmar]

The bumper 2025 corn crop isn't evenly distributed across the U.S.

Better data = better decisions.
@AgEconomists

[Jonathan Zettler 🇨🇦 @FieldwalkerAg]

@rgstone1 I have a good interview with @davidwidmar I could share with you on this topic, we recorded it in late winter/early spring.

[David Widmar @davidwidmar]

Indiana Farmland Values and Cash Rents Higher in 2025

https://t.co/o4Z5Dq5V19