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Home News Macro

American Farmers Are Feeling the Pain of Trump’s Policies

by Team Lumida
September 19, 2025
in Macro
Reading Time: 4 mins read
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Key Takeaways

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  • U.S. farmers face a renewed trade shock as tariffs and political tensions have sharply reduced Chinese purchases of U.S. crops—especially soybeans—pressuring prices and farm incomes.
  • The sector is showing rising financial distress (bankruptcies, high debt) and a worsening mental‑health crisis among producers, raising nearer‑term operational and productivity risks.
  • China has filled near‑term needs from Brazil and state reserves, rerouting export flows and benefiting South American exporters and freight corridors at the expense of U.S. ag exports.
  • Policy uncertainty is high: emergency assistance is rolling slowly, USDA capacity has been reduced, and farmers’ political loyalty could shift if relief or trade outcomes lag.
  • Market winners: Brazilian crushers/exporters, certain freight and logistics providers; losers: U.S. growers, regional ag banks, equipment and input suppliers exposed to weaker farm capex and incomes.

What Happened?

A confluence of tariffs, slow Chinese buying and ample domestic stockpiles has left many U.S. farmers holding harvests they expected to export. Chinese importers have largely substituted Brazilian supplies and tapped reserves, removing near‑term demand for U.S. soybeans. At the same time, farm balance sheets are strained—debt levels, small‑farm bankruptcies and requests for emergency assistance are rising—while federal safety nets and USDA support programs show funding and staffing gaps. The human cost is visible in surging calls to agricultural mental‑health hotlines and growing local economic distress.

Why It Matters

The shock lowers revenue across the ag value chain and can compress capex for equipment, inputs and rural services, raising default risk for regional lenders and stress for crop‑insurance programs. Re‑routing of trade to Brazil supports South American exporters and shifts freight flows away from trans‑Pacific lanes, altering logistics demand. Politically, persistent pain in farm country could erode traditional support patterns and push lawmakers toward larger fiscal relief or tariff‑settlement-driven trade deals—either of which would create short‑term winners and losers across ag and industrial sectors. For investors, exposure to farm credit, ag equipment OEMs, fertilizer producers and regional banks requires reassessment of earnings and credit assumptions.

What’s Next

Watch outcomes from the upcoming Trump‑Xi discussions and whether Beijing signals renewed U.S. purchases or tariff relief; monitor USDA booking and export data for soybean cargoes, the pace and scale of emergency assistance disbursements, and developments on a new Farm Bill or targeted relief measures. Track Brazilian harvest/weather risk (a disruption there would tighten global supply and could bring China back to U.S. markets), regional bankruptcy and loan‑performance metrics, and any policy moves that repurpose tariff revenues toward farmer support—each will materially affect prices, export volumes and credit stress in the sector.

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© 2025 Lumida Wealth Management LLC is an SEC registered investment adviser. Privacy Policy. Cookies Policy.
Disclaimer Important Information This site is for informational purposes only. Information presented on this site does not constitute as investment advice.

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture Forms: By submitting your contact information in the forms on this site, you are not obligated to invest in Lumida's product or services.
‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018