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Episode 13August 26, 2026

0:002:27
BarnX Technology Inc.

BarnX Daily

BarnX Daily

Feed, livestock and market intelligence for operational decisions.

Edition date

August 26, 2026

Coverage window

August 24, 2026 at 4:00 a.m. to August 26, 2026 at 4:00 a.m. PDT (America/Vancouver)

Last verified

August 26, 2026 at 4:00 a.m. PDT (America/Vancouver)

Today in one minute

  1. 01

    U.S. corn rated good to excellent fell three points to 57% as of August 23, while soybean condition slipped one point to 60%; development remained ahead of the five-year pace.

  2. 02

    Manitoba had harvested 4% of major crops by August 24. Early spring-cereal yields ranged from below average to average, making lot-level quality and moisture checks more useful than provincial assumptions.

  3. 03

    USDA reopened the Douglas, Arizona port to Mexican cattle on August 24 under a phased screwworm protocol; every other southern livestock port remains closed.

  4. 04

    U.S. July egg output rose 4% year over year because the layer flock was 4% larger, while production per 100 layers was unchanged.

  5. 05

    Frozen U.S. beef stocks were 4% below a year earlier and chicken stocks were 6% lower, a signal that protein inventories remain comparatively tight despite rising poultry production.

Editor’s view

The common thread is a market moving toward harvest without much room for careless assumptions. U.S. crop development is advanced but condition ratings are weakening, Manitoba’s early harvest is exposing regional yield variability, and animal-protein inventories remain tight even as egg and broiler indicators expand. Feed buyers should separate crop size from usable quality and animal numbers from actual throughput, then protect near-term plans with receiving tests, delivery contingencies and current demand data.

Lead development

Feed grains and crop riskHigh

U.S. corn condition drops three points as harvest approaches

Geography: United States, with implications for North American feed-grain pricing

What changed
USDA rated 57% of the U.S. corn crop good to excellent for the week ended August 23, down from 60% one week earlier and 71% a year earlier. Corn was 86% in dough and 45% dented, both ahead of their five-year averages; 6% was mature. Soybeans were 60% good to excellent, down one point for the week, with 91% setting pods and 6% dropping leaves.
Why it matters
The crop is moving toward harvest faster than normal, but falling condition ratings raise the probability of wider yield differences between regions and fields.
Who may be affected
Feed mills, grain merchandisers, livestock producers, ethanol plants and nutritionists across Canada, the United States and northern Mexico.
What to watch next
First Corn Belt yield reports, moisture and test weight, basis behaviour, soybean pod fill and the August 31 Crop Progress update.
Evidence note
National figures are confirmed by the primary USDA report and corroborated by independent agricultural reporting; condition ratings are survey estimates, not final yields.

Other developments

01Canadian crops, forage and ingredient qualityHigh

Manitoba harvest reaches 4% as early cereal yields vary

Geography: Manitoba, Canada

What changed
Manitoba Agriculture reported 4% of major crops harvested by August 24. Winter wheat and fall rye were each 66% complete, spring wheat, barley and oats each 7%, field peas 24% and canola 2%. Early spring-cereal yields in the Central, Eastern and Interlake regions ranged from below average to average, while pea quality was generally good.
Why it matters
Provincial progress masks large regional differences: the Central region was 9% complete, compared with 1% in the Northwest. Some grain was entering storage slightly damp, and earlier excess moisture continued to affect maturity and low-lying forage.
Who may be affected
Prairie feed mills, grain elevators, forage buyers, livestock producers, dryers and carriers.
What to watch next
Harvest weather, cereal quality, canola maturity, straw availability and feed-test results for hay and silage.
Evidence note
Harvest, crop and forage observations are confirmed by a primary Manitoba Agriculture report and corroborated by secondary agricultural reporting; early yields remain preliminary.
02Livestock trade and biosecurityHigh

Douglas cattle port reopens under a phased screwworm protocol

Geography: Mexico and the United States, especially Sonora and Arizona

What changed
USDA reopened the Douglas, Arizona port to cattle imports from Mexico on August 24 under a jointly agreed import protocol. APHIS describes Douglas as the first step in a phased reopening; Santa Teresa and Columbus remain pending, and all other southern livestock ports remain closed.
Why it matters
The reopening can restore a controlled flow of feeder cattle, but it does not remove New World screwworm risk or immediately normalize North American cattle supply.
Who may be affected
Mexican cattle producers, U.S. feedlots, border veterinarians, livestock carriers, packers and feed suppliers.
What to watch next
Actual crossing volumes, inspection outcomes, any new screwworm detections and APHIS decisions on the two New Mexico ports.
Evidence note
Port status and the phased protocol are confirmed by two primary APHIS pages; future reopening dates remain undetermined.
03Poultry production and feed demandMedium

U.S. July egg output rises 4% on a larger layer flock

Geography: United States

What changed
U.S. egg production totalled 9.30 billion in July, 4% more than a year earlier, including 8.00 billion table eggs and 1.30 billion hatching eggs. The average layer flock also increased 4% to 379 million, while output per 100 layers was unchanged at 2,457 eggs. Broiler-type chicks hatched rose 1% to 887 million.
Why it matters
The expansion came from more birds rather than better lay performance, which points to higher aggregate feed demand even if productivity per layer is stable.
Who may be affected
Egg producers, hatcheries, broiler integrators, feed mills and ingredient suppliers.
What to watch next
Egg-type pullet placements, broiler hatch data, flock health, culling and the August 31 Egg Products report.
Evidence note
Confirmed by the primary USDA NASS report; monthly values are official estimates and can be revised.
04Livestock products and protein inventoriesMedium

Frozen U.S. beef and chicken inventories remain below year-earlier levels

Geography: United States, with North American protein-market relevance

What changed
At July 31, total beef in U.S. freezers was 2% below the previous month and 4% below a year earlier. Chicken stocks increased slightly during July but remained 6% below July 2025.
Why it matters
Lower freezer inventories reduce the cushion available to processors and buyers when slaughter, demand or logistics change unexpectedly.
Who may be affected
Meat and poultry processors, cold-storage operators, livestock producers, retailers and feed suppliers.
What to watch next
Weekly slaughter, August storage movements, export demand and the relationship between live-animal throughput and product stocks.
Evidence note
Confirmed by the primary USDA NASS Cold Storage report; month-end inventories are estimates subject to revision.

Market and ingredient watch

  • Market or ingredient

    September 2026 corn futures

    Direction or development

    Closed August 25 at US$5.005/bushel, up US$0.09

    Operational relevance

    The rise followed weaker crop ratings, but futures exclude basis, freight, quality and currency; delivered feed-grain cost can move differently.

    Source and timestamp

    [9], August 25 close; delayed public market report; verified August 26 at 4:00 a.m. PDT

  • Market or ingredient

    September 2026 soybean futures

    Direction or development

    Closed at US$12.28/bushel, up US$0.12

    Operational relevance

    Firmer beans can influence oilseed replacement values, but soybean meal should be priced separately.

    Source and timestamp

    [9], August 25 close; delayed public market report; verified August 26 at 4:00 a.m. PDT

  • Market or ingredient

    September 2026 soybean meal futures

    Direction or development

    Closed unchanged at US$320.30/short ton

    Operational relevance

    A flat meal contract alongside higher beans shows why protein-ingredient coverage should not be inferred from the oilseed alone.

    Source and timestamp

    [9], August 25 close; delayed public market report; verified August 26 at 4:00 a.m. PDT

  • Market or ingredient

    Bank of Canada daily average USD/CAD

    Direction or development

    US$1 = C$1.3839 on August 25, versus C$1.3842 on August 24

    Operational relevance

    The Canadian dollar strengthened marginally; the move was too small to offset most commodity or basis changes but slightly reduced the CAD cost of U.S.-dollar inputs.

    Source and timestamp

    [10], daily averages published by 4:30 p.m. ET; verified August 26 at 4:00 a.m. PDT

Livestock and biosecurity watch

Douglas is open, but the southern-border system is not back to normal. APHIS continues to frame the move as the first phase of a controlled reopening under screwworm safeguards, with other ports closed until further review. Receiving operations should keep traceability, animal identification, wound inspection, isolation and escalation procedures active. No separate new Canadian animal-disease restriction with a material feed or movement consequence met this edition’s verification threshold.

Mill, safety, and logistics watch

  • Receiving and storage

    Manitoba’s first grain is arriving unevenly by region, and some lots have required drying or aeration. Confirm moisture, grain temperature, test weight, damage and bin assignment before unloading.

  • Forage quality

    Manitoba Agriculture recommends forage testing as bales move home for winter feeding. Use actual dry matter and nutrient results before balancing rations or purchasing supplements.

  • Feed safety and transport

    No distinct new North American feed recall, mill safety order or major rail, port or road disruption met the verification threshold in the researched window.

Next to watch

  1. August 26, 3:00 p.m. ET

    United States and Canadian Cattle and Hogs

    Comparable inventories will refine the cross-border outlook for animal supply and future feed demand. [11]

  2. August 26, 10:30 a.m. ET

    Weekly Petroleum Status Report

    U.S. ethanol output and stocks will update the near-term signal for corn use and potential distillers-grain supply. [12]

  3. August 27, 3:00 p.m. ET

    Slaughter Weekly

    Updated cattle, hog and sheep throughput will help separate live-animal supply from cold-storage movements. [11]

  4. August 31, 3:00–4:00 p.m. ET

    Agricultural Prices, Egg Products and Crop Progress

    Farm prices, egg processing and late-season crop ratings will provide linked signals for ingredient cost, livestock margins and harvest risk. [11]

Source ledger

  1. 1

    Crop Progress

    USDA National Agricultural Statistics Service

    https://release.nass.usda.gov/reports/prog3426.pdf
    Published:
    August 24, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  2. 2

    Good-to-Excellent Corn Falls to 57%, USDA Reports

    Agriculture.com

    https://www.agriculture.com/usda-crop-progress-report-august-24-2026-12066235
    Published:
    August 24, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Credible secondary reporting
  3. 3

    Crop Report – August 25, 2026

    Manitoba Agriculture

    https://www.gov.mb.ca/agriculture/crops/seasonal-reports/crop-report/pubs/crop-report-2026-08-25.pdf
    Published:
    August 25, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  4. 4

    Manitoba Harvest Reaches 4% as Drier Weather Helps Fieldwork

    Syngenta Canada / DePutter Publishing Ltd.

    https://www.syngenta.ca/market-news/manitoba-harvest-reaches-4--as-drier-weather-helps-fieldwork
    Published:
    August 25, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Credible secondary reporting
  5. 5

    Current Status of New World Screwworm

    USDA Animal and Plant Health Inspection Service

    https://www.aphis.usda.gov/animals/animal-health/livestock-and-poultry-disease/stop-screwworm/current-status
    Published:
    Updated August 24, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Primary
  6. 6

    Import Live Cattle & Bison From Mexico to the United States

    USDA Animal and Plant Health Inspection Service

    https://www.aphis.usda.gov/live-animal-import/cattle-bison-germplasm/mexico
    Published:
    Updated August 24, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Primary
  7. 7

    Chickens and Eggs

    USDA National Agricultural Statistics Service

    https://www.nass.usda.gov/Publications/Todays_Reports/reports/ckeg0826.pdf
    Published:
    August 24, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  8. 8

    Cold Storage

    USDA National Agricultural Statistics Service

    https://release.nass.usda.gov/reports/cost0826.pdf
    Published:
    August 24, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  9. 9

    Closing Grain and Livestock Futures: August 25, 2026

    Brownfield Ag News

    https://www.brownfieldagnews.com/market-news/closing-grain-and-livestock-futures-august-25-2026/
    Published:
    August 25, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Credible secondary reporting
  10. 10

    Daily Digest

    Bank of Canada

    https://www.bankofcanada.ca/rates/daily-digest/
    Published:
    August 25, 2026 daily averages
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  11. 11

    Publications — Report by Date

    USDA National Agricultural Statistics Service

    https://www.nass.usda.gov/Publications/Calendar/reports_by_date.php?month=08&view=l&year=2026
    Published:
    Dynamic August 2026 release calendar
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  12. 12

    Weekly Petroleum Status Report

    U.S. Energy Information Administration

    https://www.eia.gov/petroleum/supply/weekly/
    Published:
    Current report August 19; next release August 26, 2026
    Accessed:
    August 26, 2026 at 4:00 a.m. PDT
    Type:
    Official data