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Episode 14August 28, 2026

0:002:25
BarnX Technology Inc.

BarnX Daily

BarnX Daily

Feed, livestock and market intelligence for operational decisions.

Edition date

August 28, 2026

Coverage window

August 26, 2026 at 4:00 a.m. to August 28, 2026 at 4:00 a.m. PDT (America/Vancouver)

Last verified

August 28, 2026 at 4:00 a.m. PDT (America/Vancouver)

Today in one minute

  1. 01

    The combined U.S.–Canadian hog inventory was 87.7 million head, only slightly above a year earlier; a smaller breeding base is being offset by productivity and Canadian pig-crop growth.

  2. 02

    Saskatchewan harvest reached 11% by August 24, well behind the five-year average of 25%, creating timing and quality risk for grain receiving rather than proof of a province-wide shortage.

  3. 03

    U.S. ethanol output rose to 1.112 million barrels per day in the week ended August 21, supporting corn use and the flow of distillers grains; stocks also edged higher.

  4. 04

    U.S. year-to-date cattle slaughter was 8.0% below 2025, while young-chicken slaughter was 2.5% higher, reinforcing different feed-demand signals by species.

  5. 05

    USDA APHIS established quarterly reviews of its New World screwworm response playbook; operators should monitor actual rule changes, not treat the review process itself as a new movement restriction.

Editor’s view

Today’s data argue for disciplined segmentation. Swine inventories point to broadly stable finishing demand, poultry throughput remains expansionary, and cattle throughput remains constrained. At the same time, late Prairie harvest progress can tighten delivery windows and increase conditioning demands without necessarily reducing final supply. Feed buyers should separate physical availability, quality, species demand and futures direction instead of relying on a single “feed market” narrative.

Lead development

Swine supply and feed demandHigh

North American hog inventory stays nearly flat as productivity offsets a smaller breeding base

Geography: United States and Canada

What changed
USDA NASS and Statistics Canada reported a combined U.S.–Canadian hog inventory of 87.7 million head, slightly above 2025 but 1% below 2024. The combined breeding inventory was 7.12 million head, down 1% year over year, while market hogs were 80.5 million, up slightly. Canada’s July 1 inventory rose 1% to 14.0 million head and its semi-annual pig crop increased 4% to 15.8 million; the previously released U.S. June 1 inventory was 73.7 million, down slightly.
Why it matters
The report does not signal broad herd expansion, but it also does not support an abrupt contraction in near-term feed demand. Higher pigs saved per litter and Canadian pig-crop growth are offsetting fewer breeding animals.
Who may be affected
Swine producers, feed mills, premix suppliers, processors, pig transporters and ingredient purchasers in both countries.
What to watch next
September slaughter, Canadian feeder-pig movements, fall farrowings, health performance and whether productivity continues to offset fewer breeding animals.
Evidence note
Confirmed by a joint official USDA NASS–Statistics Canada report; component estimates use different national reference dates and remain subject to revision.

Other developments

01Prairie grain supply and qualityHigh

Saskatchewan harvest reaches 11%, less than half the five-year pace

Geography: Saskatchewan, with relevance to Western Canadian grain and feed buyers

What changed
Saskatchewan reported harvest at 11% complete for August 24, compared with five- and ten-year averages of 25% and 21%. Barley was 16% harvested, oats 7%, spring wheat 1% and canola 1%; lentils and field peas were further advanced at 48% and 44%. Rain, wind and humidity delayed work in some areas, while 47% of cropland topsoil was rated short or very short.
Why it matters
A late, uneven harvest can compress delivery, drying, aeration and testing workloads, even if eventual production is adequate. Variable rainfall also means quality cannot be inferred from provincial progress.
Who may be affected
Prairie feed mills, elevators, livestock producers, grain dryers, carriers and purchasers of barley, wheat, oats and pulses.
What to watch next
Harvest weather, regional quality results, drying demand, feed-grade availability and the pace of barley, wheat and canola movement.
Evidence note
Confirmed by the Saskatchewan Ministry of Agriculture’s primary crop report; harvest and quality observations are preliminary.
02Corn processing and co-productsMedium

U.S. ethanol output rebounds while stocks rise modestly

Geography: United States, with cross-border relevance for corn and distillers grains

What changed
U.S. fuel-ethanol production averaged 1.112 million barrels per day in the week ended August 21, up from 1.089 million the prior week. Midwest production rose to 1.062 million barrels per day from 1.031 million. Fuel-ethanol stocks reached 25.206 million barrels, up 85,000 barrels week over week.
Why it matters
Higher ethanol runs support corn consumption and generally maintain co-product output, although individual plants, freight lanes and local DDGS specifications can diverge from the national series.
Who may be affected
Ethanol plants, corn sellers, DDGS buyers, feed mills, nutritionists and freight providers.
What to watch next
The September 2 EIA release, plant maintenance, export movement, regional DDGS basis and delivered freight.
Evidence note
Production is confirmed by official EIA weekly data; the stock change is corroborated by trade reporting based on EIA data. Weekly estimates can be revised.
03Livestock throughput and feed demandMedium

U.S. cattle and poultry slaughter continue to send opposite volume signals

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

What changed
USDA AMS estimated 2026 year-to-date cattle slaughter through August 27 at 17.82 million head, 8.0% below the comparable 2025 total. Hog slaughter was 0.7% lower, sheep slaughter 3.8% lower and young-chicken slaughter 2.5% higher at 6.385 billion birds.
Why it matters
Throughput confirms that species demand and processing pressure are not moving together. Lower cattle slaughter is consistent with constrained cattle supply, while higher broiler throughput supports continued poultry-feed demand.
Who may be affected
Beef, pork and poultry producers, processors, feed mills, renderers, cold-storage operators and livestock carriers.
What to watch next
Weekly slaughter, weights, processing schedules, placements and whether holiday timing changes early-September throughput.
Evidence note
Confirmed by USDA AMS official daily slaughter estimates; current-day and year-to-date values are estimates and may be revised.
04Animal disease preparednessWatch

APHIS formalizes quarterly review of the New World screwworm response playbook

Geography: United States, especially cattle and wildlife operations near the southern border

What changed
USDA APHIS published a roadmap on August 26 establishing a quarterly cycle to collect stakeholder feedback, review response experience and revise the New World screwworm playbook when needed. The announcement is a governance update; it does not itself add a quarantine or alter a specific livestock-entry rule.
Why it matters
Regular reviews can change future surveillance, reporting, treatment or movement guidance as the response develops.
Who may be affected
Cattle producers, veterinarians, livestock markets, border inspectors, wildlife agencies, transporters and feedlots.
What to watch next
The first feedback window, revised playbook text, confirmed detections and any separate APHIS movement or import notices.
Evidence note
Confirmed by a primary APHIS announcement; future guidance changes have not yet been specified.

Market and ingredient watch

  • Market or ingredient

    September 2026 corn futures

    Direction or development

    Closed August 27 at US$5.1025/bu, down US$0.0375

    Operational relevance

    A small futures decline does not include basis, freight, quality or FX; compare against delivered bids before changing coverage.

    Source and timestamp

    [7], August 27 close; public data delayed at least 10 minutes; verified August 28 at 4:00 a.m. PDT

  • Market or ingredient

    September 2026 soybean meal futures

    Direction or development

    Closed at US$330.20/short ton, up US$1.50

    Operational relevance

    The firmer protein benchmark can affect replacement values, but local meal and alternative-protein offers must be priced separately.

    Source and timestamp

    [7], August 27 close; public data delayed at least 10 minutes; verified August 28 at 4:00 a.m. PDT

  • Market or ingredient

    September 2026 Chicago wheat futures

    Direction or development

    Closed at US$7.4275/bu, up US$0.1225

    Operational relevance

    The larger daily gain raises the opportunity cost of feed wheat where milling and feed markets compete; grade and local basis remain decisive.

    Source and timestamp

    [7], August 27 close; public data delayed at least 10 minutes; verified August 28 at 4:00 a.m. PDT

  • Market or ingredient

    U.S. fuel-ethanol production

    Direction or development

    Rose 23,000 b/d week over week to 1.112 million b/d for the week ended August 21

    Operational relevance

    Supports corn grind and co-product flow, but local DDGS availability depends on plant operations and freight.

    Source and timestamp

    [3], released August 26; verified August 28 at 4:00 a.m. PDT

Livestock and biosecurity watch

The joint hog report indicates stable aggregate market-hog numbers, not uniform regional demand. Health, placements and Canadian–U.S. pig movements can still shift feed demand locally. APHIS’s screwworm announcement creates a recurring review process, not a new outbreak declaration or movement restriction. Operators should continue using current official requirements while monitoring later revisions and confirmed-detection notices.

Mill, safety, and logistics watch

  • Receiving and storage

    Saskatchewan’s late and uneven harvest can concentrate arrivals when weather opens. Confirm receiving hours, dryer and aeration capacity, sampling plans and bin allocation before dispatching trucks.

  • Ingredient quality

    Do not equate delayed harvest with poor feed value. Segregate and test new-crop lots before formulation, especially where moisture, weathering or disease pressure varies by region.

  • Co-product logistics

    Stronger ethanol production supports DDGS output, but plant maintenance and freight can still interrupt local supply. Maintain supplier-specific lead times and backup specifications.

  • Safety and recalls

    No distinct new North American livestock-feed recall or feed-mill safety order met this edition’s verification threshold during the coverage window.

Next to watch

  1. August 28, 3:00 p.m. ET

    USDA Peanut Prices

    Updates a specialized feed and oilseed input market; regional relevance will depend on local use. [8]

  2. August 31, 3:00 p.m. ET

    USDA Agricultural Prices

    Will update producer price signals for feed grains, oilseeds, livestock and milk. [8]

  3. August 31, 4:00 p.m. ET

    USDA Crop Progress

    Will show whether U.S. corn and soybean conditions stabilize and how harvest advances. [9]

  4. September 2, 10:30 a.m. ET

    EIA Weekly Petroleum Status Report

    Will update ethanol production and stocks, informing corn-grind and co-product monitoring. [3]

  5. Through September 3

    Prairie harvest weather

    Dry working windows or renewed rain will determine whether delayed Saskatchewan harvest translates into compressed deliveries, added drying or quality segregation needs. [2]

Source ledger

  1. 1

    United States and Canadian Hogs

    USDA National Agricultural Statistics Service, in cooperation with Statistics Canada

    https://release.nass.usda.gov/reports/usch0826.pdf
    Published:
    August 26, 2026
    Accessed:
    August 28, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  2. 2

    Crop Report — Report number 17, August 27, 2026

    Saskatchewan Ministry of Agriculture

    https://publications.saskatchewan.ca/api/v1/products/128638/formats/156612/download
    Published:
    August 27, 2026
    Accessed:
    August 28, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  3. 3

    Weekly Ethanol Plant Production

    U.S. Energy Information Administration

    https://www.eia.gov/dnav/pet/pet_pnp_wprode_s1_w.htm
    Published:
    August 26, 2026; data for week ended August 21, 2026
    Accessed:
    August 28, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  4. 4

    EIA weekly data: Ethanol production up 2%, stocks up slightly, exports up 26%

    Ethanol Producer Magazine

    https://ethanolproducer.com/articles/eia-weekly-data-ethanol-production-up-2-stocks-up-slightly-exports-up-26
    Published:
    August 26, 2026
    Accessed:
    August 28, 2026 at 4:00 a.m. PDT
    Type:
    Credible secondary reporting
  5. 5

    Daily Livestock and Poultry Slaughter — August 27, 2026

    USDA Agricultural Marketing Service, Livestock, Poultry and Grain Market News

    https://www.ams.usda.gov/mnreports/ams_3208.pdf
    Published:
    August 27, 2026
    Accessed:
    August 28, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  6. 6

    USDA Shares Roadmap for Quarterly Reviews of the New World Screwworm Response Playbook

    USDA Animal and Plant Health Inspection Service

    https://www.aphis.usda.gov/news/agency-announcements/usda-shares-roadmap-quarterly-reviews-new-world-screwworm-response
    Published:
    August 26, 2026
    Accessed:
    August 28, 2026 at 4:00 a.m. PDT
    Type:
    Primary
  7. 7

    Closing Grain and Livestock Futures: August 27, 2026

    Brownfield Ag News

    https://www.brownfieldagnews.com/market-news/closing-grain-and-livestock-futures-august-27-2026/
    Published:
    August 27, 2026
    Accessed:
    August 28, 2026 at 4:00 a.m. PDT
    Type:
    Credible secondary reporting
  8. 8

    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 28, 2026 at 4:00 a.m. PDT
    Type:
    Official data
  9. 9

    Crop Progress

    USDA National Agricultural Statistics Service, Economics, Statistics, and Market Information System

    https://esmis.nal.usda.gov/publication/crop-progress
    Published:
    Release calendar current through August 28, 2026
    Accessed:
    August 28, 2026 at 4:00 a.m. PDT
    Type:
    Official data