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The National Land Podcast is the go-to show for landowners, ranchers, farmers, rural investors, and outdoor stewards who want straight talk and field-tested insights. In each episode, host Mac Christian sits down with economists, lenders, ranchers, wildlife pros, policy leaders, and elite land brokers to unpack market forces, risk, and opportunity across America’s land, then turns it into clear takeaways you can use on your acreage tomorrow. Expect smart explainers and real stories on farm and ranch operations, timber and wildlife management, hunting access and leases, water and mineral rights, easements, 1031 exchanges, FSA/USDA programs, carbon credits, conservation monetization, rural financing, and the ag economy. If you buy, sell, manage, or dream about land, follow now and make better decisions, season after season.
Episodes
Wednesday Oct 08, 2025
Wednesday Oct 08, 2025
Policy is slamming the countryside. Chris Clayton (DTN/Progressive Farmer) explains how tariffs, China’s pivot to Brazilian soybeans, and a USDA shutdown are colliding with harvest to pressure basis, storage, and cash flow—and to derail rural land sales. We dig into why China (historically 25–33% of U.S. soybean demand) is buying from Brazil (COFCO/ports, crush), how that drives basis widening and elevator capacity issues, and what could actually move the needle: biofuels (biodiesel/renewable diesel, ethanol, SAF). We also lay out shutdown fallout—FSA farm ownership/operating loans stalled, CRP payments paused, NRCS (EQIP/CSP) frozen—plus the limited upside from CCC/ECAP‑style aid. If you buy/sell rural land or advise landowners, this is the unvarnished read on farmland values, buyer pools, and the next 3–6 months.
Why It Matters
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Deals slip/die: FSA loans are stopped, shrinking the buyer pool just as post‑harvest listings hit.
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Cash crunch: Basis widening + storage pressure at harvest reduce liquidity for down payments and improvements.
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Programs on ice: CRP checks delayed; NRCS projects paused—affecting valuations and conservation‑driven marketing.
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Demand hinges on policy: RFS, biodiesel/renewable diesel, and SAF tax credits will decide soy oil crush, corn demand, and rents.
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Strategy reality: Diversified ops with cattle are weathering this better than row‑crop‑only farms.
Progressive Farmer
https://www.dtnpf.com/agriculture/web/ag/home
National Land Realty
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