Friday Cocktail and news going into mid January.

[Old Cowzilla]

China has a very good program tariff , play each country against each other and push prices down wait,wait and buy cheaper repeat. If nothing else just them shopping again will be brought to the attention of our others customers and help boost prices. Or we could quit growing canola.

[furrowtickler]

Monnette trying to liquidate more dirt

trying to farm and expand on land appreciation and not productivity is coming to an end imo

Need to send full financials and sign an nda just to get details as the smallest package $20 mill

will be interesting to watch this play out

[Taiga]

[url]https://www.sasktoday.ca/agriculture/monette-farms-wins-appeal-in-land-deal-fee-case-11732793[/url]

[Landdownunder]

Permanent when trading with China is kind of an Oxymoron?

Some suggest China hits us with ag tariffs about every 10 mo.

Australia just got past their turn?

Is that correct Mallee?

yeah. barley lobster wine plus few others cant remember

[SASKFARMER]

Not a bad idea on forcing them like trump.did for so many tons.but we had team.canada so probably nothing was done. Just pinky swear

[blackpowder]

What does Carney holding a news conference standing outside alone with his coat on tell you?

[shtferbrains]

Made to look like a newser but no indication of anyone there?
Fake set up controlling the image like they have been using more often.
Kind of a fireside chat format.

He couldn't wait to spin it up as the deal of the century.
Basically, his first big deal.
Get his message out for MSM to go to work with.
There was no umm or ahs in the speech.
He just smirked like he was the smartest guy in the room like the Chinese had been telling him.

China has to be been watching the Trump/ Carney none negotiations.
Big opportunity for the power in waiting.
They would have had the deal all mapped out ready to sign.
Just had to pump Carney with the Net Zero BS he loves.
Now Carney says we will double China's $20 billion in trade and that will create new jobs to grow prosperity.
But don't worry about the $600 Billion we do with the US.
Quickest trade deal ever with the riskiest country?

Have to give him credit as it appears to be better for the resource rich west and ag than it will be for the industries in the east.

But Trump?
Loves the FAFO moments.

[fjlip]

What did China gain?

https://www.facebook.com/share/v/1BjVzdC3jk/

[foragefarmer]

Sk3

The Angelic podcast drew a large audience, with many watching, trying to join, and waiting to get on. It was engaging, and I agreed with most of his points, except one—claiming that BTOs are better positioned to handle the next downturn compared to a family farm of 5,000 acres or more. If they’re overpaying for rent, then a family farm with paid-off land and favorable rent deals can offset any machinery advantage. With minimal margins on fuel, fertilizer, seed, and chemicals, there isn’t much of an edge over a 5,000-plus-acre operation.

But this what you posted in you Jan 2/2026 Friday Cocktail;

But there is the problem if you lose $100.00 an acre on 100000 acres or $130.00 on 5000 their is still losses. "

When I asked the simple question:

Just wondering, why the little guy is losing $30.00 an acre more you posted ?

Oh also forage if you understand farming the mega guy can at this point do a multiple on equipment and get better equipment cost. The other thing is discounts for inputs even if a little still add up.

But you understand nothing about farming and will continue to tell us all vullshit.

Good to see you realized us smaller guys know how to run a successful farming business.

[jamesb]

Sk3

The Angelic podcast drew a large audience, with many watching, trying to join, and waiting to get on. It was engaging, and I agreed with most of his points, except one—claiming that BTOs are better positioned to handle the next downturn compared to a family farm of 5,000 acres or more. If they’re overpaying for rent, then a family farm with paid-off land and favorable rent deals can offset any machinery advantage. With minimal margins on fuel, fertilizer, seed, and chemicals, there isn’t much of an edge over a 5,000-plus-acre operation.

But this what you posted in you Jan 2/2026 Friday Cocktail;

But there is the problem if you lose $100.00 an acre on 100000 acres or $130.00 on 5000 their is still losses. "

When I asked the simple question:

Just wondering, why the little guy is losing $30.00 an acre more you posted ?

Oh also forage if you understand farming the mega guy can at this point do a multiple on equipment and get better equipment cost. The other thing is discounts for inputs even if a little still add up.

But you understand nothing about farming and will continue to tell us all vullshit.

Good to see you realized us smaller guys know how to run a successful farming business.

I think as it happens with any downturn, size will not determine who survives or fails. IMO its all about timing. Farms with paid for land with lower land cost will be in a better position to survive. Those with better balance sheets will find it better. Those who can create a better business plan will find access to credit easier. I have found the best land deals occur when most think things are at there worst. I know I do a better job managing now compared to 25 years ago.