Center for Agriculture and the Economy

Leveraging expertise from the Kansas City Fed, the Center provides timely analysis of industry developments and conducts ongoing research on the agricultural economy.

Tighter Liquidity and Improved Earnings at Agricultural Banks

Alongside strong growth in farm loans, liquidity at commercial agricultural banks tightened and earnings increased during the...

Firm-Level Pass-Through of Supply Chain Disruptions: Insights from the U.S. Beef Market

A supply disruption’s effect on retail prices depends on the magnitude of the shock and the perceived reliability of the seller.

Credit Conditions Tighten Gradually

Weakness in the crop sector weighed further on farm finances, and credit conditions tightened gradually in the third quarter.

Government assistance and insurance payouts will limit losses for some crop farms

December 22, 2025

Profit opportunities in the crop sector remained limited at the end of 2025, but the combination of ad hoc government assistance and expected crop insurance payouts is likely to support farm financial conditions. A hypothetical analysis estimates a corn and soybean farm with average U.S. yields, selling at average annual cash prices will lose $80 per acre in 2025. If these conditions persist in early 2026, those losses could be cut in half with disbursements from the Farmer Bridge Assistance (FBA) Program and mostly offset with payments from revenue and price protection programs. The level of direct support is notable compared with recent years and together with aid from the Emergency Commodity Assistance Program (ECAP) earlier this year, could ease financial stress for many crop producers.

Chart showing average profit or loss for a hypothetical 50/50 corn and soybean farm by year.

Note: Profits are based on production costs from the USDA cost and return estimates and national average yields and prices. For purposes of this analysis, the opportunity cost of unpaid labor is excluded from total costs. Government payments from 2010-2023 are estimated using average government payments per farm for corn and soybean specialized operations reported in the Agricultural Resource Management Survey (ARMS). Estimated payments from FBA and ARC/PLC in 2025 are derived from analysis published by University of Illinois at Urbana-Champaign.
Sources: USDA, Wall Street Journal, Reports of Condition and Income, University of Illinois at Urbana-Champaign, and Federal Reserve Bank of Kansas City staff calculations


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