Demand for livestock loans grew in the third quarter, boosting agricultural lending activity at commercial banks. Demand for operating loans was more subdued however, and total non-real estate lending remained near its average of the past decade. The average size of loans for some livestock categories reached an all-time high and contributed to the increased lending. While the average size of operating loans also remained elevated, a smaller number of loans limited the overall financing of operating expenses.

The U.S. agricultural economy generally remained strong as elevated commodity prices continued to support farm incomes. Prices of most major crops were at multi-year highs moving into fall harvest and supported farm revenue prospects. Weakness in the cattle industry persisted, however, as low cattle prices continued to limit profit margins for producers. In addition, concerns about drought and higher input costs continued to intensify and likely contributed to an increase in producers’ financing needs in the livestock sector.

Third Quarter National Survey of Terms of Lending to Farmers

The volume of non-real estate farm loans increased in the third quarter, but some types of lending remained limited. Total non-real estate lending was about 8% higher than a year ago but has declined at an average pace of about 2% over the last four quarters (Chart 1). A large share of the increase during the quarter was due to an increase in loans used to finance feeder livestock and other livestock, which grew by about 20% and more than 50%, respectively. In contrast, operating loan volumes declined by about 5%.

Chart 1: Volume of Non-Real Estate Farm Loans is two individual charts. Left: Total Non-Real Estate Loans – is a line graph showing the percent change in the volume of total non-real estate loans from the previous year during each quarter from Q1 2015 to Q3 2021 and the four quarter average percent change over that same period. Right: By Loan Type – is a clustered column chart showing the percent change in the volume of various loan types (Feeder Livestock, Other Livestock, Operating Expenses, Farm Machinery and Equipment and Other) from the previous year. There are columns for the four-quarter average as of Q3 2021 and Q3 2021.

With sharp increases from a year ago, lending for livestock purchases continued to trend above the recent historical average for the third quarter. The volume of loans for poultry and livestock other than feeders (other livestock) was nearly double the inflation adjusted average during the same quarter from 2010-2019 (Chart 2). Feeder livestock loans were also slightly greater than the recent average while operating loans were slightly less.

Chart 2: Farm Loan Volumes by Loan Type, Q3 is a clustered column chart showing the volume of various loans types (Total Non-Real Estate, Feeder Livestock, Other Livestock, Operating Expenses, Farm Machinery and Equipment and Other) in the third quarter of 2018, 2019, 2020 and 2021 as an index of 2021 dollars where the average from 2010 to 2019 equals 100.

The increase in livestock loan volumes was driven by larger loan sizes. The average size of loans for other livestock continued a sharp upward trend, increasing about 30% in the third quarter and reaching an all-time high (Chart 3). The number of other livestock loans was also higher than a year ago but remained historically low. Similarly, the average size of feeder livestock loans has also increased steadily over the past year, but the number of loans declined for the fourth straight quarter.

Chart 3: Number and Size of Livestock Loans – is a line graph showing the four-quarter moving average size and number of Feeder Livestock and Other Livestock Loans. The line representing the average loan size corresponds to the left axis and is displayed in thousand 2021 dollars. The line representing the number of loans corresponds to the right axis and is displayed in million loans.

While the size of livestock loans increased sharply, the growth in the size of operating loans was less pronounced. The average size of operating loans remained elevated but was only about 5% larger than a year ago (Chart 4). The number of operating loans continued to trend downward and remained historically low, limiting any gains in loan volumes.

Chart 4: Number and Size of Operating Loans - is a line graph showing the four-quarter moving average size and number of Operating Loans. The line representing the average loan size corresponds to the left axis and is displayed in thousand 2021 dollars. The line representing the number of loans corresponds to the right axis and is displayed in million loans.

Alongside an increase in loan sizes, interest rates remained low, and loan durations were higher than recent averages. Rates charged on all types of loans except operating loans declined slightly from a year ago and reached an all-time low for the third quarter (Chart 5). The average maturity of all types of loans, except machinery and equipment loans, were higher than a year ago.

Chart 5: Interest Rates and Maturity by Loan Type, Q3 - is two individual charts. Left: Average Interest Rate– is a clustered column chart showing the average interest rate on various loan types (Total Non-Real Estate, Feeder Livestock, Other Livestock, Operating Expenses and Farm Machinery and Equipment) and includes columns for the 2010-2019 Average, 2020 and 2021.  Right: Average Maturity– is a clustered column chart showing the average maturity of various loan types (Total Non-Real Estate, Feeder Livestock, Other Livestock, Operating Expenses and Farm Machinery and Equipment) and includes columns for the 2010-2019 Average, 2020 and 2021.

Data and Information

National Survey of Terms of Lending to Farmers Historical Data
National Survey of Terms of Lending to Farmers Tables
About the National Survey of Terms of Lending to Farmers

Authors

Nate Kauffman

Senior Vice President, Economist, and Omaha Branch Executive

Nate Kauffman is Senior Vice President and Omaha Branch Executive at the Federal Reserve Bank of Kansas City. In his role as the Kansas City Fed's lead economist and represe…

Ty Kreitman

Associate Economist

Ty Kreitman is an associate economist in the Regional Affairs Department at the Omaha Branch of the Federal Reserve Bank of Kansas City. In this role, he primarily supports the F…