If you can, you’re rotating beans and corn every year. (“Roundup ready” of course)
Wheat is on the marginal drier land. Not that they couldn’t plant wheat there but beans are way more profitable and so they don’t.
The plains is by definition more arid, marginal land a step up from pasture/grazing.
A lot of traditional wheat/sunflower/barley/oats has gone over to beans and corn bc roundup and GMO.
On my family’s farm I don’t remember the last time we had wheat crop but that was our staple for like 50 years.
"a severe drought in the U.S. Plains has curbed production of hard red winter wheat, the largest variety grown in the U.S... The USDA projected U.S. wheat production in the 2026/27 season at 1.561 billion bushels, down from 1.985 billion in 2025/26, as a severe drought in the U.S. Plains was likely to slash the hard red winter wheat crop by 25% from a year earlier."
"The USDA rated just 28% of the U.S. winter wheat crop in good-to-excellent condition in a weekly crop conditions report on Monday, the lowest rating for this point in the growing season in four years."
This was mentioned in the very first sentence, it's the very first attribution of falling wheat harvest.
Yes Hormuz and rising oil costs are also a factor, a secondary one since they are impacting spring wheat planting decisions as you mention.
But there's a very weird underlying sentiment on HN where many people seem to directly or indirectly jump whenever they can to downplay the existence of climate change. Sometimes, they are emboldened by articles like this which intentionally use misleading headlines.
You're completely right, though, that in this instance, soy beans were mostly focused on because of consumer trends and less fertilizer need. Wheat is just an expensive crop right now. Also, soybeans would actually be less resilient to drought which furthers your point re: the article headline.
So lower fertilizer demand, and healthier produce, could be a net positive.
Kind of like an oil shortage is driving an increase in EVs and renewable energy.
Finally waking up the US that oil dependence is a National Security issue that renewables are possible solution for. That renewables aren't the 'woke' enemy, but a valid technical option.
So, maybe a net positive.
It's not the drought per se, it's input costs. Farmers are favouring crops that need less nitrogen and potassium.
Commodities have responded accordingly.
A year ago China stopped buying soybeans from the US is seems ("China Bought $12.6 Billion in U.S. Soybeans Last Year. Now, It’s $0." - https://www.nytimes.com/2025/09/25/business/china-soybean-sa...), was that resumed, or who are all these new soybeans going to? Is it all for national use instead of export?
The website's domain was created 3 months ago (site doesn't even have any entries in the wayback machine) and supposedly pulls from USDA AMS data but when I looked at reports[1][2] I didn't see double prices compared to last year.
Some prices even looked lower? But it was hard to make comparisons because of report structure and data disparity.
[1] CA Hay: https://mymarketnews.ams.usda.gov/viewReport/2904
[2] CO Hay: https://mymarketnews.ams.usda.gov/viewReport/2905
Thanks for sharing!
Edit: I'm being downvoted because someone found a source that says 3% of winter wheat in Montana is irrigated.
My point still stands, while yes some percentage of wheat is irrigated it is extremely uncommon.
edit: cloud seeding too.
20% of the remaining global supply comes from Iran, which has its own issues of drought and war.
I hope the “riots” are in the form of voting.
"The Dictator's Handbook: Why Bad Behavior is Almost Always Good Politics" (Bruce Bueno de Mesquita, Alastair Smith)
https://www.amazon.com/Dictators-Handbook-Behavior-Almost-Po...
The CGP Grey youtube short is an entertaining summary of the books subjects:
https://www.youtube.com/watch?v=rStL7niR7gs
>in the form of voting.
The current US representatives were voted into, out-of, and back into power.
It is interesting, but will likely remain stable. =3
The closure of the Strait of Hormuz is another big factor here as fertilizer prices have massively gone up. Diesel is more expensive too. Many crops this planting season (in the northern hemisphere) haven't been fertilized like they would normally and it's too late now so that will absolutely impact food prices later this year. The Global South will be disproportionately affected.
Lastly, the continued Russia-Ukraine war continues to impact Ukraine's wheat crops. Ukraine is (or was?) often called the "bread basket of Europe" because it was such a significant wheat grower and exporter.
We (the world) are genuinely going to have much more expensive food prices later this year and, in some places, there will be genuine famine.
The data comes from USDA's WASDE report which is released every month, between the 8th and 12th. There is no "timing," and people were talking about the expect wheat harvest this season for weeks ahead of Tue's report anyway
From what your saying it sounds more about Tariffs
the prior high purchases were to refill their reserve after covid lockdowns broke supply changes. now its about full again, so they only need the steady state supply