Title claims "due to plains drought" but the article text largely attributes this to increased planting of soy for its lower fertilizer requirements (related to Strait of Hormuz).
At many of these publications the editor chooses the title, not the author. They know full well that most people will read the headline but not the article.
Fertilizer is pretty fungible and is a global market, so even if the US is primarily supplied by Canada, and overall global demand remained constant, prices would go up since there will be supply reduction due to the Hormuz strait being closed.
Nitrogen is pulled out of the air which is free but the process requires hydrogen which is acquired from disassembled methane, the price of which is a significant contributor.
Yes. Despite what others have said, yes. But, in general, because of the current global dynamics, fertilizer is more expensive wherever you're going to be getting it from. It just doesn't help that the US has picked a trade war with all allies at the same time, while also engaging in real wars that disrupt global supply chains of critical resources.
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.
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?
When China buys from someone else (Brazil - nobody else has significant soy bean surplus) that means whoever was buying from that someone else now needs to go to the US.
The US also uses a lot of soy beans internally. Prices are down, but farmers are still selling soybeans and with careful management are making money.
I expect other nations are still consuming US soybeans. China stopped because it was particularly negatively targeted by US tariff policy.
But make no mistake, it has caused problems for farmers.
The report from my small hometown farmers is that everything, except for beef, is down right now while the prices of inputs like fertilizer are high. Some of the farmers in my hometown have already sold their land to megacorp farmers in response because they simply can't survive.
> I expect other nations are still consuming US soybeans
But who? Compared to 2024, 2025 had almost half soybean exports it seems (https://www.fas.usda.gov/data/commodities/soybeans), I'm guessing most of the difference was China basically stopped buying soybeans.
But it's a huge difference, yet production seems to be ramping up? I don't understand why they'd do that when the exports are going down?
I don't think it's ramping up [1]. Production is pretty static.
And the chart you linked appears that exports for non-china countries is basically static.
Were I to guess what's going on, but we'll see when the 2026 data comes in, is that soy farmers are likely storing a good portion of their bean harvest. Some will still have contracts that keep them farming. I suspect that many have switched over to other crops.
There's a risk of food prices increasing across the board and shortages in poorer countries if fertilizer exports stay restricted, or in other words increased demand for soybeans in the later half of 2026.
China has a tendency to shift to self-reliance or importing from more pliable neighborswhenever they execute policies like that. So even if they’re buying again, I highly doubt it is at the same rate it once was
we live in a closed greenhouse system, the water just doesn't just disappear and most of the Earth is covered in it. Plenty of countries completely rely on desalination already, I think we'll be fine. I'm much more concerned about everyone becoming a moron from using AI.
Kansas cannot run on desalination plants ... there's no salt water. The gulf coast of Texas is 1000 miles away.
While aquifers do regenerate (Groundwater levels in the Kansas High Plains aquifer see first overall increase since 2019 https://kgs.ku.edu/news/article/groundwater-levels-in-the-ka... ) I'm going to point out that news article has seven years of declines previously.
The problem is that aquifers are really cool natural filters, and only refill as fast as groundwater moves through the soil. So they're a finite resource. Instead of depleting them, people who want to farm in deserts should probably start desalinating or whatever themselves instead of assuming subsequent generations will do it.
The government made it literally the only way to claim much of the land out west[]. They require that you come up with an agricultural land including plan for watering crops on that acreage in order to claim the land. And you're required to execute the plan to get the deed.
In fact, this is the only remaining way I know of to more or less 'homestead' federal land in a way that results in a permanent deed. The rest of the homesteading type stuff was revoked back in like the 70s or 80s.
Do you think laws go away just because they're old?
The Colorado River compact came into effect in 1922 and I'm almost surprised literal fist fights haven't erupted over it during the modern negotiations.
and desalination is so efficient/cheap at scale already that it barely affects water prices in those countries (less than 10% already, further shrinking every year as methods improve)
Desalination isn't really much of an option for deeper inland and much higher than sea level areas. Tell me, which ocean is Dodge City KS going to pull from?
Plants require a ton of desalinated water and Animals who eat plants as such require desalinated water too.
There are countries in middle east like UAE, Saudi arabia etc. which rely on desalination but they are relying it for the clean drinking water, not for the food generation. They import almost 90% of their food iirc.
The amount of energy required to desalinate all water and the environmental impacts to get that energy would literally be quite catastrophic and I am not even sure if it would be even feasible and food prices would literally skyrocket or food would simply be produced even more less by magnitudes of order.
This is by far the dumbest post in this thread by a mile. It's funny saying AI will make people dumber when you've obviously don't understand this issue in the first place. Food security is human security. When you take a huge percentage of a countries grow able land out because it stops raining then food proces go up, often dramatically.
Desalination uses far more power than AI ever would.
The energy required to transport water from the coast to our major agricultural areas would be astronomical, and the resulting brine waste would create its own environmental crisis. If we get to a point where we're forced to bypass natural water cycles entirely, our native ecologies will have already collapsed. At that point, we'll be trying to engineer our way out of a total ecological apocalypse as masses starve in bread lines.
Largely not. Data center people aren't idiots. They site their projects in places with water and power, or if not power then at least gas. I don't think you'd be able to point out a project that actually exists and is competing for a scarce local water resource.
Data centers don't use much water on the scale of things. The numbers look big in isolation, but most people have no idea how much water a country really needs and isolating the numbers makes data centers look bad.
You can eat soybeans, though, which are seeing record production thanks to it supplanting what is affectionately known in agriculture circles as poverty grass.
There's some cosmic irony that this is happening when the people who came up with the derogatory term "soy boys" are in office, but I'm too depressed to laugh about it.
Perhaps someone in the industry can chime in, but I had read that the soybeans that the US primarily grows and previously sold to China were used for pig feed. In my mind I pictured it like "cow corn" -- humans technically can eat it, but it's chewy and not very good.
There are different grades with different properties. However very few are consumed by humans. When sold for humans it is called edamame.
The most common use is crush the beans, and collect the oil feeding the rest to pigs. If you read the ingredients at the grocery store, soy bean oil comes up a lot. Soy bean oil is also often used in diesel engines after processing.
My wife couldn't understand why I didn't care for edamame. After 40+ years on this planet I finally figured out that I really struggle to digest soy protein. They sneak that stuff in everywhere, but I do my best to avoid it.
Edamame is limited to special varieties that are harvested before ripening, which isn't the soybeans those supplanting wheat will be growing. You're probably thinking of tofu, natto, or something in that vein.
> humans technically can eat it, but it's chewy and not very good.
Not just technically. It is a relatively common food. A fair bit of it is crushed (i.e. turned into cooking oil). But it is also a product used in a number of processed foods, tofu, etc. Granted, it does seem to be eaten less commonly in the USA, but is more often used in Asian cuisines.
> Are there different grades of soybean?
All crops have different grades. Poor weather conditions is the most likely reason for a downgrade.
Wheat, being basically worthless, is predominantly not irrigated. A data center that draws water from a river or aquifer is not a rival to wheat, which relies on rain. When farmers have invested in irrigation they largely grow something else that's worth actual money.
This is about China. The timing of this article coming out during the Trump-China summit is no accident. The article beat around the bush (pun intended) that the real issue here is that China stopped buying (or seriously cut back) US agricultural products (particularly soy) because of tariffs imposed on China last year that got to over 100% at one point. China now buys significantly more soy from Argentina instead.
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.
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.
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 US also uses a lot of soy beans internally. Prices are down, but farmers are still selling soybeans and with careful management are making money.
But make no mistake, it has caused problems for farmers.
The report from my small hometown farmers is that everything, except for beef, is down right now while the prices of inputs like fertilizer are high. Some of the farmers in my hometown have already sold their land to megacorp farmers in response because they simply can't survive.
But who? Compared to 2024, 2025 had almost half soybean exports it seems (https://www.fas.usda.gov/data/commodities/soybeans), I'm guessing most of the difference was China basically stopped buying soybeans.
But it's a huge difference, yet production seems to be ramping up? I don't understand why they'd do that when the exports are going down?
And the chart you linked appears that exports for non-china countries is basically static.
Were I to guess what's going on, but we'll see when the 2026 data comes in, is that soy farmers are likely storing a good portion of their bean harvest. Some will still have contracts that keep them farming. I suspect that many have switched over to other crops.
[1] https://www.fas.usda.gov/data/production/2222000
Thanks for sharing!
Let's take Kansas... the largest producer of wheat in the US. https://www.statista.com/statistics/190376/top-us-states-in-...
Kansas wheat crop down 38% from last year https://youtu.be/QjrhAXzEGDc
Kansas cannot run on desalination plants ... there's no salt water. The gulf coast of Texas is 1000 miles away.
While aquifers do regenerate (Groundwater levels in the Kansas High Plains aquifer see first overall increase since 2019 https://kgs.ku.edu/news/article/groundwater-levels-in-the-ka... ) I'm going to point out that news article has seven years of declines previously.
The aquifer that Kansas draws upon is the Ogallala Aquifer ( https://en.wikipedia.org/wiki/Ogallala_Aquifer ) and you can see the rate of depletion at https://www.climate.gov/news-features/featured-images/nation... - there are spots in Kansas where the groundwater dropped by 150 feet from before it was tapped with deep wells to 2015.
Yes, most of the earth is covered by water. Getting that water to Kansas and Nebraska and North Dakota, however, is a problem.
In fact, this is the only remaining way I know of to more or less 'homestead' federal land in a way that results in a permanent deed. The rest of the homesteading type stuff was revoked back in like the 70s or 80s.
[] https://en.wikipedia.org/wiki/Desert_Land_Act
https://www.blm.gov/sites/default/files/Desert%20Land%20Entr...
The Colorado River compact came into effect in 1922 and I'm almost surprised literal fist fights haven't erupted over it during the modern negotiations.
There are only 3 countries that do: Bahamas, Maldives, and Malta.
Other countries that depend heavily, but not completely: Qatar, Kuwait, UAE.
There are countries in middle east like UAE, Saudi arabia etc. which rely on desalination but they are relying it for the clean drinking water, not for the food generation. They import almost 90% of their food iirc.
The amount of energy required to desalinate all water and the environmental impacts to get that energy would literally be quite catastrophic and I am not even sure if it would be even feasible and food prices would literally skyrocket or food would simply be produced even more less by magnitudes of order.
https://www.fas.usda.gov/data/commodities/forage-and-hay
https://wits.worldbank.org/trade/comtrade/en/country/QAT/yea...
Desalination uses far more power than AI ever would.
This is where capitalism drives humanity off a cliff.
Are there different grades of soybean?
The most common use is crush the beans, and collect the oil feeding the rest to pigs. If you read the ingredients at the grocery store, soy bean oil comes up a lot. Soy bean oil is also often used in diesel engines after processing.
or tofu, soy sauce, miso, natto, tianmianjiang, a thousand other things made from soybeans
Edamame is limited to special varieties that are harvested before ripening, which isn't the soybeans those supplanting wheat will be growing. You're probably thinking of tofu, natto, or something in that vein.
Not just technically. It is a relatively common food. A fair bit of it is crushed (i.e. turned into cooking oil). But it is also a product used in a number of processed foods, tofu, etc. Granted, it does seem to be eaten less commonly in the USA, but is more often used in Asian cuisines.
> Are there different grades of soybean?
All crops have different grades. Poor weather conditions is the most likely reason for a downgrade.
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.
From what your saying it sounds more about Tariffs