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Recession? What Recession?
Farming shows strength entering 2008, but there could be some stumbling blocks.
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Farming shows strength entering 2008, but there could be some stumbling blocks.
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There are a few ways to slice and dice the 2007 farm year. But one thing is clear: It was a tremendous year. Farming is making money, and farmers have retired a lot of debt. Here are some numbers to prove it.

  • Net cash income is forecast at $85.7 billion. That's up 27% from 2006 and only slightly lower than the record set in 2005.

  • Average farm household income—farm and nonfarm income—is expected to be $83,622 in 2007, up 8% from the year before.

  • Sixty percent of U.S. farms report owing no debt.

  • The value of farm assets is the highest ever.

  • Pushed higher by export demand and the growing renewable fuels industry, the value of crop production is up $30 billion over 2006.

    It is difficult to find much pessimism about agriculture's near-term future. Growing demand for biofuels and exports, supported by world demand and a sharply deflated dollar bodes especially well for grain producers. Look at the farm sector. It is doing better than the average American household. Income in farm households is 17% higher than the average U.S. household.

    But there are some caution lights out there.

  • A devalued dollar has increased the cost of imported energy. In turn, ammonia, the main source of nitrogen in fertilizer, is up 130% over six years.

  • This leaves corn farmers especially vulnerable to a largely uncontrollable cost. Fertilizer expenses rose 19.5% in 2007.

  • Production costs have reached all-time highs, up more than 9%. The greatest price increases are found in feed, fertilizer and seed.

  • Farm debt, just passing $215 billion, is at an all-time high. This is a cost the farm sector can absorb as long as it doesn't stumble.

    There is one other area to watch: the rapidly growing ethanol industry. Today, the industry can produce 7 billion gallons of ethanol. By 2010 annual production capacity could exceed 13 billion gallons.

    That's either a really good thing, or it could be a sign of overexpansion. Hard to tell. But there are a couple of notes for concern from USDA. Ethanol prices in Iowa and Nebraska fell 75 cents a gallon from prices this past spring. The agency also looked at one Midwestern 40-million-gallon plant. The managers there reported that the price for which it could sell ethanol had fallen below its total cost of production by 3 cents a gallon.

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