BarnX Daily — November 4, 2026

BarnX Daily

Feed, livestock and market intelligence for operational decisions.

Edition date

November 4, 2026

Coverage window

November 2, 2026 at 04:05 to November 4, 2026 at 03:05 PST (America/Vancouver)

Last verified

2026-11-04 03:05 PST (America/Vancouver)

Today in one minute

01
CFIA lists a new commercial poultry detection in Manitoba’s Rural Municipality of Portage la Prairie under active PCZ-349, while the previously pending Alberta premises in Wetaskiwin County is now under active PCZ-348.
02
U.S. September soybean meal produced for animal feed fell to 4.14 million tons, down 10% from August and 8% from a year earlier; canola meal production rose to 143,261 tons.
03
September DDGS production fell 8% from August to 1.70 million tons, while high-moisture distillers wet grains increased 7% year over year.
04
U.S. soybean harvest was ahead of the five-year average, but corn harvest remained three points behind and materially slower in Iowa, Nebraska and South Dakota.
05
U.S. wheat millfeed production reached 1.63 million tons in the third quarter, up 2% from the second quarter but down 2% from a year earlier.

Editor’s view

The latest reports argue for ingredient-specific purchasing rather than a broad assumption that harvest is translating uniformly into feed availability. Soybean meal, DDGS, wet distillers grains, canola meal and wheat millfeed moved in different directions across different reporting periods. At the same time, the new Manitoba and Alberta control-zone statuses make destination checks a current dispatch requirement, not simply a biosecurity background issue.

Lead development

Livestock and biosecurityHigh

CFIA activates new commercial poultry control zones in Manitoba and Alberta

Geography: Rural Municipality of Portage la Prairie, Manitoba, and County of Wetaskiwin No. 10, Alberta

What changed: CFIA lists a commercial poultry premises detected November 1 in the Rural Municipality of Portage la Prairie as MB-IP44 under active PCZ-349. It also now lists AB-IP124, detected October 30 in the County of Wetaskiwin No. 10, under active PCZ-348; its control-zone status was still pending at the previous BarnX Daily verification.
Why it matters: All Canadian primary control zones are subject to movement restrictions, and permits can be required for birds, products and by-products moving through a zone. The Manitoba and Alberta zones are separate events with separate boundaries; neither should be generalized to an entire province.

Who may be affected: Poultry farms, hatcheries, feed mills, ingredient and bedding suppliers, service crews, veterinarians, renderers and carriers serving the named areas.
What to watch next: CFIA map updates, zone-specific orders or boundary changes, additional infected premises and any release conditions.
Evidence note: Confirmed by CFIA’s primary investigation table and current zone map; the investigation table does not identify the virus subtype for either row, so this edition does not infer one.
Sources: [1] Investigations and orders of avian influenza in domestic birds by province
[2] Detections of avian influenza in Canada

Other developments

01Protein ingredients and oilseed processingHigh

September U.S. soybean meal production for feed falls 10% month over month

Geography: United States, with relevance to North American protein-meal availability

What changed: U.S. soybean cake and meal produced for animal feed totalled 4,136,836 tons in September 2026, down 10% from 4,601,525 tons in August and down 8% from September 2025. Canola cake and meal production reached 143,261 tons, up 6% from August and 30% from a year earlier; end-of-month canola meal stocks fell to 31,874 tons.
Why it matters: The opposite movements show why “oilseed meal” is not one availability signal. Lower soybean processing reduced reported meal output, while stronger canola crushing supported canola meal production; local values still depend on specifications, basis, freight and contracts.

Who may be affected: Feed mills, dairy, beef, swine and poultry producers, oilseed crushers, protein-meal traders and nutritionists.
What to watch next: October crush volumes, local meal basis and freight, processor maintenance, canola meal stocks and the December 1 USDA release.
Evidence note: Confirmed by official USDA NASS monthly data; September totals can be revised after late or corrected reports and do not provide spot prices.
Sources: [3] Fats and Oils: Oilseed Crushings, Production, Consumption and Stocks

02Feed ingredients and ethanol co-productsHigh

DDGS output falls while high-moisture wet grains remain above last year

Geography: United States, especially ethanol-producing regions; cross-border relevance for Canadian co-product buyers

What changed: U.S. September DDGS production was 1,699,191 tons, down 8% from August and down less than 1% from September 2025. Distillers wet grains at 65% or more moisture reached 1,300,685 tons, up 1% from August and 7% from a year earlier; wet corn gluten feed at 40% to 60% moisture rose 14% year over year to 187,600 tons.
Why it matters: The reported supply direction differs by co-product and moisture content, and wet products have a much tighter delivery radius than dried material.

Who may be affected: Feed mills, dairy and beef operations, ethanol plants, ingredient traders, truck dispatchers and nutritionists.
What to watch next: Local plant operating schedules, delivered dry-matter offers, winter transport conditions and USDA’s December 1 co-products report.
Evidence note: Confirmed by a mandatory USDA NASS survey of known ethanol mills; the September national estimates are delayed and subject to revision.
Sources: [4] Grain Crushings and Co-Products Production

03Feed grains, oilseeds and logisticsMedium

U.S. soybean harvest reaches 88%; corn reaches 74%

Geography: Eighteen major U.S. corn and soybean states

What changed: For the week ending November 1, soybean harvest reached 88%, four points ahead of the 2021–2025 average. Corn harvest reached 74%, up from 60% one week earlier but three points behind average; Iowa was 66% harvested versus a 79% average, Nebraska 66% versus 75%, and South Dakota 63% versus 75%.
Why it matters: Faster soybean completion supports the movement of oilseeds into handling and processing channels, but slower corn progress in several major states can keep local harvest logistics, drying needs and basis conditions uneven. The report measures field progress, not grain quality or delivered price.

Who may be affected: Grain elevators, feed mills, corn and soybean buyers, crushers, livestock producers, dryers and carriers.
What to watch next: The November 9 Crop Progress report, state-level corn completion, grain-moisture reports and local freight or storage congestion.
Evidence note: Confirmed by official USDA NASS survey data; estimates cover selected states and may be revised.
Sources: [5] Crop Progress

04By-products and flour millingMedium

Third-quarter U.S. wheat millfeed production reaches 1.63 million tons

Geography: United States

What changed: U.S. wheat millfeed production totalled 1,630,336 tons in the third quarter of 2026, up 2% from the second quarter but down 2% from the third quarter of 2025. Wheat ground for flour was 227 million bushels, also up 2% from the previous quarter and down 2% year over year.
Why it matters: The quarterly increase indicates more millfeed output from flour milling than in the spring quarter, but it does not establish regional availability or current delivered value.

Who may be affected: Flour mills, feed mills, dairy and beef operations, ingredient brokers, nutritionists and bulk carriers.
What to watch next: Regional mill offers, product specifications, freight, flour-mill utilization and the next quarterly report.
Evidence note: Confirmed by official USDA NASS quarterly data collected from known wheat and rye flour mills; figures are subject to later revision.
Sources: [6] Flour Milling Products

Market and ingredient watch

Market or ingredient	Direction or development	Operational relevance	Source and timestamp
U.S. soybean meal for animal feed	4,136,836 tons produced in September, down 10% from August and 8% year over year	Lower national monthly output; verify local basis, specifications, freight and contracts	USDA NASS [3], released November 2, 2026; September data, accessed November 4 at 03:05 PST
U.S. canola meal	143,261 tons produced, up 6% from August and 30% year over year; stocks 31,874 tons	More production but lower reported month-end stocks; not a direct price signal	USDA NASS [3], released November 2, 2026; delayed monthly data
U.S. DDGS	1,699,191 tons produced, down 8% from August and less than 1% year over year	Dried co-product output declined; plant-specific availability and freight remain decisive	USDA NASS [4], released November 2, 2026; September estimate
U.S. distillers wet grains, 65% or more moisture	1,300,685 tons, up 1% from August and 7% year over year	Supports local wet-feed supply near plants, subject to shelf life and haul distance	USDA NASS [4], released November 2, 2026; September estimate
U.S. wheat millfeed	1,630,336 tons in Q3 2026, up 2% quarter over quarter and down 2% year over year	Quarterly by-product availability improved, but quality and delivered economics remain regional	USDA NASS [6], released November 2, 2026; quarterly data

Market or ingredient
U.S. soybean meal for animal feed
Direction or development
4,136,836 tons produced in September, down 10% from August and 8% year over year
Operational relevance
Lower national monthly output; verify local basis, specifications, freight and contracts
Source and timestamp
USDA NASS [3], released November 2, 2026; September data, accessed November 4 at 03:05 PST
Market or ingredient
U.S. canola meal
Direction or development
143,261 tons produced, up 6% from August and 30% year over year; stocks 31,874 tons
Operational relevance
More production but lower reported month-end stocks; not a direct price signal
Source and timestamp
USDA NASS [3], released November 2, 2026; delayed monthly data
Market or ingredient
U.S. DDGS
Direction or development
1,699,191 tons produced, down 8% from August and less than 1% year over year
Operational relevance
Dried co-product output declined; plant-specific availability and freight remain decisive
Source and timestamp
USDA NASS [4], released November 2, 2026; September estimate
Market or ingredient
U.S. distillers wet grains, 65% or more moisture
Direction or development
1,300,685 tons, up 1% from August and 7% year over year
Operational relevance
Supports local wet-feed supply near plants, subject to shelf life and haul distance
Source and timestamp
USDA NASS [4], released November 2, 2026; September estimate
Market or ingredient
U.S. wheat millfeed
Direction or development
1,630,336 tons in Q3 2026, up 2% quarter over quarter and down 2% year over year
Operational relevance
Quarterly by-product availability improved, but quality and delivered economics remain regional
Source and timestamp
USDA NASS [6], released November 2, 2026; quarterly data

Livestock and biosecurity watch

CFIA’s investigation table now lists MB-IP44, a commercial poultry premises in the Rural Municipality of Portage la Prairie, under active PCZ-349, and AB-IP124 in the County of Wetaskiwin No. 10 under active PCZ-348. These are outbreak-response control zones, not province-wide movement bans. Feed dispatchers and service teams should verify the current map and destination-specific permit conditions before each movement. [1] [2]

Mill, safety, and logistics watch

Feed-safety status
No new Canadian livestock-feed industry notice or U.S. commercial livestock-feed recall dated within this coverage window appeared on the official pages reviewed. CFIA’s latest feed notice remained the October 16 notice on zinc in piglet feeds; FDA’s latest animal recall listing remained the October 21 recall of compounded veterinary medications, not livestock feed. This status check does not replace supplier, lot, certificate or local recall monitoring. [7] [8]
Logistics check
Corn harvest remained behind its five-year pace in Iowa, Nebraska and South Dakota. Buyers should confirm moisture, drying, storage and pickup windows with origin elevators rather than applying the national 74% completion figure to every lane. [5]

Next to watch

November 4, 2026, 15:00 ET
USDA Broiler Hatchery
Chick placements and eggs set will refresh the short-term feed-demand signal for U.S. broilers. [9]
November 5, 2026, 15:00 ET
USDA Dairy Products
Cheese, butter, dry whey and milk-powder output can affect dairy-product balances and processor demand. [9]
November 5, 2026, 15:00 ET
USDA Slaughter Weekly
Throughput will update near-term livestock movement and processing conditions. [9]
November 9, 2026, 16:00 ET
USDA Crop Progress
State-level corn completion and winter-wheat establishment will refine harvest, quality and logistics risks. [9]
November 10, 2026, 12:00 ET
USDA Crop Production
Updated production estimates can reset feed-grain and oilseed supply assumptions. [9]

Source ledger

1
Investigations and orders of avian influenza in domestic birds by province
Canadian Food Inspection Agency
https://inspection.canada.ca/en/animal-health/terrestrial-animals/diseases/reportable/avian-influenza/latest-bird-flu-situation/investigations-and-orders
Published:
Current investigation table; MB-IP44 detected November 1, 2026, and PCZ-349 active at access
Accessed:
November 4, 2026 at 03:05 PST
Type:
Primary
2
Detections of avian influenza in Canada
Canadian Food Inspection Agency
https://inspection.canada.ca/en/animal-health/terrestrial-animals/diseases/reportable/avian-influenza/latest-bird-flu-situation/status-province/ai-zones?wbdisable=false
Published:
Current control-zone map and movement-control page; accessed November 4, 2026
Accessed:
November 4, 2026 at 03:05 PST
Type:
Primary
3
Fats and Oils: Oilseed Crushings, Production, Consumption and Stocks
USDA National Agricultural Statistics Service, Agricultural Statistics Board
https://esmis.nal.usda.gov/sites/default/release-files/796132/cafo1126.txt
Published:
November 2, 2026; September 2026 data
Accessed:
November 4, 2026 at 03:05 PST
Type:
Official data
4
Grain Crushings and Co-Products Production
USDA National Agricultural Statistics Service, Agricultural Statistics Board
https://esmis.nal.usda.gov/sites/default/release-files/796134/cagc1126.txt
Published:
November 2, 2026; September 2026 data
Accessed:
November 4, 2026 at 03:05 PST
Type:
Official data
5
Crop Progress
USDA National Agricultural Statistics Service, Agricultural Statistics Board
https://esmis.nal.usda.gov/sites/default/release-files/796135/prog4426.txt
Published:
November 2, 2026; week ending November 1, 2026
Accessed:
November 4, 2026 at 03:05 PST
Type:
Official data
6
Flour Milling Products
USDA National Agricultural Statistics Service, Agricultural Statistics Board
https://esmis.nal.usda.gov/sites/default/release-files/796133/cafl1126.txt
Published:
November 2, 2026; third quarter 2026 data
Accessed:
November 4, 2026 at 03:05 PST
Type:
Official data
7
Feed industry notices
Canadian Food Inspection Agency
https://inspection.canada.ca/en/animal-health/livestock-feeds/feed-industry-notices?wbdisable=true
Published:
Page modified October 16, 2026
Accessed:
November 4, 2026 at 03:05 PST
Type:
Primary
8
Recalls & Withdrawals
U.S. Food and Drug Administration
https://www.fda.gov/animal-veterinary/safety-health/recalls-withdrawals
Published:
Current page; latest listed recall dated October 21, 2026 at access
Accessed:
November 4, 2026 at 03:05 PST
Type:
Primary
9
Publications - Report by Date — November 2026
USDA National Agricultural Statistics Service
https://data.nass.usda.gov/publications/calendar/reports-by-date?month=11&view=l&year=2026
Published:
November 2026 release calendar, current at access
Accessed:
November 4, 2026 at 03:05 PST
Type:
Official data