Ag Bull: Recent Episodes
Tommy Grisafi
The Ag Bull podcast is hosted by Tommy Grisafi and dedicated to telling the stories about the people behind the business of agriculture. The episodes are recorded in his state-of-the art studio in Mayville, North Dakota. The Ag Bull podcast, a champion for agriculture.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We come to you from a makeshift living room studio to map out a bullish start for grains and the biggest risks heading into Wednesday’s USDA report. We break down wheat-led strength, shaky outside markets tied to Iran uncertainty, and a weather divide that could reshape crop expectations fast.
• Overnight futures snapshot across wheat, corn, soybeans, and other ag markets
• Crude oil strength, stocks rolling over, and why outside markets matter
• Cattle and feeders at the open, hogs trying to stop the bleeding
• East vs West weather reality and what it means for crop stress
• USDA acreage chatter, survey frustration, and pre-report selling decisions
• What to watch today with export inspections and crop progress
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We connect the week’s biggest market moves to their real drivers, from China's soybean demand and the upcoming USDA survey-based crop report to wheat supply risk tied to the Black Sea. We also map how record copper and surging metals, Farm Bill politics, and Iran-driven energy uncertainty feed straight into diesel costs and farm profitability.
• weekly performance across grains, oilseeds, cotton, livestock and the key charts driving sentiment
• why the August 12 USDA crop production report is a volatility trigger and how acreage revisions can beat yield tweaks
• Black Sea port strikes, Turkey restrictions and war risk insurance turning wheat into a logistics story
• copper at record highs from AI and data center demand, plus gold and silver reacting to jobs data and Fed expectations
• what the weak jobs report signals for the dollar, rates and commodity tailwinds
• Senate Farm Bill 2.0 surviving committee defeat, the McConnell attendance wildcard and the SNAP sticking point
• MCOOL passing the Senate committee and why the final language may change to manage trade blowback
• Iran update, Strait of Hormuz leverage and why crude and diesel react to perceived military posture
• “DieselGeddon” fundamentals: low distillate stocks, near-max refinery runs, record exports and harvest vulnerability
• ethanol exports rebounding with Canada as a major buyer, plus the EPA waiver risk hanging over biofuels
• Jones Act suspension likely extended and why it matters for energy and fertilizer logistics
• crop insurance premium payment relief, NASS data modernization and FDA’s ultra-processed foods definition framework
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a deceptively quiet Friday market and then pull the thread on what could move grains and livestock next, from harvest pressure to the upcoming USDA crop report. We also dig into the policy and logistics stories that can hit farm margins fast, including the farm bill fight over SNAP, diesel supply stress, and shifting export demand.
• Early trade strength fades into a corn close that signals harvest pressure
• USDA crop report setup, including acreage revision risk and state-by-state yield impact
• Senate farm bill setback framed as a delay, not the end, with SNAP as the pivot
• Why Mitch McConnell’s absence changes the committee math and September strategy
• MCOOL back in play and what “MCOOL light” could mean for Canada and Mexico
• China’s surge of U.S. soybean buying and what reserve auctions signal
• NASS survey participation, farmer distrust, and the idea of paying for data
• crop insurance premium timing change as cash-flow relief at harvest
• diesel prices staying elevated due to low distillate stocks and strong exports
• wheat supported by Russia-Ukraine infrastructure war and Black Sea shipping risk
• Jones Act waiver basics and why extensions matter more for freight than pump prices
• ethanol exports rebounding and Mexico stepping up corn purchases
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We open with a fast market check from Joliet and walk through a sharp pullback in cattle and hogs alongside a welcome overnight bounce in grains. We then connect extreme U.S. weather, record beef imports, and Strait of Hormuz uncertainty to the real-world costs producers face as harvest approaches.
• live cattle, feeder cattle, and lean hogs all lower in a broad correction
• drought and flooding risks across key Corn Belt and Plains regions
• corn yield uncertainty and why this season feels unusually volatile
• overnight rally in corn, soybeans, and wheat and what it signals
• record beef imports nearing 6.1 billion pounds and the production gap from nonfed beef declines
• net imports rising as exports soften and why market share is at stake
• Strait of Hormuz restrictions talk and how oil volatility can hit diesel costs into harvest
• jobs report on the calendar and why it can move headlines fast
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Make sure and tune in to Mr. Davis Michelson this afternoon.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We walk through the day’s ag markets, then get brutally specific on what fertilizer and farm fuel pricing looks like right now in the Midwest. We share the charts behind nitrogen, phosphate, and diesel moves so you can plan ahead instead of getting surprised.
• Export sales snapshot for corn, wheat, and soybeans
• Weather outlook and why it caps rallies
• Futures closes across grains, wheat, cattle, and hogs
• Jed Sidwell on the feeder cattle and fat cattle selloff
• NH3, urea, and UAN pricing and why NH3 pencils best per pound of N
• Potash versus phosphates, plus why MAP and DAP stay firm
• Fertilizer Price Index compared to expected new crop corn revenue
• Diesel jump, tight distillate stocks, and why exports matter
• Propane levels ahead of grain drying season
May I direct you to Agbull.com where you can dig deeper with AgBull Intel, 855-737 Farm. Take the Markets by the Horns with Agbull.com.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We move through the morning’s key ag signals, from livestock closes to grain quotes and a weather outlook that splits the country between heavy Corn Belt rain and Southern Plains heat. We also unpack what the StoneX August survey is, flag warning signs in US beef trade, and use SpaceX volatility as a reminder to keep an eye on outside markets.
• Live cattle and feeder cattle closes and what the tape suggests
• Lean hog weakness alongside mixed livestock sentiment
• Corn, soybeans, and Chicago wheat quotes using live trading software
• Crude oil context despite Middle East tension headlines
• Wet Corn Belt setup and why drainage capacity matters
• Southern Plains heat risk and the hope for a late rain window
• StoneX August survey explained as independent crop reporting
• Beef and veal trade trend showing import strength and export slippage
• Why herd rebuilding ties to competitiveness and domestic food production
• SpaceX post-IPO volatility and why outside markets matter
• Economic calendar watchlist including export sales and jobs data
Follow us on our socials. Make sure to tune into Mr. Davis Michelson this afternoon with AgSquawk.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We recap Ag PhD Field Day with Zach Hefty and unpack why a free one day event can draw around 10,000 farmers and still deliver real agronomy value. We also hit the midday grain and livestock markets, energy headlines, and the late season decisions that matter most as harvest gets closer.
• Midday futures check on corn, soybeans, wheat, cattle, and hogs
• Crude oil volatility and Strait of Hormuz headline risk
• Why Ag PhD Field Day works as a one day format
• What makes the event feel hands on and well organized
• Food logistics and a family friendly kids area
• Why showcase specialty crops beyond corn and soybeans
• Research plots, “crazy trials,” and learning from failure
• Dry conditions in South Dakota and what that changes
• Late season scouting for insects and protecting yield
• Fungicide decisions driven by humidity and canopy wetness
• Next year timing and what to expect from new plots and sessions
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through a fast morning snapshot of livestock, grain, and macro markets, then zoom in on the two forces shaping the day: weather risk and shifting expectations for yield and weights. We also connect the S&P 500 surge and key economic reports to how outside markets can still tug on agriculture pricing.
• green close across live cattle, feeder cattle, and lean hogs
• quick futures check on new crop corn, soybeans, and Chicago wheat
• improving Corn Belt soil moisture alongside growing flood risk
• Southern Plains heat building with hot nights adding stress
• StoneX August survey calling for 184.8 bpa corn and 16.6B bushels
• how modern corn genetics can outperform ugly conditions
• record-high fed cattle carcass weights starting to edge lower
• heat, shrink, and seasonal cattle mix as weight drivers
• S&P 500 and Dow futures pushing higher after a strong week
• today’s economic calendar and why it matters for ag
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We watch grains slide after the market questions yesterday’s rally, then shift into a blunt, farmer-first look at why tight margins are exposing weak links in marketing, finance, and cost control. Ben Renchi lays out the cash rent and farmland price realities most people miss, then explains why modernizing USDA NASS data matters for trust and volatility.
• Grain, soybean, and wheat weakness after crop condition updates
• A practical case for hiring professional help in marketing and strategy
• Iowa’s September 1 cash rent rollover and why it quietly sets 2027
• Why rent negotiations are relational and losing acres can be permanent
• 1031 exchanges, data centers, and step-up basis effects on land prices
• How inflated farmland values complicate young farmer entry and succession
• Rising credit use, working capital burn, and the risk of forced liquidation
• A roadmap to modernize USDA NASS with satellites, passive data, and more frequent reporting
• Survey fatigue and the push toward “one farmer, one file” to reduce duplication
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through a quick market snapshot as livestock trade lower, grains jump, and crude oil slides again. We connect weather risk, soybean crush headlines, and hog health trends to what they can mean for pricing and demand all the way down to McDonald’s.
• Livestock market recap and why a pullback follows a strong cattle move
• Grain strength across soybeans, corn, and wheat alongside weaker crude oil
• Corn Belt flooding risk and persistent storms plus heat and drying in the Southern Plains
• June soybean crush data with a focus on falling oil yield and what it signals
• PRRSV positives by age category and why keeping sow farms clean matters
• McDonald’s earnings, sales trends, and why big food buyers matter to farmers
• Today’s economic calendar and regional impacts from smoke and drought conditions
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Corn, soybeans, and wheat end the day higher, but we question whether the rally is real or just a fund-driven pause before August seasonals take over. Dwayne Bosse joins us to break down weather, basis, old crop supply, and the risk tools that keep high cost producers from relying on hope.
• why high cost production changes the marketing mindset
• how end users and buyers shape cash bids and basis
• EPA renewable fuel standard exemptions and what they may mean for biofuels demand
• export inspections takeaways for corn, soybeans, and wheat
• rain coverage gaps across the Midwest and the Dakotas
• old crop carryover and full elevators as a bearish basis signal
• corn chart reversal, volume profile gaps, and fund length risk
• soybean seasonal tendency, head and shoulders risk, and staying hedged
• wheat driven by global headlines and Black Sea export uncertainty
• cattle late-day selloff, fund selling pressure, and risk floors with LRP or options
• hog rally as short covering, then a likely sideways trade
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We walk through a fast, numbers-first market check across cattle, hogs, and grains, then zoom out to the outside forces that can move ag prices before the day even starts. We also dig into two quieter but important structural signals: record canola crush demand and a shrinking pool of select beef that changes how the choice select spread works.
• live cattle, feeder cattle, and lean hogs weekly tone and key price levels
• corn, soybeans, and wheat quotes alongside platform context
• crude oil’s overnight drop and why outside markets matter to ag
• Corn Belt flood risk versus Southern Plains heat and drought stress
• record Canadian canola crush and China’s zero tariff on canola meal
• select share falling in negotiated box beef loads as a structural shift
• packed economic calendar including PMI, ISM, export inspections, crush, and crop progress
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We break down how faster technology, prediction markets, and premium access to headlines can tilt the playing field and whip prices around before anyone can react. Then we connect the dots from Corn Belt weather to farm bill politics, cattle trade policy, Fed signals, energy volatility, and new demand for soybean crush.
• concerns about paid early access news, market fairness, and front-running risk
• grain markets turning lower as weather premium evaporates
• on-the-ground crop variability, flood pockets, and why August still decides soybeans
• what to watch in the USDA August 12 crop production report
• phased reopening of the US-Mexico cattle border tied to screwworm inspections
• Fort Morgan labor dispute and the Cargill union vote
• Senate farm bill pathway, manager’s amendment, and year-round E15 prospects
• Why California E15 retail access likely lags due to pump rules and infrastructure
• Fed decision, bond yield surge, and why bond traders “test” new leadership
• Iran headlines, Strait of Hormuz traffic, and diesel and input cost implications
• EPA small refinery exemption decision risk for RINs, ethanol, and soybean oil
• ADM soybean crush expansion, stronger basis potential, and 45Z demand tailwinds
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We break down why wheat sells off even with war risk still on the map, and we explain what “prove it” markets look like when traders stop paying for headlines. We also connect the dots from diesel and refinery constraints to the Renewable Fuel Standard, bond yields, China’s soybean inventory moves, and the politics that could shape the next few months.
• wheat futures and “geopolitical fatigue” as rallies get sold without proof
• corn and soybean action after late-July rain and month-end positioning
• Iran-related war premium and why diesel and distillates can stay tight
• USDA diesel prices and what $4-plus fuel means for harvest costs
• EPA renewable fuel standard timing, small refinery exemptions, and RINs sensitivity
• bond market warning shot with higher 30-year yields and the impact on farm borrowing costs
• China’s SinoGrain soybean auctions as inventory rotation ahead of U.S. buying
• Chinese robots, AI guardrails, and the tradeoffs in tech restrictions
• midterm election uncertainty and the debate over democratic socialism versus capitalism
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the morning’s ag market pulse, from cattle’s sharp rally and hog weakness to the latest corn, soybean, and wheat quotes alongside a big overnight move in crude oil. We also flag near-term weather risks, the upcoming soybean crush data, and why the expected border-driven wave of cattle from Mexico may end up much smaller than many assume.
• live cattle and feeder cattle jumping while lean hogs sell off
• corn, soybeans, and Chicago wheat quotes to anchor the day
• crude oil’s overnight surge and why it matters for commodities
• Northern Corn Belt rain chances and cooling into crop fill
• dangerous heat and dryness in the Southern Plains and feed yard risk
• oilseed crush report timing and what to watch in soybean meal and oil
• reasons cattle flows from Mexico could be limited despite border reopening
• today’s lone economic calendar item: UMich sentiment
If you missed the Fat Tuesday show, go to our website and subscribe at AgBull.com.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We broadcast from Ag PhD Field Day in southeastern South Dakota while corn, soybeans, wheat, cattle, and hogs swing wildly from the open to the close. We sort through what moved first, what faded, and what we’re watching next with border cattle, screwworm risk, and a potential EPA and RFS headline.
• quick take on the field day crowd, plots, and what farm tech trials prove in real time
• early grain strength followed by midday reversals and what that says about conviction
• wheat rally drivers tied to Black Sea export disruptions and global shipping risk
• export sales context for corn, wheat, and soybeans plus the China soybean sale
• settlements rundown across corn, soybeans, meal, oil, and wheats
• feeder cattle rebound, fat cattle firmness, and the supply question around a reopening border
• lean hog break and how productivity and disease management can shift supply expectations
• New World screwworm funding and why it still reads like a real risk
• weather market debate for corn and soybeans with heat, rain chances, and storm threats
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We check the overnight grain rally, livestock closes, and the weather map that’s splitting the Plains and the Corn Belt. Then we dig into packer margins still stuck in the red and how crude oil volatility is spilling into every market we trade.
• Livestock recap with live cattle, feeders, and lean hogs closes
• Plains heat and drought stress continuing into week two
• Major Corn Belt rainfall event expected through Saturday
• Overnight grain strength across corn, soybeans, and wheat
• Packer margins improving while remaining negative per head
• Crude oil surge tied to geopolitics and why it moves ag markets
• Sponsor tool for real-time headlines and market-moving alerts
• Economic calendar rundown including export sales and inflation data
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We react to a chaotic market day and connect the Fed, crude oil, and tech-driven stock volatility to what producers see in grain and livestock prices. We also lay out the “What’s Your Edge?” framework and explain why adapting to technology and strengthening people skills can help protect your farm or business from being left behind.
• Shoutouts from Ag PhD Field Day in South Dakota and what the crowd is really there to learn
• Fed keeps rates unchanged, bonds and interest rate signals, and why gold, silver, and crude matter
• Grain settlements with corn down and soybeans breaking the 12 handle, wheat holding firmer
• Cattle strength versus hog weakness, heat risk and death loss concerns
• “What’s your edge?” as a practical advantage, not a slogan
• Trading pits to electronic markets as a warning story about resisting change
• AI as a tool for organization, limits around humor and human nuance, and why people skills still win
• Rising cost of money and why producers must factor rates into every decision
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the morning ag tape from Colorado, hitting the key moves in cattle, hogs, and grains while flagging what the screens are saying right now. We also connect the dots between Corn Belt weather, border cattle policy, and energy-market geopolitics so you know what could matter next.
• Live cattle, feeder cattle, and lean hog pricing snapshot
• Soybean, corn, and wheat quotes plus the overnight tone
• 120-hour weather outlook, central Corn Belt rain chances, Southern Plains heat risk
• USDA Secretary Rollins visit to the Douglas, Arizona port of entry
• Mexican cattle imports returning soon and what that could mean for US cattlemen
• Zelensky meeting US senators, sanctions focus on Russian energy revenues, potential tariff impacts
• Why crude and Brent moves can spill into grain markets
• Cash cattle relationship to futures, watching basis through local sale barns
• Key items on the economic calendar, including EIA energy stocks and the Fed decision
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a sharp market turnaround, then sit down with Chad Leman to unpack how a Midwest corn, soybean, and hog operation survives by stacking small wins instead of chasing big swings. We talk through feed and marketing details, hard realities like PRRS and Prop 12, and what it takes to hand a farm to the next generation without breaking it.
• grain and livestock market recap plus what today’s signals mean
• Leman Farms snapshot: crops, hog numbers, team structure
• why hogs fit the farm business even if you hate them
• feed grinding, ration tweaks, and why micron size matters
• the “base hit” farm marketing approach and risk control
• succession planning lessons: turn over responsibility early
• PRRS impacts on sows, pig flow, finances, and morale
• pork demand concerns and the taste vs leanness tradeoff
• Prop 12 and how one state can reshape market access
• crop conditions after flooding, heat, and rain swings
• fertilizer price uncertainty, manure value, and rotation decisions
May I direct you, beloved viewer, to agbol.com where you can dig deeper with Ag Bull Intel. Take your marketing by the horns.com or call 855-737 Farm. 855-737 Farm for the details.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run a fast, practical morning check on livestock futures and grain futures, then connect the dots between heat, rain chances, and slipping crop ratings. We also revisit screw worm risk with a measured update, flag a key geopolitics headline, and end with the day’s economic calendar.
• Live cattle, feeder cattle, and lean hogs futures snapshot
• Soybean, corn, and Chicago wheat quotes and overnight direction
• 48-hour forecast read, Corn Belt rain setup, and persistent extreme heat
• Crop progress report declines in good to excellent corn and soybeans
• State-by-state contrasts in drought and rainfall, why the macro view can miss local reality
• Screw worm status near the border, what “controlled” actually means, and steady husbandry focus
• Trump meeting Zelensky headline and where we point you for daily ag policy coverage
• ADP employment change, retail inventories, housing price index, and consumer confidence on the calendar
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if you'd like more Ag Bull in your life, go ahead and follow us on our social medias. Then maybe pop over to our website and check out our premium subscription.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Markets sell off hard across grains and livestock, and we walk through the closes while asking why a supposed weather market can still drop this fast. We also connect the crude oil plunge and Iran uncertainty to broader commodity volatility, then end with the week’s heat-driven forecast and a few offbeat history notes.
• early technical difficulties and a quick solo format
• corn, soybeans, wheat and the soybean complex closing lower
• feeder cattle limit down and widespread livestock pressure
• crude oil selloff and geopolitics as a volatility source
• “broken glass” analogy for splintered conflict risk
• whether the move is a healthy correction or technical damage
• extreme heat warnings, storm risk and drought versus excess rain impacts
• Ag PhD Field Day travel and broadcast plans
• items of mild interest plus the bagpipes “Ag Injustice”
Go to AgBull.com, visit our premium side there. You can get text alerts. I mean, heck, there are people that you can call if you just want to talk to somebody about these markets. Agbull.com, or of course you can call 855-737 Farm, 855-737 Farm.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We’re watching a brutal heat wave collide with fresh cattle market headlines, and we lay out what that mix can do to volatility. We recap where live cattle, feeder cattle, and lean hogs closed, then zoom in on the border reopening, fertilizer pressure, and the cash-futures link you can use right now.
• Live cattle, feeder cattle, and lean hogs weekly close recap
• Record heat across key Plains locations and what extreme swings mean for stress and performance
• DAP fertilizer staying elevated, with energy and supply chain factors to watch
• USDA border reopening timeline and why it may not mean an immediate flood of imports
• July 1 on feed context and the idea of a historically large front-end supply
• Chart of the day showing tight correlation between cash and nearby futures
• Key economic releases, including durable goods, export inspections, and crop progress
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We lay out why war headlines, extreme heat, and shifting trade policy are hitting grains and cattle at the same time, then sort the signal from the noise so you can make cleaner market decisions. We also explain why we are moving toward text alerts and paid research, because faster information and better tech cost money.
• moving Jim’s updates toward text alerts and a paid newsletter while protecting legacy readers
• breaking down weekly action in corn, soybeans, wheat, cotton, cattle, and hogs
• explaining why overnight lows matter for corn fill and why free weather apps overstate extremes
• tracking fund positioning, short covering, and what “penny calls” really mean
• reading the cattle inventory and cattle on feed reports for supply clues
• assessing the phased reopening of southern border cattle flows and the feeder cattle impact
• mapping tariff risks, forced-labor trade rules, and possible upside for US cotton exports
• connecting Iran conflict risk to crude oil, diesel prices, and farm input costs
• outlining Black Sea shipping disruption and why wheat stays headline-driven
• previewing Farm Bill timing, E15 questions, and farmer aid debates
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1-855-737 Farm.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We recap a wild day in ag markets, including wheat’s sharp selloff and recovery, then bring in Shaun Haney to give a clear-eyed Canadian view on crops, costs, smoke, and trade. We leave with a practical perspective on how politics, weather, and global headlines squeeze farmers on both sides of the border.
• wheat volatility tied to Ukraine headlines, thin volume, and options expiration
• corn and soybeans recovering after early weakness, with livestock strength holding
• Shuan Haney’s Real Agriculture story and why he covers a North American beat
• Western Canadian crop conditions, canola and spring wheat potential, and the need for timely rain
• farm input costs plus rising fixed costs making profitability harder to pencil
• wildfire smoke realities, wind direction, and why cooperation beats finger-pointing
• how Canada’s farm program framework differs from the U.S. farm bill process
• USMCA/CUSMA tariff leverage, dairy and alcohol blowback, and regional stakes inside Canada
• Canada-China dynamics, canola exports, EV imports, and risk to the North American auto pact
Call 855-737 Farm.
Check out the Real Ag Radio podcast wherever you get your podcasts.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the morning ag market pulse, from a higher close in livestock to a weather pattern that feels unusually extreme for late July. We then dig into why wheat prices are climbing fast, how to read the cattle on feed numbers with healthy skepticism, and where new AI rules could ripple across business and media.
• Livestock markets closing higher across cattle and hogs
• Late July cool snap and record lows across parts of the Corn Belt
• Severe weather setup risk for northern and northeastern areas
• Wheat price surge tied to Black Sea conflict and constrained trade
• Record low wheat supplies across major exporting regions
• Shifting consumer demand for wheat products amid diet trends
• Cattle on feed report as a useful estimate with survey limitations
• Using AI to summarize reports before deeper reading
• Amazon labeling rules and New York synthetic performer disclosure law
• Key economic calendar items including PMI, new home sales, and USDA reports
If you have any questions or any comments, we'd love to hear them. Our emails are linked below, as well as all of our social medias where you can find us, comment, and message all the time.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a fast-moving day across grains, crude oil, and livestock with Brian Hoops, then connect the dots between war risk, weather stress, and the return of market premium. We also dig into export demand, yield uncertainty, fertilizer availability, and the price levels that matter for producers heading toward harvest.
• crude oil rally and how war premium leaks into agricultural markets
• corn and soybean summer lows as potential longer-term support
• export sales context and why China buying changes the tone
• wheat strength tied to Black Sea disruption and global supply
• Europe heat and U.S. export opportunity
• the yield debate between USDA numbers and private models
• genetics and modern farming practices supporting crop resilience
• upside targets and realistic downside retracement levels
• fertilizer price versus fertilizer availability heading into 2027
• livestock markets needing demand and exports to turn the trend
Get useful news from TradeTheNews.
May I quickly direct you to AgBull.com, where you can dig deeper with Ag Bull Intel, 855-737 Farm. 855737 Farm. Take the markets by the horns with AgBull.com.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a fresh overnight rally in grains and connect the move to shifting crop weather across the Midwest. We also break down a steep feeder cattle drop, preview the Cattle on Feed report, and tie in stock market volatility driven by AI spending and higher oil.
• livestock recap with live cattle down, feeder cattle sharply lower, lean hogs steady
• Corn Belt forecast with short-term cool relief and weekend heat returning
• Heavy rain and flooding risk in the mid-Atlantic, drought relief for dry areas
• Grain markets rallying overnight as crop conditions drive price discovery
• Cattle-on-feed setup with front-end supply buildup and heavyweight cattle pressure
• Stocks slipping after Alphabet and Tesla earnings and rising AI cost concerns
• Oil strength linked to overseas conflict and broader market risk tone
• Heifer retention data as a small but meaningful herd rebuild signal
If you need more AgBull in your life, I highly recommend going over on the premium side at AgBull.com.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We bring in ag-focused IT and cybersecurity pro Chris Sherman to explain why farms are now prime targets for hackers and what practical defenses actually matter. We walk through simple upgrades like better email, stronger passwords, and MFA, plus the real-world tech that keeps a farm connected and monitored.
• why agriculture is a top cybercrime target and what ransomware can disrupt
• what TechSupport.farm does and why ag-specific IT support matters
• how a fence check finds holes in your digital defenses
• why free email accounts increase phishing and fraud risk
• managed IT that improves Wi Fi, networking, and multi-site connectivity
• EDR and MDR explained as layered cybersecurity protection
• farm camera systems for livestock monitoring and theft prevention
• rural connectivity options including Starlink and carrier support
• quick wins like password managers, 12+ character passwords, and MFA
You can get all the details, text alerts, daily info, and more at AgBull.com or call 855-737 Farm and become a subscriber to our premium side.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
The market didn’t just wobble today, it lurched. We jump right into the live cattle and feeder cattle futures break, then unpack what’s actually driving the pressure: a softer cash tone, an extremely strong basis, beef prices drifting lower with the season, and packer margins stuck deep in the red. When you pile on a large front-end supply of fed cattle and record heavy carcass weights, the “why” behind the volatility starts to come into focus fast.
Mike Sands helps us sort through the signal versus the noise as we preview two major USDA reports coming at the end of the week: the Cattle on Feed report and the mid-year cattle inventory report. We talk about what it means if feedlot inventories stay above last year, why cattle on feed over 180 days matters so much for marketing flexibility, and how heavy weights can keep fed beef tonnage near or above last year even if the national herd feels historically tight.
We also zoom out to the longer game. Heifer retention may be inching higher, but drought and stocking rates can change plans overnight, and the cattle cycle turns slowly. On top of that, higher corn prices, stronger basis, and rising energy costs are reshaping break-evens at the worst possible time. We close with a hard look at feeder cattle supply, the impact of the southern border closure, and why Mexico’s feeding industry may have permanently changed the old import math.
If this helped you think clearer about what comes next, subscribe, share the show with a cattleman or trader who’s watching these swings, and leave a quick review so more people can find us.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run the morning numbers across cattle, hogs, and grains, then zoom out to the two forces that can change sentiment fast: weather shifts at home and headline risk abroad. We track cooler Corn Belt forecasts, Brazil’s rain-delayed safrinha harvest, and how Iran-driven oil spikes can spill into inflation and interest-rate expectations.
• Live cattle, feeder cattle, and lean hog closes and what looks steady versus mixed
• Quick check on soybeans, new crop corn, and Chicago wheat futures
• Cooler temperatures across the Corn Belt and where rain chances show up next
• Brazil safrinha corn harvest pace and why wet weather slows fieldwork
• Cattle on Feed report timing and what we’re watching into Friday
• Iran conflict headlines, crude oil jump, and the knock-on effects for rates and broader markets
• EIA energy stocks and other key items on today’s economic calendar
Find it on our website, Agbull.com. We’d love to have you there. $25 a month or $250 annually.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
The crop ratings look decent at first glance, then the conversation turns to what’s lurking underneath: heat at the wrong moment, warm nights that don’t let corn “cool down,” and a growing divide between fields that caught the right rain and fields that didn’t. We walk through the latest crop progress numbers, why spring wheat is sliding hard in parts of Montana and the Dakotas, and how a returning heat ridge can quietly change the yield story before the next report even hits.
After a quick, practical look at the morning markets across corn, soybeans, wheat, cattle, and lean hogs, I’m joined by Rachel Fishback from Southeast Iowa, better known online as Iowa Farm Mama. Rachel creates Pride of Pork and Pork Industry News on Acres TV, and she’s on a mission to show what people never see: how hog barns are built, why slat and facility remodels are booming as costs surge, and how many skilled people stand behind a “safe, reliable protein” on your plate. She also shares what’s happening outside her window, from violent downpours to river gauges that keep river bottom farmers on edge.
We get into the harder stuff too: expensive inputs, stretching manure farther, and the cultural hurdle farmers face when they’re raised to stay humble but the world still demands answers. You’ll leave with a clearer view of Midwest weather risk, pork industry trends, and how to tell an honest farm story without turning it into a sales pitch. Subscribe, share this with a friend who cares about agriculture, and leave a review telling me what topic you want us to tackle next.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We break down the market drivers that matter before most people finish coffee, from a sharp rebound in live and feeder cattle to the newest crop progress numbers. We also track a mixed U.S. weather setup, a disappointing Tropical Storm Bertha rain story, and tariff news out of Canada that could spill into key agricultural products.
• Live cattle and feeder cattle bounce higher, lean hogs edge lower
• 120-hour forecast shows cooler temperatures in parts of the Corn Belt and Central Plains
• Rain misses in parts of the Upper Midwest while the Ohio Valley looks wetter
• Tropical Storm Bertha fails to deliver the rain the dry South hoped for
• USDA crop progress: corn down one point, soybeans up one point
• Spring wheat ratings drop hard, led by Montana’s sharp decline
• Canada tariff headline under Section 338 and potential impacts on dairy, barley, and wheat
• ADP employment change on the day’s economic calendar
• Teasers for Ag Squawk P.M. and the Fat Tuesday cattle show with Mike Sands
Make sure to look on all channels for Ag Squawk.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We come into Monday expecting more downside, then watch soybeans, corn, and cattle flip the script with a broad rally that forces us to rethink the drivers. With Brian Grete from Commstock, we separate weather talk from real demand signals, fund positioning, and the technical levels that can keep a move alive.
• quick market recap across grains and livestock
• soybean rally drivers tied to China demand, biofuels optimism, and fund money flow
• soybean technical breakout dynamics around the $12 area
• wheat spreads, Black Sea backdrop, and why wheat tries to find its identity
• corn framed as a holding pattern while traders wait on USDA crop condition ratings and August estimates
• cattle selloff context, cash market pressure, boxed beef weakness, and what packers can tolerate
• key cattle catalysts ahead with cattle on feed and cattle inventory reports
• lean hogs rebuilding a cautious uptrend while futures wait on the cash index
• New World screwworm treated as a background risk unless spread accelerates
Call 855-737 Farm for all the details
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track an overnight rally in grains, then connect the move to a mixed U.S. weather map and shifting rain prospects in the Black Sea. We also flag a fresh screwworm update for livestock producers and explain why crude oil volatility tied to Strait of Hormuz risk can bleed into ag markets.
• Overnight strength in corn, soybeans and Chicago wheat after weeks of pressure
• Drought and 95-to-100-degree heat across the western Corn Belt and Central Plains
• Tropical storm risk for Florida and parts of the East Coast
• Black Sea rainfall window supporting wheat before a drier turn
• Grain price levels to watch and why the Sunday night open matters
• New World screwworm update at 39 animal cases and the two competing spread narratives
• Crude oil futures whipsaw and what geopolitics does to energy markets
• Export inspections timing and Crop Progress as near-term catalysts
• Recommendations to catch the afternoon show and recent guest insights
Make sure and check that out at our website at agbull.com because we'd love to have you subscribe on the premium side of things.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We connect the biggest shifts in ag markets, from a sharp cattle break and rising beef imports to a grain rebound powered by fund flow, export demand, and tighter global supply signals. We also tie war risk and trade policy to real-world input costs, then map what Washington and USDA reports could change next.
• weekly market performance across corn, soybeans, wheat, cotton, cattle, and hogs
• Why wheat leads on Black Sea disruption and European crop concerns
• cattle futures down hard with cash strength creating a gap to watch
• beef import trends and supplier shifts are adding pressure to cattle
• managed funds rotating back into grains as seasonal lows get tested
• China demand signals and what trade commitments may mean through 2028
• soybean oil rally linked to tariffs, tallow flows, and biofuel demand
• key USDA cattle inventory and cattle on feed data as a near-term catalyst
• US-Iran conflict risk flowing into crude oil, diesel, and fertilizer costs
• Congress focuses on the USMCA, Farm Bill, E15, additional farmer aid, and CCC limits
• Bayer pulling the glyphosate petition after farm group pushback
• Fed independence, interest rates, and what credit means for farm risk
If you want to get on Jim's newsletter, www.agbull.com
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We go from a real-time ag markets check to a wide-ranging macro talk with Jared Dillion on why calm markets can be the most dangerous. We dig into volatility, AI-driven speculation, metals, politics, and a simple diversified portfolio designed to help you sleep at night.
• quick read on grains and livestock alongside shifting sentiment and inflation data
• Jared’s view of leverage, zero DTE options, and why he stays bullish on volatility
• Why South Korea and Taiwan semiconductors matter to U.S. tech and the AI trade
• the “every shortage is followed by a glut” framework applied to AI capex
• What Jared looks for in gold price action and why silver offers right-tail upside
• Why deflation could be the next big worry if the tech bubble breaks
• a practical definition of a bubble tied to money made versus effort
• how technology booms often crash, go sideways, then finally deliver real winners
• The “Awesome Portfolio” concept: stocks, bonds, gold, cash, real estate at 20% each
• bond market sentiment as a contrarian signal when longtime bulls capitulate
Go to daily dirtnap.com, hit the subscribe button.
or call 855-737 Farm
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a smoky Midwest morning and what heat and limited rainfall could mean for stressed wheat areas, especially spring wheat. We also break down a Kansas City wheat surge tied to Russia Ukraine conflict risk, then zoom out to beef demand strength and a NASDAQ slide driven by AI and chip fears.
• Lean hogs holding near $100 with limited movement across months
• Smoke and air quality concerns plus hot, dry weather risk for wheat regions
• Kansas City wheat limit-up move tied to Black Sea export disruption risk
• Retail beef prices staying high while demand indicators remain resilient
• NASDAQ 100 sell-off and why outside markets still matter for agriculture
I encourage you to join us on the premium side. 25 bucks a month or 250 annually. You can join the AgBull team.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We size up a rough day in grains and cattle while leaning into what Indiana fields actually look like right now, from variable stands to tar spot risk and nitrogen questions. Brad Downing and Kyle Brumley of Cross Creek Ag Solutions explain how replicated on-farm testing and a biology-plus-chemistry mindset can protect ROI when margins are tight.
• Quick market check across corn, soybeans, wheat, cattle and lean hogs
• Cross Creek Ag Solutions mission and why they focus on education and ROI
• DERT dynamic intensive replicated testing with full-field reps
• Indiana crop conditions including planting windows, rainfall swings and drown-out spots
• Nitrogen loss concerns and tar spot conditions without local blowups yet
• Farm economics pressure driving fertilizer cutbacks and cash flow constraints
• Blending biological products with traditional fertility to unlock tied-up nutrients
• Chicken litter as a valuable but finite soil health tool
• Yield ceiling debate and why biology may keep raising potential
• Hybrid-specific population trials to find the best ROI seeding rate
• Practical advice including cost of production, marketing discipline and tissue sampling
CrossCreekag.com. You can find us on all social media outlets, YouTube, Apple, and Spotify.
Take the market by the horns with Agbull.com
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track the morning’s ag market signals, from cattle and hog moves to grain quotes that set the tone for risk. We also connect drought-stressed weather patterns to the soybean volatility and the widening price gap between ground beef and cheaper proteins.
• Live cattle weakness and feeder cattle firmness in key months
• Lean hogs back in triple digits and what that signals
• Grain market quotes and what to watch next
• Western Corn Belt and hard red wheat belt dryness with hot overnight lows
• Mid-South drought risk and why it stands out seasonally
• Soybean demand uptick versus South America price advantage
• Ground beef priced far above chicken and pork while demand holds
• Choice-or-better grading jump and fewer select cattle
• What cattle grading trends could mean for lean grind imports
If you have any questions or have anything you’d like to see on the show, make sure and drop a comment on any platform where you’re watching.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a sudden wheat surge and a midday snapshot of grains and livestock, then shift to a boots-on-the-ground conversation about agronomy that directly improves farm profits. Zach Hefty explains how Ag PhD teaches practical crop science and why their Field Day draws thousands by focusing on real research instead of a sales pitch.
• Quick grain, cattle, and hog market check plus what is driving wheat
• Ag PhD mission and how agronomy education ties to yield and profit
• Farm Basics and why clear explanations matter for non-farm audiences
• Acres TV as a free “Netflix for agriculture” style platform
• Ag PhD Field Day overview including plots, speakers, food, and logistics
• Why the event stays one day and what makes the plot tours different
• Choosing late July for crop growth stage timing and a gap in fieldwork
• How farmers mix AM radio, podcasts, and social media to learn
• Current heat and drought conditions in South Dakota and what it means in-season
If you're watching on YouTube, don't forget to like and subscribe and share this bad boy around to all your friends who may be interested.
Just go to agphd.com to pre-register and to learn more.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run the morning numbers across livestock and grains, then zoom in on the overnight grain rally and what the screen is signaling right now. We also flag the weather split across the Corn Belt, preview the NOPA soybean crush report, and connect Wall Street’s AI-driven momentum to today’s macro calendar.
• Live cattle and feeder cattle selling off across the board
• Lean hogs mixed with firmer front months and weaker back months
• Corn and wheat leading an overnight grains rally while beans lag
• Rain expected in the eastern Corn Belt through the weekend
• Mostly dry pattern for the western Corn Belt and hard red wheat belt
• NOPA soybean crush and oil stocks outlook and why crush demand matters
• Morgan Stanley earnings and how the AI wave is lifting trading and banking
• Today’s schedule for mortgage applications, PPI, EIA energy stocks, and the Fed’s Beige Book
Hey, make sure and tune in to Mr. Davis Michaelsen this afternoon.
Go ahead and catch that on all platforms where you find media, YouTube, Spotify, Apple Music.
If you can't get enough and said, Jed, you didn't go over cattle quite enough today, I encourage you to go over to the premium side. $25 a month or $250 annually.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We roll through a fast market recap, then pivot hard into cattle after a surprise power outage changes the day’s guest plan. We break down why cattle futures are under pressure even with tight long-term supply, and why cash signals, weather stress, and risk planning matter right now.
• corn, soybeans, and wheat close and what actually moved markets
• Why mid-July demands a real harvest selling plan for cash flow
• range-bound corn trade and what could break it
• China demand expectations and why wheat could be a sleeper
• crude oil volatility and harvest diesel risk management
• How ag media is changing fast and why companionship beats “content”
• cattle correction talk, front-end supply, and perishable reality in July heat
• cash market strength, basis, and why local sale barns still set the tone
• beef-on-dairy growth, beef imports for the grinder, and what shifts next
• New World screwworm status and broader cattle health headlines tied to weather
Please make sure to like, subscribe, and share this bad boy around.
Call 855-737 Farm.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run the morning checklist that moves ag markets, from cattle and hog futures to weather risk and an overnight grain slide. We also dig into a record-large managed money short in lean hogs and a surprising Apple lawsuit tied to OpenAI and the broader AI trade story.
• Live cattle and feeder cattle pricing snapshot across contracts
• Lean hogs selling pressure and what it signals
• Warming and drying outlook with 100+ degree heat in the Northern Plains
• Ongoing dryness in the hard red wheat belt and the timing of possible relief
• Sharp overnight drop in corn and soybeans with wheat less affected
• Managed money positioning in lean hogs near the largest gross short since 2006
• Tight supply narrative with a small US sow herd and higher productivity
• Apple suing OpenAI over alleged trade secret theft and why AI still matters to traders
• Key economic calendar items including NFIB, ADP, CONAB and CPI
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a choppy market day, then zoom in on why crude oil headlines and a friendlier USDA report have corn traders starting to lean bullish. We also talk weather risk, export demand, fund positioning, ethanol and soybean oil, then leave you with a clear hedging idea for December corn.
• mixed closes across grains and livestock, with crude oil shooting higher
• Why Strait of Hormuz headlines keep reigniting the energy market
• What the latest USDA numbers change for corn ending stocks and demand
• How heat and rainfall forecasts can push December corn out of a range
• Field-level crop checks from central Illinois and how that frames yield risk
• Export inspections, China potential, and why demand still matters
• Balanced fund position and how it can fuel a move either direction
• Ethanol demand basics, RINs at a high level, and soybean oil’s strength
• Actionable grain marketing thoughts on HTAs, carry, and the Dec-Mar spread
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We walk through a wild morning where crude oil surges, stocks slide, and ag markets react in real time. We connect the dots between energy, inflation, interest rates, grain futures, cattle costs, and the weather threats that matter most during pollination.
• crude oil strength and why it ripples through farm expenses
• grain market snapshot for corn, soybeans, wheat, oats, soybean oil, and meal
• outside markets pressure and what it signals for risk appetite
• Why higher input prices can push interest rates higher
• cattle market struggles and the cost of placing cattle
• Iran and the Strait of Hormuz headline as a recurring market disruptor
• pollination weather setup, the dome, and what ridge riders could change
• Europe and wheat risk, including Black Sea impacts
• USDA report reaction and why the corn balance sheet matters
• key technical levels on December corn: 440 support and 480 resistance
• What to watch next: Fed speakers, export inspections, and crop progress
If you enjoy the show, AgSquawk AM is free. Ag Squawk in the afternoons with Davis is free. If that's something that interests you, subscribe.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a week where grains jump on a mix of USDA surprises, Black Sea risk, and a forecast that keeps getting hotter at night. We connect the dots between demand pull, fund positioning, and policy headlines that can swing energy, fertilizer, and farm margins fast.
• weekly price moves across corn, soybeans, wheat, cotton, cattle, and hogs
• Why higher feed costs and interest rates squeeze livestock
• USDA calling the smallest US wheat crop since 1970
• Corn ending stocks cut, and why the August 12 survey matters
• Azov Sea and Kerch Strait disruption as a wheat market trigger
• veg oil signals, canola watching, and imported biofuel positioning
• overnight temperatures as a real corn yield risk
• rainfall extremes and why “average” weather disappears
• World corn stocks down, plus what funds can do next
• China tariff talk rumors and what it could mean for ag exports
• Iran and the Strait of Hormuz as an energy and fertilizer factor
• USMCA renegotiation leverage and a reality check on Spain trade
• Congress agenda, potential farmer aid, and year-round E15 pressure
• RFS 2028 timing likely slipping and what EPA staffing changes mean
• screwworm spread in Texas and why wildlife detection matters
• NCGA input cost gap vs Brazil and what lawmakers may chase next
Text it to your friends. Click like and subscribe. If you want to go the other side, $25 a month, $250 annually, you can go to the Ag Bull website
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We break down a market-moving USDA report with Jim Wiesmeyer, from a wheat rally driven by tight stocks to corn and soybeans leaning bullish on demand. We also zoom out to the next yield milestones, weather risk, and the policy headlines that could steer farm prices for months.
• wheat crop outlook tightest since 1970, Plains drought impacts, and falling ending stocks
• corn framed as a demand-pull market, lower ending stocks on feed use and exports
• soybeans supported by stronger export expectations, potential for tighter stocks if China buying accelerates
• Why does the August 12 survey-based yield report become the key event
• What farm leaders ask behind closed doors, from China commitments to drought monitor boundaries
• renewable fuel standard set three timing, 45Z, and sustainable aviation fuel demand implications
• Congress agenda: farm labor, year-round E15, farm aid, CCC borrowing authority, cost competitiveness versus Brazil
• rural health care pressures, ACA subsidy changes, and telehealth
• USDA modernization and scheduling tools, benefits, and adoption hurdles
Agbull.com, 855-737-Farm, AgBull.com. 25 bucks a month or 250 for a whole year of Ag Intel. Take your marketing by the horns with Ag Bull Intel.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the biggest moving pieces for ag markets as report day arrives, from red livestock closes to weather risks that can change the mood fast. We also break down why beef imports are climbing and why the John Deere right to repair decision matters for every farmer who turns a wrench.
• Livestock futures finish lower across cattle and hogs
• Heavy rain and flooding concerns in parts of Missouri, Illinois, and Kentucky
• Unusual high pressure pattern worth watching for weather shifts
• USDA WASDE report timing and why markets can move hard on release
• Beef import values pushing toward record levels and the link to cow slaughter and grinding beef
• FTC case outcome forces John Deere to share repair software access with farmers and independent shops
• Friday Futures preview with Tom Leffler plus a nod to Davis Michelson’s fertilizer deep dive
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run the midday grain and livestock check, then get blunt about why fertilizer bills still feel upside down against what the crop can earn. We walk through retail nitrogen, phosphate, and potash pricing, tie it to global supply and policy shocks, and leave you with a clearer way to think about per-acre risk.
• Quick market snapshot for corn, soybeans, wheat, cattle, and hogs
• Why we use USDA Iowa and Illinois retail fertilizer prices as a benchmark
• Current nitrogen pricing for anhydrous, UAN 28%, UAN 32%, and urea with year-over-year context
• Why UAN and urea can look overpriced versus anhydrous on a pound-of-N basis
• How global supply exposure to Russia and the Middle East filters into US fertilizer prices
• Why expanding domestic nitrogen production is slow, expensive, and heavily regulated
• Phosphates and potash prices, including DAP, MAP, and potash year-over-year moves
• What the emergency action on phosphate imports from Morocco could mean for supply risk
• A retail fertilizer price index compared to expected new crop corn revenue per acre
• Fuel check on propane and farm diesel plus what energy inventories suggest
• Weather risk outlook for storms, heat, and heavy rain
If you're watching us on YouTube, don't forget to like and subscribe, share us around, tell your friends.
Consider becoming a premium subscriber, go to www.agbull.com.
Send me your thoughts. DavisM@nesvick.com
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We walk through the morning’s key ag market signals, from cattle, hogs, and grain quotes to weather swings that can change the outlook fast. We also look ahead to the WASDE report, dig into the slump in US beef sales to China, and connect the dots between oil headlines and broader commodity pricing.
• Live cattle down while feeder cattle holds firmer ground
• Lean hogs posting a sharp jump and what that signals
• Quick check on corn, soybeans, and wheat prices
• Midwest rain totals alongside extreme Northern Plains heat risk
• WASDE Eve expectations after recent quiet reports
• Beef exports to China collapsing while US imports rise
• Brent crude volatility tied to war news and shipping risk
• Key economic releases on the calendar including export sales and jobless claims
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a sudden crude oil surge tied to Iran headlines, then zoom out to what it could mean for farm inputs like fertilizer while grain and livestock markets churn. We also talk with Doug Hensley of Hertz Farm Management about why Midwest farmland values stay stable, who is really buying land, and what data says about the farm economy heading into late 2026.
• Grain, livestock, and ethanol headlines shaping the day’s tone
• Crude oil volatility and why geopolitical risk can hit agriculture fast
• Fertilizer cost sensitivity and why markets can move on comments overnight
• What Hertz Farm Management does across farmland sales, valuation, and management
• Why farmland prices can look disconnected from corn until you factor cycles, inflation, and balance sheets
• The role of government payments in supporting net farm income and rural economic activity
• Alternative investments versus farmland returns and volatility over decades
• Why the 1980s land crash differs from today’s lending environment
• Who buys farmland in the Midwest and why “investor” is often misunderstood
• Late-2026 outlook driven by limited supply, local competition, and new capital from wind, solar, and data centers
• Iowa and broader Corn Belt weather, flooding risk, and the pollination window
If you're looking for ag Intel, go to agbull.com, agbull.com, and their daily info will keep you updated on all of that, including the settlements of each day.
Agbull.com or give us a call at 855-737 Farm.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track a weather-driven ag market setup as livestock closes mixed and grains grind higher overnight. We also connect a major heat wave in France to global corn supply risk and explain how a sharp Dow and oil move can spill into farm markets.
• Livestock market closes for live cattle, feeder cattle, and hogs
• Grain markets firmer overnight for corn, soybeans, and Chicago wheat
• Corn Belt forecast shifting from near-term rain to hot, dry heat
• France heat wave driving a steep drop in corn crop conditions
• Why France’s role in EU corn production matters for Chicago futures
• Outside markets whipsaw as oil surges and Dow futures fall
• Key economic calendar items including EIA stocks and FOMC minutes
Go ahead and follow us on our socials. We're on all of them.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run the numbers on grains, livestock, and crude oil, then shift from the trading screen to the field with Iowa farmer and ag diplomat April Hemmes. We dig into what technology is actually worth paying for, how export relationships are built, and why farmers are pushing back on water quality and cancer claims that skip the hard proof.
• Corn, soybean, and wheat closes after a quieter session
• Cattle and hog pressure and what it signals
• Crude oil prices alongside Strait of Hormuz tension
• July crop conditions in north central Iowa, tasseling corn and catching-up beans
• Waterhemp control challenges and why “going cheap” can fail
• AI in agriculture, autonomy, drones, and the affordability test
• Data centers, water use concerns, and the case for rural infrastructure
• Hosting global soybean buyers, foreign material standards, and building trust
• Nitrates in drinking water, cancer narratives, and demanding evidence
• Input inflation, margin squeeze, and reducing reliance on ad hoc payments
May I direct you beloved viewer to agbull.com where you can dig deeper with Ag Bull Intel. When Abraham Lincoln says the best way to predict your future is to create it look for agbull.com. Take your marketing by the horns with Agbull visit agbull.com or call 855-737-Farm for the details.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run the board from livestock to grains, then zoom in on weather that could swing yield expectations across the Corn Belt and the Northern Plains. We also unpack a Trump claim about Walmart ground beef prices and flag breaking news out of Russia that could jolt the energy markets.
• Live cattle, feeder cattle, and lean hogs levels to watch
• Overnight grain strength in corn, soybeans, and Chicago wheat
• Scattered Corn Belt rains through Saturday and why variability matters
• Northern Plains dryness risk through mid-July
• Trump True Social claim that Walmart drops ground beef 15% and the import questions it raises
• Ukrainian drones hitting Russia’s largest oil refinery and potential oil market shockwaves
• ADP employment change timing and Purdue Ag Sentiment release
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We take the markets by the horns at high noon, mixing big picture economics with what’s moving grains, cattle, and hogs right now. We also zoom out on America through the World Cup lens before zooming back in on beef exports, tight cattle supplies, and what weather could do next.
• Corn and soybeans ripping higher on a weather market
• French corn condition slide and why global heat matters
• Beef export sales shock and why backdated numbers spook traders
• Feeder cattle swings and cash-to-futures premium watching
• Heavy cattle weights, replacement pain, and what limits expansion
• Pasture conditions in eastern Colorado and the High Plains
• Summer grilling demand, protein trends, and recession chatter
• National Weather Service outlook for storms, flooding, and heat
May I direct you, beloved viewer, to Agbull.com where you can dig in deeper with AgBull Intel. Take the markets by the horns with AgBull. Visit Agbull.com or call 855-737-Farm.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the morning board for cattle, hogs, corn, soybeans, and wheat, then connect the overnight grain rally to Midwest flooding risk. We also walk the short-term forecast, rising carcass weights, and the key reports that could move markets after the close.
• Live cattle, feeder cattle, and lean hogs opening levels and what stands out
• Overnight corn and soybean strength tied to flooding across the Midwest
• Why flood damage can erase yield potential regardless of inputs
• 72-hour forecast patterns, dry strip coverage, and ridge rider chances
• Hard red wheat belt dryness and why France heat still matters
• Feeder replacement challenges driving heavier fat cattle and carcass weights
• Steer and heifer carcass weight comparisons versus last year
• Today’s calendar including export inspections and after-close Crop Progress
Go ahead and find it at AgBull.com.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
A 6-minute breath hold sounds like Hollywood fiction until a Marine water survival instructor explains the real formula: control movement, slow the heart, and keep your mind out of the panic zone. We start with the Midwest heat dome and the long-weekend vibe, then Brian Splitt from Agmarket.net brings us inside Marine Corps water survival qualification, what “panic” really means, and why calm is a trained skill, not a personality trait.
From there, we pivot hard into market analysis you can use. We break down silver’s technical structure after a major run, where support is showing up, and why the dollar index often moves as the mirror image of metals. Then we move through the grain complex with a producer’s eye: corn reacting to weather and repeating chart behavior into the holiday, soybeans sitting on a clear shelf with the 200-day moving average in play, and wheat trying to build a base while harvest pressure lingers and report data offers a bit more support.
Energy and livestock close the loop. We talk crude oil levels that matter on the long-term chart, why pump prices do not drop instantly when crude sells off, and what that lag means for costs and margins. Then we hit cattle, feeders, and hogs with straightforward technical signals, cash-market gravity, and the kind of “what would have to break” road map that helps you manage risk instead of guessing.
Subscribe for more market-first conversations, share this with someone watching weather and charts, and leave a review if you want more guests who can connect real-world training with real-world trading. What market do you want us to unpack next?
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through early grain and livestock market action from Nashville, then map the key economic reports that could move prices today. We also introduce the Ag Squawk AM and PM crews, share how we build the morning workflow, and close with a blunt take on where American agriculture is headed as the country turns 250.
• early grain market check on corn, beans, and wheat strength
• livestock session recap with lows to highs price action and sideways chart signals
• who powers the morning and afternoon shows, plus why the weather and research emails matter
• today’s economic calendar, including the unemployment rate and other scheduled releases
• how to follow the shows, find partners, and get involved as a guest
• Why technology, semiconductors, and data debates are becoming farm decisions
Go to Agbull, agbull.com.
Hit us up on the Ag Bull website. Just say contact us, and we'll get to that.
If you need more information, give us a call at 1-855-737-Farm
If you'd like a free trial of Trade the News, go ahead. Go to Trade the News. Tell them the Ag Bull boys sent you and that you want your free trial.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We sit down with Brock May and Lance Miller to unpack Bloodlines Online Sales and why they built a membership-based platform where sellers pay no commission. We walk through how the site handles listings, bidding styles, and fast payments, plus the Stock Exchange concept for selling everything from livestock to semen inventory.
• Brock and Lance’s background in show stock and how the idea starts as a UW Madison capstone project
• Why a subscription model replaces percentage commission and what that changes for sellers
• User-friendly setup with built-in “how it works” videos and mobile-first uploading
• Stripe-powered ACH payments, instant invoices, and why Bloodlines never touches funds
• Horse race closing with seller-controlled “last call” to reduce snipe bids
• Progressive closing with a per-lot inactivity timer and adjustable timing
• Seller tools like floors and “autopilot” notifications near the floor
• Stock Exchange listings with claim price, make an offer, and call for pricing
• Bulk inventory for semen sales with live remaining counts and sold-out banners
• Bundle perks for running online auctions plus private treaty listings
If you have any questions, reach out to Brock and Lance. You can go ahead and go find the website at BloodlinesonlineSales.com.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We step away from the USDA report noise and talk with Central Iowa farmer Ted Hamer about what farm life looks like when the corn is tall, the weather turns heavy, and the next generation is actually in charge. We dig into succession, trust, tech choices, and why farmers are fed up with endless surveys even as data collection gets easier.
• Transitioning the operation to the next generation and why it increases joy and focus
• Stepping back from daily market watching and letting specialists handle the noise
• Crop progress check in early July and how rainfall timing changes stress levels
• Nitrogen loss risk, late-season options, and what feels realistic in the field
• Why relationships still drive farm decisions more than brands
• Corporate turnover and how it breaks loyalty and continuity in rural communities
• Using peer groups and trusted advisors to decide on precision agriculture tech
• Electronic acreage reporting, GPS acres, and what modernization gets right
• Falling USDA survey response rates and the case for using existing data sources
• Heat dome conditions, dew points, and why storms can turn severe fast
Go to agbull.com, take your marketing by the horns with AgBull Intel, agbull.com.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the morning board and connect the dots between a bullish-leaning grain setup and a Midwest weather pattern that keeps adding uncertainty. We also dig into what changing cattle quality grades could mean for beef pricing, then zoom out with a quick lesson on supply chains and competition using Nike’s stock slide.
• Current grain and livestock futures levels and what’s moving
• Midwest forecast details including heavy rain in the northwest Corn Belt and warm overnight lows
• USDA acreage and grain stocks takeaways, including lower-than-expected corn and wheat stocks
• Why wheat acreage down supports the rally
• USDA Select grading share hitting new lows and what that signals for discount beef supply
• Chart of the day on Nike’s multi-year drop and the role of competition and tariffs
• Economic calendar highlights including grain crushings timing
We’d love to have you on the premium side.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Report day brings a fast burst of green in corn and soybeans, then the market cools off as we sort short covering from real fundamentals. We talk through the USDA June acreage and stocks numbers with StoneX economist Mike Castle and map what could still change the summer trade.
• managed money rotation between commodities and equities and why it matters for grain volatility
• corn acres holding near 95.3 million and the bullish tilt from lower June 1 stocks
• export competitiveness for US corn and what Europe’s heat risk could shift
• soybean acres near expectations and why crush and biofuels reshape the demand story
• China buying rumors versus confirmed flash sales and what the math allows
• wheat strength tied to smaller North American acres and high abandonment
• fertilizer pricing, retail lag, and the potential suspension of duties on Moroccan phosphate
• cattle and hog softness during peak grilling season as a consumer stress signal
• July and August weather risk, yield potential, and why the market is never “locked in”
If you're watching on YouTube, don't forget to like, subscribe, share this bad boy around.
Visit Agbull.com or call 855-737 Farm.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run through the latest grain and livestock closes, then zoom out to the weather and report-day risks that can reshape the week. We also talk through PRRS pressure in hogs, a fertilizer duties headline, and why Europe’s dryness matters without automatically driving the US market.
• Grain markets close lower across soybeans, corn, and wheat
• Livestock markets soften with heat risk building in cattle country
• Hot overnight lows and extended above-normal temps, plus a practical concern for feedlot performance
• USDA Acreage and Quarterly Stocks timing and why report day matters
• Monthly subscription details for premium Ag Bull Intel
• PRRS remains severe in summer, with heavy losses and big industry costs
• Fertilizer risk context tied to Morocco phosphate duties and where to read more
• France and Europe rainfall outlook and how it may moderately affect global grain markets
Be sure to tune in. Davis does a heck of a show, and we wouldn't want you to miss it.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We launch our first AG Squawk afternoon show with Brian Grete of Commstock and map the day’s selloff across grains and livestock while traders position ahead of major USDA releases. We connect fund flows, weather risk, and report history so you can think clearly about what could set the tone for the rest of the summer.
• Our new afternoon format and what Brian does at Commstock
• Why funds exiting agricultural commodities can outweigh supportive headlines
• Corn, soybean, and wheat closes and what stood out intraday
• How Midwest moisture and timing shape weather-driven price risk
• Wheat seasonals, harvest pressure, and fund shorts
• Cattle futures versus cash cattle and why discounts matter
• Hog market weakness, the Hogs and Pigs report, and record pigs per litter
• June acreage expectations and what would surprise the trade
• Why grain stocks can be the bigger shock for corn
• How June report-day history differs for corn versus soybeans
If you're watching on YouTube, don't forget to like, subscribe, and share this puppy around. Email, Davism@nezvik.com. Go to agbull.com. Take the markets by the horns with AgBull. Call 1-855-737-Farm for details.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We kick off the first Ag Squawk AM with a quick, no-fluff rundown of grains, livestock, and weather as markets start the week lower. We also flag the crop-report risk ahead and explain why Iran-related headlines can whip oil and spill over into ag volatility.
• Grain futures snapshot for soybeans, corn, and wheat as prices open down
• Livestock check-in, including the hog and pig report, and softer cattle markets
• Corn Belt weather focus with storm chances in the Northwest and dry time in the Southeast
• Why too much rain can erase yield even when “rain makes grain”
• Crop report timing and how USDA numbers can spark big market swings
• Iran, the Strait of Hormuz, and why headline shifts can move oil fast
• Key economic calendar items like export inspections and crop progress
We’d love to have you on the premium side. You find that at AgBull.com. The link will be down below.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We map out what could move markets next, starting with Tuesday’s USDA acreage and grain stocks reports and ending with the July weather fight over yields. We also connect the dots among China’s soybean-buying timeline, renewable fuels policy, and the political decisions that shape farm income support.
• waiting for USDA acreage and grain stocks as the next market reset
• weighing early July heat against a possible ridge shift and rainfall patterns
• tracking flood impacts and the narrowing replant window in parts of the Midwest
• recapping weekly moves in corn, soybeans, wheat, cotton, cattle, and hogs
• questioning survey response rates and how USDA improves data collection
• watching China’s purchase pace and the tariff comment deadlines
• breaking down 45Z carbon intensity scoring and year-round E15 hurdles
• reviewing sticky inflation, consumer spending, and interest rate risks
• monitoring New World screwworm cases, eradication capacity, and border limits
• sizing up Farm Bill 2.0 odds as elections and primaries harden positions
• noting disaster aid debates and the Supreme Court Roundup label ruling
• flagging possible USDA support for small meat processors
• treating the rice dryer shutdowns as an infrastructure warning sign
Thanks for watching us and thanks for liking and subscribing.
Ag Squawk AM, Ag Squawk PM. It’s free.
$25 a month, $250 annually.
AgBull.com. If you or someone you know would like to be on that show, put your name in the hat, and we’ll make sure we get back to you.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We run the markets live as we talk, then connect the day’s price action to the policy and geopolitical signals shaping ag right now. Soybean oil strength, China’s buying pace, and the next wave of RFS and 45Z all point to a summer where demand and rules matter as much as weather.
• soybean oil rally tied to renewable diesel capacity and RIN signals
• cattle on feed reaction and the idea that supplies stay tight
• used cooking oil and shifting incentives as future RIN rules change
• Iran diplomacy and shipping risk showing up in crude and freight
• China soybean commitments versus the weekly export sales proof test
• Screwworm case count, port closures, and why it supports cattle
• Senate Farm Bill 2.0 rollout, markup timing, and election calendar constraints
• 45Z tax credits, carbon capture, pipelines, and regional basis winners and losers
• year-round E15 still lingering and likely tied to a bigger bill
• USMCA review leverage and why the pact still matters for ag trade
• USDA 2027 cost of production outlook and pressure from non-energy inputs
• Kevin Warsh’s Fed posture, inflation priority, and what less guidance means
• Why fund participation creates liquidity and better price discovery
You choose your favorite platform and make sure to click, like, subscribe, and give us a rating. Who would you like me to talk to? You can reach us at agbull.com, hit the contact us tab, and my people will get right on it.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
USDA is changing how farm entity structures affect payment eligibility, and the difference between one limit and several can come down to ownership percentages and paperwork. We walk through what qualifies as a pass-through entity, what “actively engaged” really means now, and what you must file before the 2026 deadline.
• how LLCs, S Corps, and partnerships qualify as pass-through entities for payment limits
• Why the old system pushed farms into extra entities and extra tax returns
• how payment limits rise and get indexed to inflation
• Why ownership percentages can reduce the number of effective payment limits
• What changes in the actively engaged in farming test when owners are paid wages or management fees
• where the $900,000 AGI cap still applies and where a 75% gross income test can waive it
• what counts as farm income starting in 2026, including agritourism, direct sales, and equipment gains
• what the new Form 902E reporting means and why September 15, 2026, matters
• why payments ultimately attribute down to individuals and Social Security numbers
FarmCPAReport.com for more.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We walk through the week’s biggest cattle market drivers, from JBS plant closures to Iran-related macro moves that shift energy prices and market mood. Then we zoom into the on-the-ground fundamentals: screwworm surveillance, changing feedlot placements, record-slow marketings, and the risks that come with record-heavy carcass weights.
• JBS Pennsylvania closure and where slaughter cattle get rerouted
• Memphis value-added plant closure and what “value-added” really means
• Iran developments, crude oil reaction, and why cattle markets care
• New World screwworm case count, geography, and why the spread matters
• USDA response: surveillance, sterile flies, and limited movement restrictions
• No food safety risk and why that matters for consumer demand
• May feedlot placements outlook ahead of the Cattle on Feed report
• Drought signals, heifer decisions, and cattle moved earlier than normal
• Record-slow marketings and the shrinking window to manage weights
• Feedlot inventories above last year and what that implies for fed supplies
• Front-end supply over 180 days, summer heat, and death loss risk
I think it’s pretty important to tune in because I think we have unique things each week that we bring to the table.
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Futures and options trading involve risk and are not suited for everyone.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We catch up on a wild week where commodities react to shifting weather, tight livestock supplies, and nonstop geopolitical noise. We also lay out a surprisingly bullish cotton roadmap, then zoom out to the policy and rate decisions that shape what farmers and traders do next.
• Weekly moves across grains, livestock, and softs are viewed through fundamentals
• Bullish cotton balance sheet driven by polyester disruption, tighter stocks, and policy support
• JBS plant closure as a signal of a historic cattle shortage and lower slaughter capacity
• Iran uncertainty and why oil markets struggle to trust timelines and headlines
• New World screwworm case count, monitoring challenges, and the USDA response
• 45Z GREET model update and what it could mean for corn, soybean oil, and biofuel investment
• US ag trade deficit improving on lower imports, exports still the challenge
• FOMC setup and why higher rates raise the cost of storing grain
• USMCA leverage talk, what the US, Canada, and Mexico each want
• Midterm election forecast and how control of Congress could shake out
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We walk through a bruising week in grains and ask what smart marketing looks like when funds bail, seasonal lows show up, and input costs still won’t cooperate. Then we shift to the real-world shocks and policy levers that could change demand fast, from screwworm in Texas to 45Z sustainable aviation fuel rules and the timing of U.S.-China trade moves.
• grain and soy complex correction tied to improved weather, weak China demand signals, and fund liquidation
• old-crop selling mistakes and why pairing cash sales with call options can manage risk
• key USDA dates ahead, including WASDE and crop production, June acreage, and grain stocks
• New World Screwworm cases in South Texas, the 12-mile containment focus, and what an expanded radius could mean
• border closure impacts on cattle supplies and the longer-run buildout of Mexico’s feeding industry
• 45Z rule progress, the GREET model, carbon intensity scoring, and why SAF demand could lift corn and soy
• U.S.-China board of trade timeline, comment deadlines, and how tariff modifications could affect ag competitiveness
• tough House hearing moments for Secretary Rollins, including glyphosate claims and a push to boost domestic cotton use
• India trade agreement optimism tempered by India’s history of protecting sensitive farm sectors
• Senate Farm Bill expectations, including SNAP cost share fights and what likely stays out of the bill
• year-round E15 hurdles, slow station adoption, and the role of SRE eligibility and reallocation
• primary election signals in Iowa and how podcasts are changing campaign strategy
• structural versus cyclical downturn debate with Brazil competition, China uncertainty, and margin pressure
If you’re not a subscriber, you should be, because all the really juicy stuff, excluding what we do here with Jim, is paid for by subscribers. To be a paid subscriber, $25 a month, $250 annually. You can sign up for Trade the News for a free trial. Go over to Trade the News, tell them the AgBull boy sent you.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
New World screwworm jumps to the top of the cattle conversation, and we sort out what USDA actually communicated versus what people think they heard. We also connect the pest narrative to market structure, especially why a strong basis and managed money long liquidation can pressure futures and pull on cash decisions.
• USDA’s New World screwworm messaging, five-point plan, and what remains unclear
• No food safety issue but real risk of negative consumer reaction
• Why cattle movement drives spread and why the border closure bought time
• Practical biosecurity, treatment tools, and the need to put eyes on cattle
• Sterile fly technique limits today and why added capacity matters
• How states may respond and why quarantine protocols could shape trade
• Managed money net long positions and how long liquidation hits futures
• Why June and August basis levels look unusually strong
• Seasonal spring peak patterns and what futures imply for summer cash
• Feeder cattle speculation unwind and why deferred discounts may be too bearish
Yeah, if you're watching, listening, have something that or a chart that you'd like to maybe see in an episode coming up, let us know.
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Futures and options trading involve risk and are not suited for everyone.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We track why corn, soybeans, and wheat weaken while soybean oil stays hot, then zoom out to the geopolitical and policy headlines that can hit farm input costs fast. From Hormuz to the Farm Bill to biofuel credits, we connect the dots between news flow and what it means for planting decisions, logistics, and demand.
• Weekly ag market recap and why June bull markets are rare for corn
• US Iran proposal and why the Strait of Hormuz matters for fertilizer, fuel, and shipping
• Specialty crop bridge aid details, payment design concerns, and eligibility limits
• FTC fertilizer investigation and what data could reveal
• Congress returns, USDA oversight hearing, and the Senate math behind Farm Bill 2.0
• USDA ag trade outlook, persistent trade deficit, and Brazil’s growing share
• China buying signals, tariff timing, and the “border trade” setup
• Union Pacific Norfolk Southern merger timeline and key questions for captive shippers
• IEEPA tariff refunds, the portal process, and why filing speed matters
• 45Z sustainable aviation fuel credits, carbon scoring, and what could change soy demand
• Record RIN prices, year-round E15 politics, and what to watch from EPA next
Go over to Trade the News, tell them the AgBull boys sent you, like a free trial, trade the news
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Futures and options trading involve risk and are not suited for everyone.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We’re in Nashville on a bare-bones setup, but the markets are anything but simple as nearly every major ag commodity closes down and sets up a weekend of headline risk. We walk through Tom Leffler’s slides to put the week’s damage in context, then zoom out to seasonals, cattle volatility, and what we’re watching next month.
• weekly futures scoreboard across cattle, hogs, corn, soybeans, wheat and cotton
• year-over-year context to judge whether prices are still historically strong
• USDA monthly average cash prices and how basis changes what you actually receive
• seasonal patterns for Kansas City wheat highs after January 1
• seasonal timing for new-crop soybean highs and why early-year highs are unusual
• seasonal timing for December corn highs and how to use it in a marketing plan
• feeder cattle technical levels and why they matter right now
• algorithms and managed money driving futures beyond cash signals
• expanded daily limits in live cattle and feeder cattle plus the trade-offs
• what we’re watching next month in managed money, soy crush, and cattle cash trade
If you can come back in for lunch or in the evenings and watch these videos, they'll help out a lot.
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Futures and options trading involve risk and are not suited for everyone.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We run through a fast, heavy week across grains, livestock, and macro policy, then zoom in on why cattle volatility and sticky food inflation are getting political. We connect fertilizer strategy, trade fights, court risk, and shipping rules to what you pay at the store and what you hedge on the board.
• weekly moves across corn, soybeans, wheat, cotton, cattle, feeders, and hogs
• demand still solid, but early signs of trade-down buying in meat
• cattle on feed takeaways, including heavy placements and lower marketings
• feeder cattle limit-style action and why exits matter
• USDA fertilizer strategy and the “national security” framing
• Moroccan phosphate countervailing duties and the cost to farmers
• China ag trade uncertainty and why USDA flash sales are the real signal
• Cargill labor dispute risk and how it could tighten beef supplies
• Supreme Court pesticide labeling case and implications for glyphosate
• beef TRQ import debate and the split between inflation and rancher policy
• Senate farm bill timeline pressures, including SNAP cost sharing and E15 gaps
• USDA food inflation forecast with beef projected sharply higher
• Fed leadership change talk and what it could mean for rates and volatility
• Jones Act waiver impacts on diesel shipping, freight, and fertilizer flows
• crude oil and local gas price check heading into the holiday
“Do me a favor, if you could, please, don't just go to YouTube, subscribe to YouTube.” “Move over to the premium side, www.agbull.com,$25 a month,$250 annually.” “Tell them the Agbull Boy's sent you to trade the news, get a free trial over there, check that out.” “Drop a comment. What did you pay for gas locally when you traveled this weekend?”
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We break down why markets feel whippy right now, from wheat supply shocks and trade headlines to fertilizer costs that keep sneaking back into every margin conversation. We keep coming back to one driver we can’t ignore: rising interest rates and Treasury yields that set the tone for everything from hedging to farm finances.
• cotton, soybeans, corn, and wheat reacting to summit expectations and profit taking
• why markets can peak on bullish news and bottom on bearish news
• USDA NASS winter wheat estimates surprising the trade and tightening stocks
• North Dakota dust storm and wind damage risk for spring wheat and replant decisions
• Trump-China summit takeaways including tariff frameworks, shipping costs, and beef plant registrations
• year-round E15 clearing the House and the Senate path staying uncertain
• the RFS waiver fight and why assumptions matter for ethanol and biodiesel demand
• Mexico pork restrictions focused on specific products and what it means for packer margins
• USMEF export study showing how beef and pork exports add value to corn and soybeans
• fertilizer hearing highlights, domestic production timelines, and oil price pressure
• beef import tariff plan delayed after backlash
• Kevin Warsh taking the Fed as CPI, PPI, and Treasury yields push “higher for longer”
• Iran conflict risk feeding energy inflation and spilling into ag inputs
• Corteva outlook on gene editing and hybrid wheat as a real productivity lever
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We walk through the market and policy drivers that could swing agriculture next week, from USDA May data and the wheat tour to a Trump Xi summit that may reshape demand for key commodities. We also connect geopolitics, drought, energy, and Washington decisions to the real-world risk farmers and traders manage every day.
• cotton rally context and what could extend it
• grain pullback after a strong run and why crude oil matters
• cattle and feeder cattle trend amid drought and slow herd rebuilding
• soybean oil spread dynamics tied to renewable fuels policy and 45Z expectations
• winter wheat tour focus on HRW production and abandonment risk
• Iran ceasefire uncertainty and why geopolitics now drives market volatility
• drought map takeaways for planting progress and yield psychology
• year-round E15 prospects in Congress and the infrastructure lag
• Trump Xi summit deliverables and potential ag purchase commitments
• tariff court ruling, Section 301 path, and timing risks
• tariff refunds and liquidity implications for companies
• interest rates, sticky inflation, and debt pressure
• farm aid and ag disaster package timeline and legislative vehicle questions
• DOJ action on AgriStats and what it signals for the meat sector
• fertilizer price constraints now and possible long-term domestic supply strategy
Drop us a note. Where'd you subscribe? Did you subscribe to Apple Podcasts, Spotify Podcast, YouTube?
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We get a ground-level read on Washington, DC as Jesse Allen returns from the NAFB Washington Watch fly-in after meeting with USDA leaders and a long list of senators and House ag lawmakers. We talk through the farm bill chaos, the fertilizer and diesel cost squeeze, and why farmers feel pressure from both policy delays and public backlash.
• what the NAFB Washington Watch fly-in looks like and why it matters
• who Jesse meets across USDA and Capitol Hill, including one-on-one conversations
• why the House farm bill vote turns chaotic around E15 and amendments
• talk of more farmer aid and the reality of high input costs
• consumers losing touch with food production and vilifying farmers
• diesel shock and war-driven supply chain strain hitting rural America
• long-term fertilizer production plans versus the short-term cash crunch
• the simple goal most farmers share, fair markets and stable livelihoods
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Futures and options trading involve risk and are not suited for everyone.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures and options trading involve risk and are not suited for everyone.
We break down why commodity markets are suddenly “in play” again and what that means for protecting price when you’re above crop insurance levels. We also walk through the House farm bill drama and the policy fights that could reshape farm margins long before harvest.
• corn at a 13-month high close and soybeans stronger
• cotton at contract highs and what that means for break-evens
• why we call these levels hedgeable and protectable
• House farm bill passes 224–200, and why that vote matters
• pesticide language stripped and what MAHA proves politically
• year-round E15 pulled and why refiners still drive the debate
• Prop 12 stays in the House bill, and why the Senate may not
• fertilizer cost-price squeeze tied to global supply disruptions
• longer-term plan to reshore fertilizer production to the US
• USMCA issues that need fixes without blowing it up
• ag labor reform as the next legislative pressure point
• new farmer aid timing, ag disaster needs, and drought risk
• Mexico border reopening delayed again by screwworm cases
We’d love to see it on the paid premium side. To be part of this costs $25 a month or $250 annually at agbull.com. Go over to tradethenews.com, tell them the AgBull boys sent you.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We sit down with Paul Nefer to unpack the farm policy changes that actually move money, from SDRP top-ups to base-acre expansions and shifting ARC/PLC payments. We also talk through OBA payment-limit headaches and why USDA guidance and paperwork can be the difference between clarity and chaos.
• SDRP “double-up” mechanics and why Stage 1 gets more
• Payment limits, AGI thresholds, and why entity type matters
• Why farmers don’t get compensated for basis
• Base-acre increases, planting history, and what stays protected
• Why the ARC/PLC signup timing change helps decisions
• How 2025 ARC vs PLC gets paid at the higher rate
• Farm bill vote update and what got left out
for$25 a month,$250 a year, you get the whole suite.
But by my blog at uh Substack is farmcpareport.com. If you want to subscribe to it, it's free to subscribe, however, it's also a paid service
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We catch up with Scott “The Cow Guy” to make sense of a market day that breaks the usual rules, with crude oil surging while the NASDAQ holds firm. We connect the dots between Fed policy, bond yields, inflation hedging, and what farmers and ranchers can do right now to protect margins.
• cross-asset read on equities, bonds, and commodities as one system
• Why oil can spike while stocks look through it
• VIX behavior and what muted volatility can imply
• Fed meeting fallout and why rate cuts get pushed out
• Kevin Warsh's background and how Fed leadership works as a committee
• Scott Bessent's story and how tariff timing can prevent market stress
• grains outlook for corn, soybeans, and wheat with energy tailwinds
• fertilizer and input-cost risk heading into next season
• hedging mindset for producers using downside protection
• China concentration risk for US agriculture and the case for diversifying demand
• cattle fundamentals behind record prices and the ground beef shift
• energy as an event-driven market and why high prices can cure themselves
• gold, silver, and copper as portfolio tools and signals
• classic pit stories and what floor trading taught about execution
If you’d like a free trial of Trade The News, go to Trade The News and tell them the Ag Bull Boys sent you
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We sort the week’s ag market noise into what actually moves prices, from Iran-driven crude oil swings to wheat drought risk and shifting spreads across corn, soybeans, and cattle. We also dig into USDA reforms, major farm payments, and the policy fights that could shape fertilizer, biofuels, and trade for months.
• Geopolitics and volatility filters for grain and energy markets
• Weekly board moves across corn, soybeans, meal, soybean oil, wheat, cattle, hogs, and the dollar
• Wheat drought concerns and why condition ratings matter early
• USDA and NASS plan to modernize surveys and rebuild trust in ag statistics
• Breaking labor risk at a Cargill beef plant and what it could mean for supply
• Fertilizer reshoring strategy, including incentives, permitting, and tariff politics
• SDRP supplemental disaster relief payments rising from 35% to 70%, and a deadline extension
• Base acres expansion timeline and what producers should watch at FSA
• New world screwworm cases in Mexico and the knock-on effects for border policy
• USDA reorganization moves food safety and research roles into regional hubs
• Food inflation outlook, including beef and eggs forecasts
• Year-round E15 procedural hurdles plus 45Z and sustainable aviation fuel as the next catalyst
• China summit odds and signals for U.S. ag exports
• Fed transition headlines, FOMC expectations, and why it matters for risk assets
• Supreme Court review of Roundup labeling and federal vs state authority
• Virginia redistricting fight and potential impacts on House control
Tell the good folks at Trade the News that the Ag Bull Boys sent you, and they'll get you on a free trial.
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We open with a fast-moving read on commodities, as cotton rallies, wheat becomes a weather story, and volatility becomes the price of admission for anyone trading ag markets. We then connect the dots between cattle headlines, geopolitics-driven energy swings, and policy fights in Washington that shape farm margins long after the screen stops flashing green.
• cotton rebounds toward 80 cents, and why funds matter
• corn, soybeans, and wheat driven by drought and freeze risk
• cattle on feed comes in near expectations, and tight supply remains
• feeder cattle limit-down shock tied to Mexico border reopening fears
• using fast newsflow tools and why volatility cuts both ways
• USDA data users meeting and the problem with low survey response rates
• Iran and the Strait of Hormuz are moving crude oil, stocks, metals, and fertilizer
• fertilizer timeline realities and what domestic production could take
• China's foot and mouth disease risk and potential import implications
• May Trump-Xi summit and soybean purchase compliance enforcement
• screw worm updates, sterile fly facility, and phased border reopening expectations
• Rollins testimony on USDA budget cuts, CCC borrowing authority, SNAP, bird flu, specialty crops, and right to repair
• Farm Bill 2.0 timeline, amendment fight, and the politics behind farmer aid
• midterm election outlook and what approval ratings can change
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We run through a fast-moving week in which grains sag, soybean meal heats up, cotton rallies, and energy headlines start to steer inflation and farm input costs. We connect the Strait of Hormuz news to crude oil, diesel, interest rates, fertilizer prices, planting weather, and what Congress may actually deliver next.
• corn hits a six-week low and charts turn bearish
• soybean meal strength tied to spread unwinding and feed coverage needs
• wheat pullback after a rally, with drought still a backdrop
• cotton at 12-month highs while cattle make new contract highs
• WASDE was viewed as uneventful, with attention shifting to next month
• direct US-Iran talks and why the Strait of Hormuz matters for markets
• crude oil’s steep weekly drop and what it could mean for diesel
• CPI and core inflation read through the lens of energy
• core PCE reinforces a higher for longer Fed stance
• USDA FBA payouts update and the April 17 signup deadline
• E15 faces a patchwork of state and local compliance rules
• the case for higher ethanol blends as gasoline demand slows
• Rollins teases a major policy announcement as fertilizer prices surge
• Kansas City Fed survey points to rising operating loans and stress
• planting weather delays, drought pockets, and the first soybean planting report
• Congress returns with E15 language, disaster aid, and farm bill questions
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We’re back from a new Nashville studio, and we connect the dots between USDA reports, fund positioning, and why markets can barely move even when headlines feel huge. We also dig into rice acres, energy-driven volatility from the Iran conflict, and policy moves that could reshape cattle, biofuels, and fertilizer costs.
• weekly moves in corn, soybeans, wheat, cotton, cattle, and crude oil
• why stretched fund length can turn into downside risk fast
• Prospective Plantings as a snapshot and why low farmer response matters
• state-level acreage shifts and what they hint about corn vs soybeans
• Grain Stocks takeaways for corn supply, soybean demand, and wheat structure
• rice acreage down sharply, and what that means for rice prices
• Iran conflict timeline risk and Strait of Hormuz impact on energy flows
• phased US-Mexico cattle border reopening and beef price implications
• mandatory country of origin labeling, politics and trade retaliation risk
• EPA renewable fuel standard timing and the import RIN reduction issue
• fertilizer supply constraints now and why 2027 matters
• Nonfarm payrolls signal for the Fed and rate-cut expectations
• White House staffing shuffle and what markets watch next
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We break down a volatile week in which commodity markets, biofuel policy, and geopolitics collide, right as farmers head into planting season. We lay out what to watch in the USDA acreage and stocks reports, how the Renewable Fuel Standard changes affect soybean oil and corn ethanol, and why the “golden age” talk does not match farm cash-flow reality.
• Weekly market moves across grains, cattle, cotton, and energy
• Prospective Plantings expectations for corn, soybeans, spring wheat, and cotton
• Grain stocks clues for exports, crush demand, and potential survey surprises
• White House ag event takeaways on biofuels, equipment policy, and farm aid rhetoric
• Renewable Fuel Standard details, including SRE reallocation and import penalty timing
• E15 emergency waiver limits and the infrastructure gap at fuel stations
• Fertilizer supply outlook and why relief may not come until next year
• Planting season safety reminder and signs of tight corn seed availability
• USDA food price outlook showing sticky food inflation and rate implications
• Diesel price pressure and the potential impact of the Iran conflict on inputs
• China summit delay and what “deliverables” could mean for ag exports
• Hogs and pigs report with a tighter, longer-term setup and Mexico risk
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
We get a firsthand preview of a major White House “celebration of agriculture” and dig into what it could signal for RVO policy, farm support, and commodity market direction. We also talk trade with Canada, the real diversity of Upper Midwest crops, and how to make smart marketing moves when headlines whip prices around.
• previewing the White House agriculture event and the rumors around RVO clarity
• how “Trump bucks” and related legislation could shape support for producers and specialty crops
• why North Dakota agriculture is more diverse than most people realize
• sugar industry pressure in DC and the push for solutions amid global competition
• USMCA stakes near the Canadian border and how politics affects real-world trade sentiment
• market volatility tied to Iran headlines and why a steady plan beats reacting to every story
• practical grain marketing habits like scaling sales and getting help during fast rallies
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Futures and options trading involve risk and are not suited for everyone.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We take a hard look at why ag markets feel so stressed right now, from sharp moves in soybeans to how war headlines can hit fuel and fertilizer prices. We also pause to honor broadcasting legend Orion Samuelson and then move straight into what could actually change farm demand and farm margins next.
• remembering Orion Samuelson’s impact on agriculture and market commentary
• weekly price action across corn, soybeans, wheat, cotton, cattle, and hogs
• Why the Trump-Xi summit delay could lead to bigger agriculture deliverables
• What a more managed trade framework could mean for U.S. exports beyond soybeans
• new farmer aid prospects, likely size, and the fight over must-pass vehicles
• bridge aid progress through the USDA and what Congress may change next time
• White House ag event expectations and where the RFS fits
• Iran conflict spillover into crude oil, diesel, and fertilizer availability
• urea import seasonality and why spring timing matters for nitrogen
• Plains drought, Nebraska wildfires, and pressure on cattle rebuild
• year-round E15 delays and why refinery politics still block a vote
• JBS Greeley strike risks for meat supply and labor leverage
• USMCA review talks and what the midterm elections may change in Washington
I would love to see you on the premium side. $25 a month,$250 annually.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We press Deputy Secretary Stephen Vaden on fertilizer concentration, China trade,
We connect the dots between war-driven energy shocks, fertilizer availability, and the policy decisions that shape farm profits. We also react to the fallout from the Stephen Vaden interview, from biofuels and trade to rebuilding confidence in USDA data.
• Iran conflict risks and the Strait of Hormuz impact on crude oil and diesel
• Real-world fuel cost swings and why hedging matters again
• Fertilizer supply options, including Venezuela urea and Jones Act waivers
• EPA Renewable Fuel Standard timing and what RVO levels could mean
• Year-round E15 delays and the slow grind of implementation
• U.S. China trade talks beyond soybeans, including beef plant approvals
• Farm aid package debate and why cotton, rice, and sugar need attention
• Crop insurance deadline and risk management basics
• Federal Reserve outlook with no near term rate cut expected
• GLP one demand signals and PRRS risk in hog markets
• USDA data trust problems and the push toward digital surveys
We'd love to have you on the premium side. $25 a month,$250 annually.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy's Premium Subscription: www.agbull.com
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Futures and options trading involve risk and are not suited for everyone.
We press Deputy Secretary Stephen Vaden on fertilizer concentration, China trade, sugar policy, biofuels, and USDA’s data overhaul. Clear timelines, candid takes on market power, and specific paths to more demand and supply define a fast-moving hour.
• fertilizer prices and supply inertia in a concentrated market
• BHP’s $13bn potash project and questions for incumbents
• Review of Morocco phosphate duties and public comment window
• permitting help at the federal level and state bottlenecks
• contact routes via social, tip lines, and DC meetings
• price transparency through more competitors, not mandates
• China purchases across soybeans, sorghum, cotton, and hardwoods
• cotton import substitution in China and market diversification
• plant re-approvals for beef, pork, poultry exports to China
• sugar beet stress, tier two quota tightening, tariff reset
• Section 32 buys supporting beans, produce, and feeding programs
• bridge assistance payouts, SDRP stages, specialty crop data
• USDA data RFI, users meeting, annual accuracy scorecard
• digital surveys to offset postal delays
• USDA reorg, hubs beyond DC, secure lockup planning
• RFS optimism, 45Z coordination, SAF, and maritime fuels
• CCC cap realities and budget monitoring
• screwworm response with sterile males and new facilities
• cattle margins, retailer power, and herd rebuilding
Did you enjoy the show? Please let us know who you would like to interview next!
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures and options trading involve risk and are not suited for everyone.
We talk with Maxie Field of Field Force about turning H‑2A from a mystery into a repeatable system that keeps farms staffed for peak seasons. From recruitment proof and wage rules to housing inspections and sugar beet realities, we share a clear path from need to crew.
• why H‑2A demand has surged and who qualifies
• proving domestic recruitment before filing
• realistic timelines from job order to visa
• sugar beet harvest pressure and 24/7 shifts
• housing, transport, and workers’ comp requirements
• wage rules by state and skill level basics
• handling consulate interviews and trucking scrutiny
• state differences in housing inspections
• keeping return workers and building stability
• how Field Force supports farms beyond paperwork
Contact at fieldforcend.com 701-425-9597
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy's Premium Subscription: www.agbull.com
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Futures and options trading involve risk and are not suited for everyone.
Markets pivot on biofuels, wheat strength, and Brazil’s soggy harvest while DC policy sets the risk rails. We unpack EPA RVO timing, Farm Bill math, and why crop insurance floors meet better pricing windows as spring decisions arrive.
• soybeans test key moving averages and crush-led demand
• soybean oil tied to SAF and 45Z credit design
• wheat breaks out on India heat, Iran risk, US dormancy exit
• crude volatility and geopolitical tone watch
• Commodity Classic takeaways and USDA modernization push
• farm bill 2.0 markup dynamics and CCC limits
• food inflation mixed signals, PPI beats, Fed on hold
• Brazil harvest delays and quality concerns support beans
• bird flu flare-ups and border biosecurity stance
• USDA seeks feedback on crop estimates and surveys
• crop insurance price levels set and marketing windows
• next-gen ag talent, mentorship, and reporting craft
If you're enjoying what we're doing here at AgBO, Media Agbol Trading, www.agbowl.com, $25 a month, $250 annually
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We sit down with Trevor Johnson of Sleepy Hollow Farms to preview a balanced, structurally sound set of Angus, Hereford, and Simmental bulls selling March 13. We trace breeding fundamentals, a key Hereford herd acquisition, and the lots that stand out for calving ease, growth, and carcass quality.
• sixth-generation roots and purebred focus
• sale date, location, and DV Auction details
• breeding for calving ease, feet, and structure
• industry push to higher outweights and carcass
• Top Gun Angus group highlights and utility
• Final Print Herefords for replacements and feeders
• Blacktop Farms cowherd acquisition and legacy
• standout Angus Lot 11 as a power cow bull
• Genesis-bred Hereford Lot 27 with balanced data
• Simmental option for heterosis and practical pounds
• AgBull Intel texts and market insights used on ranch
It’s $25 a month or $250.00 annual. You get text updates, emails, insight, and then you also get to call a broker whenever you would like.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involve risk and are not suited for everyone.
We track a week where policy turned into price: a Supreme Court ruling upended a tariff path, the White House jumped to 15 percent under a different statute, and USDA moved money fast to shore up farm cash flow. We map the margin math, the demand levers that matter, and the geopolitical risks that could swing soy, corn, and livestock into spring.
• Supreme Court curbs tariff approach and triggers policy pivot
• Section 122 tariffs to 15 percent with key ag exemptions
• Accelerated Section 301 probes raise retaliation risk
• Clarifying farmer bridge aid funding and access routes
• Sugar sector aid to stabilize beet and cane producers
• USDA Outlook: prices stabilize below break‑even
• Acreage shifts toward soybeans on price ratio
• Livestock strength as cattle supplies stay tight
• E15 path, RFS timelines, and demand upside
• China trip watch: ethanol tariff, soybean buys, leverage
• John Deere signals cycle bottom in equipment
• Farm Bill 2.0 markup delayed by weather
• Section 32 food buys boost specialty crops demand
• Wheat rally, wildfire relief, and market positioning
If you enjoy this content, of course, click like and subscribe and all that other good stuff
Go to www.agbull.com for AgBull Intel monthly $25 or annual $250 for alerts and breaking news
Farm Forward Conference, March 5th, Strom Family Farms, 8 a.m. to 2 pm
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involves risk and is not suited for everyone.
Policy, prices, and timing drive this week’s ag outlook as we unpack Farm Bill 2.0 odds, fast-moving USDA payments, and the E15 fight that could unlock corn demand. Trade momentum builds with China, Taiwan, and India while courts and EPA shifts reshape the rules ahead.
• Farm Bill 2.0 faces committee passage but lacks clear House floor votes
• ELRP top-ups and Farmer Bridge Assistance bolster cash flow with Feb 23 rollout signaled
• CRP sign-ups reopen near acreage cap with potential need to raise limits
• Year-round E15 promises ethanol demand while refiners push RFS reforms
• CPI cools and the Fed likely holds, with cuts eyed in June or July
• Cargill’s Milwaukee closure highlights 75-year low cattle supplies
• Screwworm controls, selective border reopening, and biosecurity politics
• China soybean interest lifts spreads; sorghum demand rebounds
• Taiwan deal expands U.S. energy and meat access; India framework adds sorghum
• House rebuke of Canada tariffs remains symbolic with veto likely
• EPA endangerment repeal heads to court; regulatory costs at stake
• Supreme Court tariff ruling could redefine executive trade power
• 45Z and SAF build a domestic utilization path for corn and soy
www.agbull.com $25 a month, $250 annually
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy's Premium Subscription: www.agbull.com
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Futures and options trading involves risk and is not suited for everyone.
We unpack how year-round E15, RFS mandates, and the pending 45Z rules could finally tilt U.S. agriculture toward stronger domestic demand, while a hawkish-leaning Fed pick and a surging dollar ripple through grains, metals, and exports. We also track USMCA maneuvering, right-to-repair momentum, and a practical path to manage risk into spring.
• Year-round E15 path in Congress and what it means for corn demand
• Treasury’s 45Z guidance prospects and crush-for-oil economics
• FOMC hold, Kevin Warsh nomination, and rate-cut odds
• Dollar strength, metals shock, and spillovers into grains
• USDA trade deficit trends and why domestic use matters
• USMCA timelines, EV workarounds, and North American leverage
• Right-to-repair signals on DEF systems and downtime risk
• ECO and SCO insurance math for spring acreage battles
• Ten near-term positives for farm cash flow and demand
www.agbull.com
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involves risk and is not suited for everyone.
A winter storm, a metals rally, and a political stall on E15 collide with a surprise export surge and a fresh farm-aid bridge, shaping a volatile but opportunity-rich setup for ag. We share why China’s buying now, how E15 still has a path, and the realistic timeline for relief.
• studio launch, premium updates, and travel plans
• storm impacts on energy, logistics, and livestock marketing
• E15 blocked for now, study council formed, next legislative vehicle likely supplemental
• Trump’s Iowa visit and ethanol plant optics as market signal
• farm aid bridge, Title I timing, and likely top-up payments
• defending farm aid within the broader subsidy landscape
• Greenland geopolitics, Canada tensions, and safe-haven flows
• China’s 12 MMT soybean buys and weekly export highs
• screwworm safeguards, cattle on feed data, market reaction
• House passes all FY2026 bills, Senate timing, shutdown odds
• Fed hold likely, potential Powell successor, market read-through
• rail brake risks in extreme cold and retail stockouts
• Klobuchar’s potential move and Senate Ag implications
• USDA portal for foreign farmland tracking
• restoring prevent plant buy-up pressure
• fertilizer tariffs’ cost impact and Canada trade links
• food price outlook, beef tightness, egg decline, sticky services
• eight reasons for cautious optimism into spring
Don’t forget: “Don’t forget to click like and subscribe. Join us on TikTok. We’d love to have you.”
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involves risk and is not suited for everyone.
We break down fresh farm aid proposals from both parties, the real stakes of year‑round E15, and how RFS and 45Z could reset corn and soy demand. We also unpack WASDE surprises, cattle volatility, Brazil’s beef push, and a Canada–China canola thaw.
• GOP plan to expand Farmer Bridge Assistance and include prevent plant acres
• Democrat framework tying farm and family relief with broader eligibility
• Specialty crop and sugar sector pain and proposed targeted support
• Higher USDA loan limits to ease access to credit
• SCOTUS timing on tariff authority and market risk
• China–Canada trade swap and canola tariff cuts
• WASDE recap: harvested acres, carryout, and export gaps
• Year‑round E15 odds and ethanol demand implications
• RFS 2026–27 signals and RIN sourcing debate
• USMCA leverage, likely extension, and North American interdependence
• Brazil maxes U.S. beef quota amid strong demand
• Cattle selloff drivers and screw worm rumor reality check
• Silver’s surge as a lesson in leverage and emotion
Like and subscribe. Go to www.agbull.com for Jim’s articles and our premium content. Come see us at Booth 2312, CatalCon 2026, Nashville, February 3rd through 5th
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involves risk and is not suited for everyone.
We set the table for a high-stakes USDA report that could reset corn’s balance sheet while we track the real levers of demand: E15, ethanol octane, and 45Z. Along the way, we unpack rates, USMCA, trade rulings, cattle supply constraints, and new dietary guidelines that tilt toward protein.
• Corn yield revisions and feed use as key price drivers
• Soybeans steady, wheat following corn rather than leading
• Fertilizer costs and tighter credit squeezing margins
• Ethanol as fastest demand lever with year-round E15
• 45Z timing for sustainable aviation fuel tax credits
• USMCA’s role in corn exports to Canada and Mexico
• Interest rate outlook, CPI data, and FSA loan options
• SCOTUS trade authority case and tariff alternatives
• Venezuela, Iran, Cuba, Russia risks and sanctions spillovers
• Screw worm, border constraints, and firm beef prices
• Dietary guidelines favoring protein and full-fat dairy
• Minnesota politics, fraud concerns, and budget strain
You need to subscribe$25 a month,$250 annually
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy's Premium Subscription: www.agbull.com
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Futures and options trading involves risk and is not suited for everyone.
A U.S. move in Venezuela reshapes energy flows, raises the global risk premium, and sends clear signals to Cuba, China, and Russia, while a tightening U.S. cattle supply collides with screw-worm containment and no fixed border reopening timeline. Farmers get bridge payments based on modeled losses, with larger per-acre support where multi-year margins bled the most.
• Why Venezuelan heavy crude and Gulf refining capacity matter
• How gold reserves, oil grades, and risk premiums shift pricing
• Signals to Cuba, China, and Russia from the policy pivot
• Screw-worm cases nearing Texas and biosecurity benchmarks
• Cattle supply cuts, packer strain, and beef price pressure
• Farm Bridge per-acre rates and eligibility limits
• Why rice, cotton, and peanuts score higher support
• State-level payout concentration and timing to February
• ARC/PLC expectations later this year and cash flow planning
• Using odd signals like the Pizza Indicator to manage risk
If you want premium, $25 a month, $250 annually, www.agbull.com.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involves risk and is not suited for everyone.
We sprint through a year where metals spiked, bonds bristled, and policy moved markets as much as weather. We map the big shifts in grains, cattle, inputs, biofuels, trade, and the politics of food prices, then lay out what could drive demand in 2026.
• stocks rising while bonds flag risk
• silver surge and China’s export controls
• corn buoyed by exports despite big crops
• soybeans pressured by Brazil and timing
• wheat capped by global stocks
• cotton weakened on China demand
• cattle cycle tightness and shock events
• hog inventories tamping prices
• bird flu and vaccine trade implications
• sticky food inflation as political fuel
• SNAP fights and affordability fault lines
• GLP-1 drugs shifting sugar and alcohol demand
• MAHA focus on ultra-processed foods
• USDA reorg and service capacity strain
• input costs squeezing margins and machinery slowdown
• RFS, E-15, and 45Z delays clouding biofuels
• rail merger bid and logistics uncertainty
• rural healthcare costs and ACA credits
• labor reform tensions around H2A and year-round needs
• WOTUS reset pushing oversight to states
• OB3 tax permanence shaping farm planning
• cannabis reclassification and rural economics
• structural policy forces redefining ag beyond cycles
• pivot to domestic utilization for durable demand
Don’t forget to click, like, and subscribe
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Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy's Premium Subscription: www.agbull.com
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Futures and options trading involves risk and is not suited for everyone.
We walk through the real signals under today’s commodity markets, from U.S. and global ending stocks to why corn and soy picked up acres despite lean margins. Then we map where acres will actually shift in 2026 and share a practical framework for risk, insurance, and contribution margin.
• U.S. ending stocks measured in acres across 13 crops and why 40 million is a headwind but not a glut
• World ex‑China stocks tightening and what that means for tradable supply
• Why corn and soy gained acres as wheat and cotton weakened
• How crop insurance changes dryland decisions in the Plains
• The soybean‑corn ratio at 2.36 and its 2.2 million‑acre swing per 0.1 move
• Expected shifts from the Great Plains and Dakotas to the Delta
• Planning the final 20% of rotation with live budgets
• Operating margin leverage and stronger risk management with ARC, PLC, SCO and ECO
At the beginning of the year, these shows will be just for premium clients, people who are clients of Ag Bull Trading and Ag Bull Media
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involves risk and is not suited for everyone.
We dig into tight cattle supplies, a slow, science-led reopening of the Mexico border, and why beef prices stay sticky while soybeans slide. We map out where policy could lift margins in 2026, from E-15 and 45Z to farm aid timing and ACA subsidies.
• lighter-than-expected placements and persistent cattle tightness
• phased screwworm testing with three inspections in Mexico and one in the US
• beef prices stay firm in CPI while electricity costs weigh on households
• China soybean purchases progress toward 12 MMT commitment
• soybean competitiveness hinges on tariff relief versus Brazil
• inflation easing shifts focus to unemployment and Fed cuts
• per-acre FBA estimates with soybean relief lagging the hurt
• SDRP phase one top-ups coming later; phase two data issues
• year-round E-15 momentum and California’s early step
• 45Z, RFS, and domestic demand as price catalysts for corn and soy
• ACA subsidy extension pressure for rural families
• specialty crops and sugar losses signal need for more aid
• Supreme Court tariff ruling and 2026 market implications
If you’re enjoying the show, say hi. Subscribe for AgBull Premium at www.agbull for $25/month or $250/year.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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Futures and options trading involves risk and is not suited for everyone.
We unpack why feedlot placements keep falling, how heavier carcass weights mask some supply tightness, and where 2025 prices could land if demand stays steady. We also cut through noise on imports, the Mexico border shift, and dairy buyout rumors with history and context.
• November placements lower and annual totals sharply down
• 2025 fed cattle supplies likely tighter than 2024
• Demand steady as baseline risk, not a driver lower
• Heavier carcass weights boost output per head
• Front‑end supply recalculated for longer days on feed
• Argentina small, Brazil moderate import growth
• Mexico shifts from feeder exports toward feeding at home
• Cow culling falls, herd transition to slow growth
• Dairy buyout history and low odds of a shock today
• Practical read on prices, leverage, and risk
Please click subscribe on YouTube or follow on Spotify or Apple to catch the chart‑driven breakdowns and our upcoming “cattle talk for dummies” series
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy's Premium Subscription: www.agbull.com
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Futures and options trading involves risk and is not suited for everyone.
We unpack the new farmer “bridge” aid program, the real funding source behind it, and why the math still falls short for many crops. Along the way we track rate cuts, border and water moves, USMCA signals, and China’s soybean timeline that could reshape 2026.
• travel takeaways from rice, wheat, cattle and peanut country
• India rice dumping pressure and White House response
• FBA design, payment estimates and February timing
• why CCC funds it, not tariffs
• specialty crop squeeze including sugar losses
• FSA staffing limits and delivery risks
• potash sanctions shift and fertilizer outlook
• Mexico water deliveries under the 1944 treaty
• plant closures, cattle cycle and demand
• Fed cuts, dot plot and financing costs
• USMCA tilt toward bilateral fixes
• SAF 45Z uncertainty and blender credit bridge
• ACA subsidy debate and farm family coverage
• China soybean buys, marketing-year logic and seasonality
• record ag trade deficit, ethanol and rice bright spots
• path to stability in 2026 and tariff de-escalation hopes
Subscribe at agbull.com for premium summaries and alerts.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy's Premium Subscription: www.agbull.com
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Futures and options trading involves risk and is not suited for everyone.
We sit down with Rachel “Iowa Farm Mama” Fishback to explore how a pandemic pivot led to Pride of Pork, why TikTok makes farms feel close, and what the economics look like from rust-hit beans to double-cost hog barns. We trade notes on DIY media, clear audio, and why thin relief checks don’t match uneven pain across the countryside.
• launching Pride of Pork and pork industry news on Acres TV
• why casual video builds trust and reach
• iPhone vs cameras, confidence over perfection
• audio quality as the non‑negotiable for podcasts
• DIY media versus old news gatekeepers
• yields, soybean rust pressure and prices at harvest
• running older equipment and auction strategy
• aid math, basis differences and fairness
• consolidation in pork and rising barn costs
• health insurance strain on farm families
• how to watch on Acres TV and follow on TikTok
If you're out there and you're in the hog business, drop a comment down below. How much more is it expensive to build a hog building than it was five, six years ago?
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
Tommy's Premium Subscription: www.agbull.com
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Futures and options trading involves risk and is not suited for everyone.
We test the “golden age” claim against data on trend yields, usage, margins, and policy. Corn usage improves while soybean demand stays soft, and tighter operating margins force sharper risk management into 2026.
• Corn yields modestly above trend, not extreme
• Corn usage climbs above trend, supportive tone
• Soybean yields mid-pack with weak export story
• Rare overlap of big crop and high price
• South America hedging pressure on beans
• Contribution margins flat despite higher revenue
• Higher operating leverage raises cash flow risk
• Practical marketing and insurance priorities
• Limits of ad hoc payments and equity gaps
• ARC/PLC timing and cash flow planning
• Upcoming AEI.ag webinar and travel
AEI.ag is where you can find all of our content. We have a premium set of articles. We have our freemium newsletter as well. We have an upcoming webinar where we're gonna be my business partner and I are gonna be breaking down our outlook for the farm economy, really focused on management lessons that producers can implement, especially if they have a tight margin outlook for 2026.
Futures Trading involves risk of loss and is not suitable for everyone. Past profits are not necessarily indicative of future results/profits.
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We unpack why China’s soybean purchase timeline keeps sliding, how the market is reacting, and who should be accountable. We dig into border biosecurity worries, beef policy levers, the coming Fed move, crop insurance changes, and a likely aid bridge to 2026.
• shifting claims on China’s soybean buys and missing signatures
• soybean futures weakness and market skepticism
• screwworm concerns and quieter agency updates at the border
• cattle rally versus talk of tariff cuts and import levers
• USMCA review signals, Mexico demand, and retaliation risks
• Farm Bill 2.0 delays and SNAP’s dominant share
• E15 year-round push, RFS volumes, and 45Z SAF uncertainty
• crop insurance rule changes and prevent plant buy-up removal
• rumored $12–14bn farmer aid and timing of payments
• high fertilizer costs, planting talk, and cash flow strain
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Markets open after a CME outage as we track the odds of a December rate cut, soybean sales to China without a signed deal, and the shape of USDA’s bridge aid into 2026. We lay out the stakes on tariffs at the Supreme Court, biofuel rules, E15 delays, and Farm Bill 2.0 politics while cattle find a surprising bounce.
• Fed cut odds and leadership signals
• China soybean buys, enforcement, and price gaps
• USDA aid timing, scope, and funding risks
• Cotton and sorghum outlook with margin stress
• Deere guidance and machinery bottom watch
• India and Canada trade snags
• Food security reporting pause and SNAP recertification talk
• Supreme Court tariff case scenarios
• RFS, RINs, 45Z delays, and year-round E15
• Farm Bill 2.0 vote math and timelines
• Cattle border reopening, packer capacity, and price recovery
• Why Congress must codify to reduce court whiplash
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We sprint through a volatile week in ag policy: Brazil tariff rollbacks, EU tariff rumors, labor and H‑2A shifts, aid program timing, RFS delays, border reopening signals, a bullish cattle-on-feed report, and breaking news on a Tyson beef plant closure.
• USDA and CFTC reporting cadence returning
• Brazil coffee and beef tariffs lifted to fight food prices
• Potential easing of EU food tariffs and NCBA concerns
• ICE de-emphasizing raids and H‑2A expansion, dairy left out
• Farm losses per acre and aid package design uncertainty
• Disaster program stage two and expected top-up payments
• RFS and RINs timing delays, 45Z uncertainty
• USDA communications balance and need for field listening
• US–Mexico border phased reopening and realistic cattle flows
• Fed cut odds falling and financing risks
• China soy commitments vs competitiveness and history
• Whole milk back to schools boosting dairy sentiment
• New WOTUS proposal reducing federal permitting burdens
• Cattle-on-feed bullish read overshadowed by Tyson closure
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We unpack fresh market data after the government reopens, weigh China’s year-end purchase promises against a looming Supreme Court tariff decision, and pressure-test farm margins as input costs stay stubborn. We also dig into right to repair, sugar beet payment cuts, and what aid might realistically look like.
• government data returning and confidence gaps
• China purchase commitments and trade timing
• emergency tariff authority risk at the Supreme Court
• aid posture versus rising fertilizer and equipment costs
• antitrust attention on fertilizer and equipment markets
• right to repair implications for downtime and cost control
• cattle herd declines versus drought and policy narratives
• dairy herd dynamics and dairy beef revenues
• grain volatility with December options expiry
• sugar beet payment collapse and per-acre losses
• disaster funds progress and appropriations priorities
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We break down a light-cut USDA report, the surprise weight from “fringe” state yields, and why corn fell while soybeans slipped despite modest changes. We connect Brazil’s growing edge, cotton’s production jump, and lender warnings to policy pivots on tariffs and trade aid.
• Corn production trimmed, carryout still higher
• Fringe states offset I‑state cuts in corn
• Soybean exports ceded to Brazil and Argentina
• CONAB vs USDA gaps on Brazil output
• Cotton yield gains in Texas pressure prices
• Daily sales resume with big Mexico corn buy
• No repeat of a Great Grain Robbery scenario
• Lenders see rising credit stress and equity burn
• Cattle cycle tightness and policy signals
• Rates near 4 percent keep financing costly
• Tariff pivot on non‑produced imports eases inflation
• Trade aid likely, size and timing adjusted
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We unpack the week’s swirl: China’s commitments, a reopened USDA, cattle volatility, a soybean basis snapback, and record corn chatter across the Upper Midwest. Stephen Vaden’s interview frames aid expectations and trade confidence as we look toward fast-moving data and holiday demand.
• China honoring ag purchase commitments and why it matters
• SNAP restart timing and near-term demand signals
• Cattle market volatility and producer risk management
• Screwworm risks and opposition to reopening the border
• Soybean basis recovery in North Dakota and cautious optimism
• Strong local corn yields versus national disease challenges
• Aid payments tied to current market conditions and high inputs
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We track a cascading week where a grinding shutdown hits flights and the economy, China’s soybean pledges collide with tariff math, and a Justice Department probe into meat packers meets a looming border reopening that could reshape beef supply. Markets swing on headlines as EPA biofuel exemptions, fertilizer policy shifts, and fresh crop data set the next moves while affordability becomes the political keyword.
• shutdown stalemate, filibuster pressure, and GDP risk
• FAA cuts to flights and airline delays
• market rebound into the close despite chaos
• China soybean commitments versus Brazil’s tariff edge
• waiver paths and competitiveness for U.S. beans
• pork’s 47 percent China tariff and lost share
• DOJ probe talk on meat packers and pricing
• screwworm, border closure, and phased reopening plans
• cattle futures at key moving averages and gaps
• EPA small refinery exemptions and soybean oil impact
• phosphate and potash added to critical minerals list
• upcoming WASDE, crop production, and Brazil old-crop estimates
• election takeaways and affordability as the core message
• food stamp payment updates and court actions
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Soybeans break higher while China plays its options, fertilizer refuses to blink, and cattle prices remind us how fast demand can shift. We use charts to frame solar rent math, soybean sales windows, and acreage moves that protect margin into 2026.
• solar lease economics versus row crop revenue
• soybean stock flexibility in China and sourcing paths
• price pop creates disciplined selling windows for beans
• trade aid uncertainty and cash flow planning
• fertilizer share of revenue rising and sticky costs
• acreage tilt toward soybeans as ratios shift
• fall 2025 fertilizer expense outlook and procurement
• cattle volatility, imports, and beef demand strength
• practical risk management with spreads and scale-up sales
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We track a likely end to the shutdown, the return of critical USDA data, and fresh China commitments that pushed soybeans out of a grinding range. Rates, tariffs, and biofuel policy collide with export flows to shape a fragile but improving demand story.
• shutdown pressure from elections and program timing
• partial USDA reopenings and FSA payment backlogs
• NASS crop production and WASDE returning mid November
• Fed uncertainty keeps dollar firm and bonds soft
• soybean rally on China purchase floors and port relief
• tariff tweaks, rare earth delay, and export logistics
• $13bn CCC shift toward trade aid and formula impacts
• biofuels, RFS volumes, and 45Z as domestic demand engine
• cattle volatility, Argentine beef optics, and sticky retail prices
• FMC slide as a warning for inputs and LATAM credit
• basis improvements at PNW and NOLA as demand signal
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We walk through a volatile week where shutdown politics, CPI relief, and global trade headlines moved cattle limit down while grains firmed. From Argentina beef optics to a possible Trump–Xi meeting, we connect DC decisions to cash flow, price risk, and the week ahead.
• shutdown timing linked to ACA premium hikes and party leverage
• partial FSA reopening and roughly 3bn dollars in payments to producers
• CPI at 3 percent yoy, equities rally, odds of another Fed cut rise
• beef inflation stubborn, cattle limit-down driven by optics and fear
• Argentina imports small in scale versus US consumption
• screwworm controls, Mexico cattle border reopening scenarios
• trade cards: 301 probe on China, soy and sorghum deliverables
• Canada talks pause, Japan signals added US commodity buys
• Brazil tariffs, coffee prices, and hamburger flows
• API withdraws support for year-round E15 and seeks reforms
• Senate hearing on seed and fertilizer market power and history
• market highs, debt surge, and risks from congressional dysfunction
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We break down why cash rent outperforms in booms but lags in lean years, and how flex and share contracts shift risk when margins tighten. We map the corn–soybean tilt across regions, unpack China’s stockpiles, and set a practical plan for selling into strength amid missing reports.
• cash rent versus flex and share in lean and boom years
• why averages mislead when planning risk
• regional yield and price ratios steering corn or soybeans
• $150-per-acre swing from local assumptions
• China’s grain stockpiles and trade war shifts
• rallying beans, weaker export signals, tighter basis
• navigating uncertainty without key reports
• AEI’s data-led strategies for 2025–2026
• long-run demand from income growth and energy uses
For the charts mentioned, email: tg@agbull.com or contact AEI at AEI.ag
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We unpack Trump’s push to cool beef prices, the market’s limit-down reaction in feeder cattle, and how policy headlines are whipsawing cash and futures. We track ripple effects from talk of banning Chinese used cooking oil, Argentina’s reemergence in trade flows, and the cash-first logic behind ADM’s free DP on soybeans.
• options floated to temper beef prices and why cattle producers resist
• volatility from policy signaling, tweets, and import adjustments
• used cooking oil import talk and renewable diesel feedstock shifts
• Argentina currency backstops and meat quota implications
• soybean crush strategy in South America and delayed 45Z clarity
• basis strength, convergence mechanics, and cash flow priorities
• free DP as a signal of physical tightness, not a trick
• rate outlook into 2026 and potential China soybean “deliverables”
• shutdown impact on reports, CPI priority, and USDA timing
• land values supported by investors and solar leases
• bridge aid, reciprocity in trade, and farmer margins under pressure
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We walk through a fast-moving cattle market as futures flip to a premium over cash, spreads widen, and feeders gain leverage to push bids or wait. We also weigh packer margins, rising carcass weights, retail features, and why alternative meats are losing steam.
• Futures premium over cash reshapes feeder incentives
• October–December spread widens and implies stronger mid‑November values
• Government shutdown delays key data and clouds signals
• Carcass weights climb toward records and lift beef tonnage
• Quality grading improves with longer days on feed
• Packer margins turn negative and risk slaughter cuts
• Retail features drive meat case movement and pricing
• Alternative meats struggle against price and clean label trends
• Structural tight supplies favor firm beef prices into 2026
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We map the weekly levels that could steer Amazon, corn futures, and Bitcoin over the next few months, with clear lines, timelines, and trade scenarios. We keep it simple: respect the weekly close, define risk at support and resistance, and let price confirm the plan.
• Amazon’s ceiling at 237.68–242.52 with 266 long-term channel target if broken
• 215.29 as buyable support; 191.36 as Fibonacci objective on breakdown
• Options framing for two to three month and six to twelve month horizons
• Corn’s descending channel top at 428.25; 406.00 as down pivot
• 385.00 as likely target on a weekly close below 406.00
• 481.00 as long-term trend identifier turning 2026 bullish if cleared
• Bitcoin’s rising channel bottom at 108,565; 122,433 as near-term cap
• Breakdown path into the mid to upper 80s on settlement below 108,565
• Cross-asset read-through for SPX and NDX from Amazon and Bitcoin signals
• Where to find daily and weekly research and free resources
Search Wicked Stocks on YouTube for daily NVIDIA, daily Tesla, weekly Bitcoin, and Mag 7
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We sit down with Jed Sidwell, an Oklahoma State senior and lifelong cattle hand, to unpack why cattle keep climbing, how cheap corn props up feeders, and why headlines from metals to screw worm can jolt prices. Jed shares a clear, calm view of animal health risks, the reality of hedging when markets run, and why direct ties to consumers make this a rare window for ag.
• background in custom forage, feedyards, and show stock
• lessons from a Nashville brokerage and Series 3
• metals rally, inflation talk, and job market links
• corn’s signal for desk activity and risk appetite
• campus free-speech moments and processing public loss
• cattle highs, feeder margins, and timing hedges
• screw worm basics, treatment, and market psychology
• tools and protocols that keep health risks contained
• student podcast access and learning resources
• optimism about direct-to-consumer and ag education
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Gold and silver rip to record highs while crude softens and soybeans slide, and we sort signal from noise across rates, tariffs, and safe-haven flows. Field reports from North Dakota reveal frost, disease, and wind shaping yields as cattle stays firm and DC stalls.
• safe-haven metals surging amid uncertainty
• rate expectations, Fed chatter, and 10-year hover
• crude softening as the real-economy signal
• tariff threats, rare earth tensions, and posturing
• soybean futures pressure vs improving North Dakota basis
• field updates on frost, foliar disease, and high winds
• government shutdown impact on payments and outlook
• cattle strength and screwworm control debate
• risk management with call re-ownership and timing
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Washington stalls while markets swing, and we map how a shutdown, China tensions, and a stronger dollar hit soybeans, sorghum, and cotton. We outline SDRP Stage Two, likely top-ups, funding routes, and why APH-based aid makes more sense than production-based payments.
• USDA reports paused and payments delayed under the shutdown
• SDRP Stage Two timing, potential top-ups beyond 35 percent
• RFS and 45Z delays and what that means for crush and SAF demand
• China’s zero U.S. soybean buys and Brazil’s expanding share
• Sorghum export losses, cotton price pressure, acreage shifts ahead
• Dollar strength as a headwind for U.S. exports
• Why APH-based aid would avoid double penalties for producers
• Long game: diversify markets, expand domestic crush capacity
• Market tape: oil on peace headlines, equities correcting, gold bid on de-dollarization
USDA farmer aid coming, but what and when?
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Supply tightens even as front‑end cattle grow heavier and packers pace kills, creating a bullish medium‑term picture with choppy, risk‑heavy near‑term price action. We lay out why feeder highs may persist, how data gaps from the shutdown complicate decisions, and where heifer retention is starting to bite.
• counter‑seasonal decline in fed slaughter and record‑low August–September marketings
• heavier carcass weights and front‑end burdens into OND
• blended cutout rally then retracement with limited upside into holidays
• feeder highs, border closures, smaller calf crops, cheaper feed costs
• why 2014–15 comparisons fall short this cycle
• heifer retention signals and early cow herd bottoming
• government shutdown data gaps and trade flow shifts
• Brazil tariffs vs Australia/New Zealand supply
• risk management, hedging discipline, and margin awareness
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Soybeans sit in a defined range with a clear midterm pivot at $10.32, while Tesla pushes a breakout path toward a higher channel target. We map the exact levels, timelines, and weekly closes that flip risk from cautious to constructive.
• continuation versus contract-specific charts and why it matters
• soybeans’ 1032 weekly pivot dropping seven cents per week
• downside magnet to 950s–970s base and timing into spring
• upside path to low 1080s on a weekly close above 1032
• Tesla’s prior breakout context and 524.64 five-year channel target
• the 469.54 near-term ceiling and 416.57 weakness trigger
• probable pullback zone 359.95–362.39 and containment logic
• practical if–then plans tied to weekly settlements
• where to watch daily chart updates on YouTube
Head over to YouTube, click on AG Bull Media, and then, of course, go over to Wicked Stocks on YouTube.
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We break down how the shutdown stalls key USDA payments, why Obamacare funding is the leverage point in Congress, and what a two-phase farmer aid plan might look like. Markets absorbed a bearish stock surprise, China looms over soybean demand, and California greenlights E15 with a slow path to pumps.
• Senate rejects clean funding extension; Obamacare funding becomes leverage
• ECAP 14% paid; ARC/PLC paused; loans and disaster programs on hold
• Roughly half of the U.S. SDA staff furloughed; implementation bottlenecks
• Two-phase aid: White House trade payments first, broader economic aid later
• China purchase timing likely into next year; tariff revenue constraints
• USDA corn stocks surprise; markets show resilience amid thin data
• Possible delay of October crop report; Fed signals rate cut on softer jobs
• California approves E15; infrastructure and labeling push rollout to 2026
• Auto tariff relief chatter highlights wider trade-policy ripple effects
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We welcome agricultural economist David Widmar from AEI.ag to unpack why corn acres keep moving west, how the corn–soy “factory” expanded, and why interest cost is the creeper crushing margins. We break down median farm income myths, the scale of solar on farmland, and fresh headlines about a proposed $10B farm aid package.
• new collaboration with AEI.ag and how we met
• lessons from Escaping 1980 and boom-bust rhymes
• corn acres shifting west and state-level patterns
• price signals that favored corn over soybeans
• the expanded corn–soy acreage “factory” capacity
• rising “other” costs: interest, insurance, electricity, repairs
• difference between accounting and economic profit
• why median farm income reads demographics, not distress
• commercial producer concentration and debt service reality
• potential $10B aid: funding paths and dilution risk
• solar projects on farmland: fast growth, small national share
• practical risk management for higher-for-longer rates
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“Also, if you would like a copy of these charts, just email us, TG at AG Bull.”
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Record-tight feeder supplies meet record-heavy carcass weights and a falling cutout, creating a tense setup where front-end inventories swell just as seasonal patterns should ease. We unpack the Mexico border closure, regional cash spreads, demand risk at record retail prices, and the surprise shift in futures positioning.
• impact of Mexican border closure on feeder supplies
• divergence between Southern Plains and Northern on-feed inventories
• placements down, marketings down, front-end supplies up
• record carcass weights and feeder leverage erosion
• blended cutout’s sharp August rally and September slide
• Nebraska premium flipping to a discount versus Kansas
• consumer demand at record retail beef prices
• hogs open interest topping cattle and what it implies
• cheaper feed from larger corn, wheat, and sorghum supplies
• macro overhang from a possible government shutdown
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We track Iowa’s move from a quiet August into a real selling season, where auction volume doubles and pricing barely flinches despite cheaper corn and higher costs. We dig into why equity-rich owners keep the floor firm, who’s under pressure, and how stimulus chatter could ripple through rents and bids.
• August to September shift in auction volume
• How more acres “test” price stability
• Mitchell County sale at $24,400 per acre
• Minimal year-to-date price decline despite lower corn
• Drivers of listings: divorce and financial stress
• Why stress volumes remain small and get absorbed
• 84% of Iowa farmland with no debt
• The haves vs have-nots among operators
• Cash rents holding steady against rising inputs
• Potential effects of stimulus and a federal shutdown
• How to access Land Talker Monthly and Land Hero
• Land Talker TV interviews and upcoming content
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Farmers face financial hardship as a government shutdown looms while simultaneously promising relief payments through tariff funds known as "Trump Bucks." The situation highlights the dysfunctional relationship between agricultural policy and political gridlock in Washington.
• Government likely to shut down at midnight Tuesday due to lack of agreement on continuing resolution
• Administration proposes using tariff funds for direct farmer payments, but requires congressional approval
• Section 32 funds (30% of tariff revenues) typically used for commodity purchases for nutrition programs
• Cattle markets experienced extreme volatility after comments about potential heifer retention incentives
• Argentina temporarily lowered export taxes, causing China to purchase 35 loads of soybeans
• Basis levels vary widely across regions, from 80 cents under in southern Minnesota to $1.60 under in North Dakota
• Harvest beginning in northern regions with favorable weather and good yield expectations
• Government shutdown would delay all agricultural reports including the upcoming stocks report
• Commodity markets showing potential inflationary signals as gold approaches $4,000 and silver hits $45-46
• Farmers would prefer market-based solutions like year-round E15 rather than direct payments
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Trade policy tensions create ripple effects across agricultural markets as Trump promises aid while China boycotts U.S. farm products. Secretary Rollins presents a five-part agricultural plan while a potential government shutdown threatens to disrupt essential services.
• Trump promises aid to farmers as a "bridge" until tariff policies take effect, though amount and timing remain unspecified
• Treasury Department's $20 billion bond swap with Argentina inadvertently facilitated China's purchase of 35 vessels of Argentine soybeans instead of American ones
• USDA Secretary Rollins announces $2 billion in "top-up" payments through ECAP, increasing allocation factor from 85% to 99%
• Rollins firmly states no plans for direct payments to the beef cattle industry to avoid market distortion
• Potential government shutdown would allow mandatory farm payments to continue but would prevent October crop production reports
• Input costs remain a major concern with fertilizers up 37%, fuel 32%, labor 47%, and interest payments 73% since 2020
• Food prices continue to rise, particularly beef, adding pressure on consumers and contributing to inflation concerns
• Gold, oil, and agricultural commodities show strength, potentially signaling inflationary pressures ahead
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Cattle markets reach unprecedented heights amid rumors of USDA incentives to rebuild herds and growing concerns about screwworm threats near the U.S.-Mexico border. Global grain markets respond to Argentina's elimination of export taxes while farmers in the Northern Plains contend with variable yields and challenging economic conditions.
• Record cattle prices driven by potential USDA heifer retention incentives
• Screwworm threat intensifying with cases increasing 50% south of Mexico border
• LRP insurance offers protection for ranchers navigating volatile markets
• Argentina eliminates export taxes, leading to immediate Chinese soybean purchases
• Spring wheat harvest completed with decent quality in Northern Plains
• Regional variations in crop conditions with wet weather impacting some areas
• Looming government shutdown threatens CCC funding and potential farm payments
• Interest rate cuts providing some relief but agricultural profitability remains challenged
• Gold and silver reaching record highs as alternative investments
For more information on market updates and agricultural news, visit agbull.com or rrfn.com. Follow our podcast on Apple, Spotify, or YouTube for regular insights into agricultural markets.
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We're launching a new podcast called "Fat Tuesday" featuring Mike Sands from Nesvik Trading Group, focusing on the unprecedented volatility in cattle markets. The timing couldn't be better as cattle prices reach new highs followed by sharp declines, creating a dynamic environment that demands experienced analysis.
• Mike Sands brings 25+ years of experience from Informa and Sparks Companies
• Mike previously worked as an extension marketing economist in Indiana, Kansas, and Colorado
• The show will provide a "36,000-foot view" of cattle and feeder cattle markets
• Each episode will feature 3-7 PowerPoint slides and live market quotes
• Current cattle market volatility necessitates stronger risk management strategies
• The podcast responds to audience requests for specialized cattle market coverage
Join us weekly as we navigate these historic cattle markets with the expertise that only comes from decades of experience.
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US-China relations show promising signs with a potential trade agreement in the works and Beijing issuing a formal state visit invitation to Trump. South China Morning Post reports final stages of negotiations that could include bulk purchases of American soybeans by year-end.
• Secretary Rollins confirms farmer aid package being considered to address cash flow problems
• Funding options include Commodity Credit Corporation, tariff revenue, and Section 32 funds
• NCGA survey shows 80% of farmers point to a farm crisis with significant economic concerns
• CRP enrollment nearing statutory limit of 27 million acres with 25.8 million currently enrolled
• Supreme Court to hear arguments on Trump's tariff authority beginning November 5
• EPA expected to release ag-friendly Waters of the US definition and re-approve Dicamba with restrictions
• Potential government shutdown could impact agricultural reports and services
• Federal Reserve cut interest rates by 25 basis points with more cuts expected this year
Email Jim at wiesemeyer@gmail.com to sign up for his free daily newsletter with comprehensive agricultural policy updates and analysis.
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Tommy and Jim analyze the latest USDA crop production report, which shows a surprising planted acreage of nearly 96 million corn acres. Despite yield reductions, this led to increased projected production and complex market reactions.
• Corn prices closed up 10.5 cents despite bearish USDA news, with soybean prices also strengthening
• The cash flow crisis facing farmers in areas without river markets or ethanol plants requires governmental support
• Interest rates are expected to be cut by 25 basis points at the September 17 FOMC meeting, with economists projecting 75 basis points in cuts by year-end
• The Japan trade agreement has been misinterpreted - it doesn't include an additional $8 billion in US farm product purchases
• California's approval of E15 ethanol blends opens a significant market opportunity by 2026
• Regulatory hurdles for US farm equipment manufacturers create higher costs compared to identical equipment sold in South America
• Farm Bill 2.0 may address issues like California's Proposition 12 affecting pork producers
• The second Maha report avoided mentioning pesticides, but concerns remain about upcoming definitions of "ultra-processed foods"
Email Jim Wiesmeyer at wiesmeyer@gmail.com to receive his free newsletter covering these agricultural issues in greater depth.
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Tom Grisafi and Don Wick provide an on-the-ground report from the Big Iron Farm Show, addressing challenging market conditions for farmers while highlighting resources and upcoming speakers at the event.
• Basis levels are "pretty ugly" in the region with a negative $2 basis making even optimistic price projections like $12 beans insufficient for profitability
• Input costs remain stubbornly high despite commodity price decreases, creating a profit squeeze for producers
• Approximately 100 million bushels of grain storage was lost in North Dakota due to a derecho wind event, complicating harvest decisions
• Land values are holding steady despite market challenges, described as experiencing a "soft landing" rather than a crash
• Young farmers face particular challenges entering agriculture, raising concerns about potentially losing another generation from the industry
• The show features panels on weather, tax planning, market outlook, and special appearances including FSA Administrator Bill Beam
• Despite current hardships, farmers maintain generational optimism with a long-term perspective that helps weather difficult periods
Check out all our forum recordings on the Red River Farm Network YouTube channel at RRFN.com, where you can also sign up for our weekly Farm Net News newsletter.
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Trade wars and policy shifts create mounting pressure on US agricultural exports, while domestic utilization initiatives offer glimmers of hope for struggling farmers. Congress returns with growing awareness of the cash flow crisis in agriculture, as industry leaders debate the potential need for another economic aid package.
• US agricultural trade deficit widens to $47 billion, with USDA forecasting $41.5 billion for next fiscal year
• China's boycott of US soybeans significantly impacts grain-producing regions like North Dakota
• USMCA talks begin, with Mexico remaining a top export destination despite trade tensions
• California approves E15 ethanol, potentially boosting demand by 600-800 million gallons
• Farm income appears artificially high due to $40 billion in government assistance payments
• RFK Jr.'s food policy initiatives create controversy in congressional hearings
• Japan agrees to increase rice quota by 75% and purchase $8 billion in US agricultural commodities
• US market share in global agricultural trade for key commodities continues declining trend
• Fed expected to cut interest rates by at least 25 basis points on September 17th
• Supreme Court appeal of tariff ruling could have significant implications for trade policy
Contact Jim Wiesemeyer at wiesemeyer@gmail.com for his free agricultural policy newsletter.
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Tom Grisafi and Don Wick discuss a week of significant agricultural developments spanning crop conditions, market movements, and political upheaval. The contrast between potentially record-breaking yields and challenging economics highlights the complex reality facing today's farmers.
• Don's crop tour revealed surprisingly good conditions in northern regions with corn reaching 215 bushels/acre near the Canadian border
• Western North Dakota appears "grass green" when typically burnt up this time of year
• Farmers face storage challenges and poor basis despite good yield potential
• Federal Reserve independence questioned after White House attempts to remove Governor Lisa Cook
• Cattle markets continued strong performance while grain markets rebounded despite bearish USDA estimates
• Potential "bridge payment" mentioned by USDA official Steven Vaden to help struggling farmers
• Land O'Lakes CEO Beth Ford's editorial sounds alarm about farm economy
• Congress returning after recess with "skinny farm bill" potential
Like and subscribe to the Ag Bull podcast—find us everywhere by searching "Ag Bull" with a new website coming in a few weeks.
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We tackle the severe cash flow crisis American farmers are experiencing despite billions in government aid. Current assistance programs cover only a fraction of losses, with soybeans facing nearly $2 per bushel shortfalls and aid offsetting just 37%.
• Farmers will need another economic assistance package by year-end through either Congress or USDA
• The Commodity Credit Corporation (CCC) needs replenishment to function as USDA's financial resource
• Three solutions identified: targeted trade deals, expanded food aid, and developing new uses for crops
• Mexico's screwworm outbreak shows 53% increase since July, now threatening to approach US border
• USDA sending teams to verify containment efforts as ranchers warn Texas infestation could cost $1.8B
• Agricultural exports forecast improved but still showing deficit for third straight year
• New tariffs on India (50%) and Brazil (50%) creating trade tensions and higher beef prices
• USDA Secretary Brooke Rollins actively advocating for farmers at cabinet meetings
• Congressional agenda includes appropriations, Farm Bill 2.0, and potential early payments for 2025 crops
• USDA reorganization aims to relocate staff closer to agricultural communities despite DC resistance
Email Jim at wiesemeyer@gmail.com to subscribe to his daily agricultural policy newsletter.
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The stark contrast between all-time stock market highs and multi-year lows in agricultural commodity prices creates significant challenges for farmers despite good-looking crops in the field.
• Soybean basis running $1.50-1.60 under futures prices in some areas with warnings of potential "no bid" situations
• Zero soybean sales to China as American Soybean Association urges administration to prioritize soybeans in trade negotiations
• Secretary of Agriculture acknowledges farm economy stress while USDA implements risk management program changes
• Canada removes some regulatory tariffs on US goods while maintaining auto, steel and aluminum tariffs
• CME Group partners with FanDuel, potentially creating betting markets on agricultural metrics like crop yields
• Cattle markets reach record highs while wheat faces poor basis and demand challenges
• Big Iron Farm Show scheduled for September 9-11 in West Fargo featuring market analyst discussions
Call us at 1-855-737-FARM or visit rrfn.com to subscribe to the weekly Farm Net News e-newsletter published every Monday.
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Farmers across the US are facing their worst cash flow crisis since the 1980s as grain prices plummet while input costs continue to rise. The situation is creating a growing divide between established producers who can weather the storm and younger farmers who may not survive financially.
• North Dakota and Texas farmers experiencing "no bid" situations for soybeans and sorghum
• USDA announcing a top-up payment for the ECAP program within 45 days
• Potential for advanced 2025 crop payments to provide crucial cash flow relief
• Farm Bill 2.0 facing political hurdles but gaining momentum in Congress
• Year-round E15 authorization could eventually increase corn demand by 450 million bushels
• Brazilian soybeans flooding into China while American farmers struggle to find markets
• Labor shortages and rising costs creating additional pressure on farm operations
• Regulatory relief and immigration reform critical for agricultural sustainability
• Farmers watching for potential interest rate cuts from the Federal Reserve in September
Sign up for Jim Wiesemeyer's newsletter at wiesemeyer@gmail.com for daily agricultural policy updates and market analysis.
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Jim Wiesemeyer shares his extensive Washington policy expertise on Trump 2.0's administration, exploring cabinet picks, agricultural markets, and the regulatory landscape shaping America's farm economy.
• USDA August report shows record corn yield of 188.8 bushels per acre with burdensome carryover pushing prices below $4
• Trump's cabinet features standouts including Treasury Secretary Scott Bessent, Secretary of State Marco Rubio, and farmer-friendly EPA Administrator Lee Zeldin
• USDA Secretary Brooke Rollins described as "most dynamic USDA secretary" with direct line to Trump and Texas A&M background
• Ultra-processed foods initiative under RFK Jr. presents major challenge to food industry with potential lawsuits and regulatory changes
• Trade policy shifts include 50% tariffs on Brazilian beef imports and potential meeting between Trump and China's Xi Jinping
• Storage capacity concerns growing with record crop as North Dakota faces additional challenges from tornado damage to bins
• Farm safety net includes reference price increases in Title I farm programs that may cushion market downturns
• Washington's political divide prevents compromise, with civil discourse only likely when one party faces true minority status
• Digital media transformation changing how agricultural information is distributed and consumed
• Bond market remains "the only boss Washington DC has" with implications for interest rates and debt management
For more insights and daily agriculture policy updates, email Jim at wiesemeyer@gmail.com to subscribe to his free newsletter.
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The agricultural landscape faces significant shifts as USDA undergoes massive reorganization while farmers contend with volatile markets and weather challenges. July's developments set the stage for a critical harvest season amid tariff concerns and policy changes.
• USDA announcing major reorganization, moving 2,000 employees from DC to regional hubs across the country
• Closing the massive South Building and Beltsville Research Station as part of effort to be more "farmer-facing"
• The "Big Beautiful Bill" passed July 4th covering many farm bill provisions, but significant work remains for September
• Cattle markets continuing to set new record prices while grain markets drift lower
• Cost of half a beef increasing by $360 in just six months with ground beef reaching $7-8/pound at farmers markets
• New tariffs being implemented against trading partners: 20% for Indonesia/Vietnam/Philippines, 15% for EU/Japan/South Korea, 35% for Canada, and 50% for Brazil
• Grain basis levels widening significantly as harvest approaches, indicating potential demand challenges
• Spring wheat harvest looking promising while corn and soybean crops show variable conditions
• August bringing important crop assessments including FC Stone forecast and Pro Farmer Crop Tour
If you need marketing help or advice, give us a call at 1-855-737-FARM. For weekly agricultural insights, sign up for our newsletter at rrfn.com or email don@rrfn.com.
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Ag markets face challenges as the USDA erroneously announced Chinese grain purchases before retracting the statement, creating unnecessary market volatility while farmers cope with tight margins and high interest rates.
• Breaking news on the passing of Hulk Hogan at age 71
• USDA's credibility questioned after false China grain purchase announcement
• Good growing conditions across the Northern Plains with regular rainfall
• Spring wheat tour shows good quality but not record yields
• Spring wheat futures contract issues causing trading confusion
• Cattle markets hitting new all-time highs with excellent pasture conditions
• USDA reorganization moving thousands of employees from DC to regional hubs
• Closing the South USDA Building and Beltsville Research Facility
• Northern Plains facing severe harvest basis with corn potentially -80 cents
• Interest rates remaining high, affecting grain storage economics and equipment sales
Call our hotline at 1-855-737-FARM to share your thoughts or questions. Sign up for the FarmNet News newsletter at rrfn.com or email don@rrfn.com.
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The Ag PhD 2025 Field Day on July 31st in Baltic, South Dakota offers farmers a completely free, one-day immersive agricultural learning experience featuring plots, expert speakers, and networking. Zach Hefty shares insights on the meticulous planning involved in creating this premier agricultural event that has evolved from simple plot tours to a comprehensive educational experience feeding up to 10,000 attendees.
• Field Day is completely free including parking, food, and all educational sessions
• Located just 15-20 minutes north of Sioux Falls in Baltic, South Dakota
• Planning begins immediately after each year's event to continually improve the experience
• Features practical crop plots showcasing agronomic practices from multiple companies
• Morning agenda includes market insights, meet-and-greet with Brian and Darren Hefty, and extensive plot tours
• Afternoon offers specialized concurrent sessions where attendees can choose topics most relevant to their operation
• Event focuses on helping farmers maximize ROI through improved agronomy regardless of market prices
• Acres TV provides free agricultural content year-round for those seeking continuing education
• Crops in the Baltic region currently looking good with timely rains, though conditions vary elsewhere
Join us on July 31st at the Ag PhD 2025 Field Day to learn practical strategies for improving your farm's productivity and profitability!
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Jed Sidwell shares his journey from Colorado cattle country to a Nashville trading internship, bridging traditional agricultural skills with modern financial markets.
• Summer intern at Nesvick Trading from Gill, Colorado
• Background in custom harvesting, raising cattle and sheep for 4-H/FFA projects
• Collegiate livestock judging competitor at Butler Community College
• Currently completing finance degree at Oklahoma State University
• Explained livestock judging competitions and their value in developing decision-making skills
• Discussed trading experience and learning market influences beyond cash fundamentals
• Observed challenges in agriculture including water rights issues and rising interest rates
• Planning to pursue Series 3 license and explore career options in commodities trading
• Continues judging livestock shows while connecting show animals to market reality
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ashley@nesvick.com
901-766-4575
Ashley Lowe, associate person at Nesvick Trading Group and cattle market expert, joins the Ag Bull podcast to discuss the unprecedented bull market in cattle. From its origins at pandemic lows to current record highs, Ashley breaks down the complex factors sustaining cattle prices while other commodity markets struggle.
• Ashley is hosting a cattle market meeting in Dodge City, Kansas on August 22nd at the Boot Hill Museum
• The current cattle bull market began with pandemic-related liquidation around 68 cents/pound
• Drought conditions in western Kansas and other regions further reduced the cattle herd
• Unlike typical fund participation that pressures prices lower, funds are helping sustain this rally
• The market consistently finds buyers on breaks, showing remarkable resilience
• Cattle production cycles span multiple years from conception to consumption
• Evidence of heifer retention signals rebuilding has begun but won't impact production until 2027
• Potential market threats include screwworm detected just 270 miles from the US border
• Proposed 50% tariffs on Brazilian beef would further support domestic cattle prices
• Cattle prices historically "take the stairs up and the elevator down" with quick corrections
To attend the August 22nd meeting in Dodge City, contact Ashley at ashley@nesvick.com or call 901-766-4575.
There is a risk of loss in trading futures and options, and it is not suitable for all investors. PAST RESULTS ARE NOT NECESSARILY INDICATIVE OF FUTURE RETURNS. Nesvick Trading Group LLC is not responsible for any redistribution of this material by third parties or any trading decision taken by persons not intended to view this material
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Market volatility dominates ag news with extreme movements in cattle prices and continued downward pressure on grain markets. North Dakota and Midwest crops look beautiful despite some standing water, presenting both opportunity and storage challenges for the coming harvest.
• USDA report released today matched trade expectations, creating minimal market reaction
• Beautiful crop conditions observed across North Dakota and the Midwest, with some standing water concerns
• Cattle border with Mexico reopened briefly before closing again due to screwworm cases 300 miles south of border
• Potential 50% tariffs on Brazilian imports affecting cattle markets, potentially impacting imported beef cuts
• Tariff situations affecting multiple countries including India, South Korea, and Taiwan with August 1 implementation deadline
• "Big Beautiful Bill" includes tax benefits and farm program provisions normally found in Farm Bill
• A "skinny farm bill" may address remaining agricultural policy issues by September
• North Dakota facing grain storage challenges with state incentives and private companies working on solutions
• Despite farmers' reluctance, many will likely need to sell grain below cost of production
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We examine the devastating aftermath of North Dakota's recent derecho that destroyed grain bins and elevators, creating severe storage challenges for the approaching harvest season. The weather disaster compounds existing market volatility as traders react to headlines without examining deeper implications.
• Multiple tornadoes caused fatalities and extensive agricultural damage across North Dakota
• Destruction of grain storage facilities presents the biggest long-term challenge for farmers
• Markets continue to respond dramatically to headlines, often without substantive connections to agriculture
• June 30th USDA Acreage Report expected to create significant market volatility before the holiday
• Strong agricultural industry support for the Farm Bill currently moving through Washington
• Red River Farm Network's Randy Cohn retiring after decades of agricultural broadcasting
Call the fuel guy – crude oil prices have come down, so now might be a good time to secure your fuel needs while the market appears stable.
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Geopolitical tensions between the US, Israel, and Iran create market turbulence while devastating storms in North Dakota destroy up to 100 million bushels of grain storage capacity.
• Crude oil prices crash from near $80 to $65 following Trump's social media posts about Middle East agreements
• North Dakota hit by derecho with hurricane-force winds exceeding 100 mph
• Storm damage includes 50-100 million bushels of grain storage capacity destroyed
• Farm fields filled with debris requiring cleanup before harvest equipment can enter
• Senate working on budget reconciliation bill with agricultural provisions
• Federal Reserve communications hint at potential interest rate changes
• Upcoming USDA acreage report expected to move markets
We'll be back with our official Week in Review episode after this wild week concludes.
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Tyler Stockton, procurement manager at Northdale Oil, shares his expertise on navigating volatile energy markets and how global events impact fuel prices for agricultural operations. With seven years in the energy industry, Tyler offers valuable insights into hedging strategies, supply chain dynamics, and current market conditions affecting farmers' bottom lines.
• Northdale Oil has grown from one truck and station in 1992 to over 30 gas stations and a fleet of delivery vehicles today
• During COVID, crude oil traded at negative prices, allowing Northdale to lock in multi-year fuel contracts for farmers at extremely low rates
• Russia's invasion of Ukraine sent prices soaring to $130 per barrel, creating wild market swings
• Hedging strategies help farmers establish predictable fuel budgets regardless of market volatility
• Most fuel in the region comes from Canadian crude refined in Mandan, ND or Minneapolis before distribution through pipeline networks
• Recent Middle East tensions between Iran and Israel are creating new price instability in energy markets
• Terminal "basis" pricing significantly impacts final fuel costs - currently showing unusual patterns with negative basis in some markets
Contact Tyler at 701-757-0668 (office) or 701-520-9056 (cell) for fuel pricing and supply questions.
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Tommy Grisafi & Luke Lloyd of Lloyd Financial Group.
We examine the impact of skyrocketing oil prices and their potential effect on inflation, while exploring how AI's deflationary pressure could reshape markets and monetary policy. Financial advisor Luke Lloyd shares insights on navigating today's complex economic landscape, from gold's record highs to Bitcoin's long-term potential.
• Oil prices surged 9% overnight due to Middle East tensions, creating inflationary concerns
• Economic data showing consumer weakness may offset supply constraints, keeping the Fed on track for rate cuts
• AI technology adds significant productivity while potentially creating deflationary pressure through workforce changes
• Current market represents a necessary reset after years of artificially low interest rates
• Gold reaching all-time highs serves as a hedge against currency and system risk
• Bitcoin could eventually reach $1 million per coin as acceptance grows and supply remains finite
• Market outlook remains mixed with job market concerns balanced against potential productivity gains from AI
If you're interested in working with Lloyd Financial Group, visit lloydfg.com or email Luke at Luke@lloydFG.com to book a meeting directly.
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Markets experienced dramatic overnight shifts as Middle East conflict sent crude oil soaring 13% while the EPA announced record biofuel mandates, creating a perfect storm of volatility.
• Crude oil surged 13% overnight - equivalent to a $1.40-$1.50 move in soybeans
• EPA announced highest-ever renewable fuel obligations through 2027
• Soybean oil closed limit up (300 ticks) in response to favorable biofuel mandates
• Iran-Israel conflict raises concerns about the Strait of Hormuz, where 20% of daily global oil flows
• Grain markets closed on their highs despite favorable weather forecasts
• Cattle markets sold off sharply, closing on their lows
• US-China trade negotiations showing positive progress following recent talks
• Northern Plains experiencing cool conditions with heavy rainfall in parts of South Dakota
• Markets face significant weekend risk with ongoing geopolitical tensions
Sign up for the Red River Farm Network's e-newsletter "Farm Net News" at rrfn.com for ongoing agricultural news and market insights.
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Jim, the Land Talker, joins us to discuss the current state of Iowa's farmland market and share insights from his May newsletter. Despite low inventory due to planting season, land prices remain remarkably stable with optimistic buyers still active in the market.
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Tommy Grisafi of Nesvick Trading Group & Don Wick from RRFN talk politics and markets.
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Tommy Grisafi & Don Wick talk Markets & Politics!
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Send us a text
Recording life stories so future generations know their history!
https://www.legacyinterviews.com/
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Paul Neiffer, CPA, a tax principal, is an Agribusiness and business advisor specializing in income taxation and accounting services related to farmers and processors. He’s a member and past chair of the Farm Financial Standards Council and authors a monthly column for Top Producer magazine called “The Farm CPA.” Paul has written numerous articles for various agribusiness publications and is the primary author of FarmCPAReport.com
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AG Bull Media Summer Intern Marcus Hughes chats about North Dakota vs the Big City!
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Carley Garner is an experienced futures and options broker with DeCarley Trading, a division of Zaner Group, in Las Vegas, Nevada. Her commodity market analysis is often referenced on Jim Cramer’s Mad Money on CNBC and she is a regular contributor to TheStreet.com and its Real Money Pro service.
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Susan David explains how She is cutting through the Bull to make the news bearable!
August 2-3, 2023
Saint Louis, Missouri
http://NoBullSummit.com
http://NoBullAg.Substack.com
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Kayla Walker
Miss Rodeo Illinois 2023
missrodeoillinois.com
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Commodity Classic 2023
Booth #653
See U Soon!
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The @AgMafiaLLC
4 folks casually talk about Americas Greatest Ag Meeting!
Agronomy On Ice 2023
2/1/2023
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Fresh water is one of our world’s most valuable resources!
Jamie Duininck from The Water Table Podcast talks about being a podcast host and CEO of Prinsco!
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United States land prices have exploded!
My friend Jim Rothermich AKA The Land Talker from Iowa Appraisal joined the show to update and educate folks on the history and future of land prices.
iowaappraisal.com
Twitter: @theLandTalker
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Lets Talk Drain Tile with Spike Ellingson!
Tile makes me Smile!
We’re a family-owned business rooted in a rock-solid commitment to delivering on our promises. From the largest projects, down to the smallest detail, we promise to deliver on-time, on-budget and ahead of your expectations. And we do it every time. On every project. For every client.
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www.agbull.comAG BULL Media
Twitter @agbullmedia
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E-Mail flags@agbull.comThank you, Tommy G
After 104 years, Soholt Bakery in Mayville North Dakota has new owners!
Save some room for desert and congrats to my friend Janet Holt owner of the Soholt Bakery!
Watch us on U-Tube AG Bull Podcast(105) AG Bull Podcast - YouTube
www.agbull.comAG BULL Media
Twitter @agbullmedia
Facebook @agbullmedia
Instagram @agbullmedia
E-Mail flags@agbull.comThank you, Tommy G
My Friend Levi Otis describes his latest venture QR Posts.
Landowners:
Easily manage all your land access requests whether they are from an online booking or someone out on your field scanning your signs.
Outdoorsmen:
If you're looking for private land access, look no further. We offer over 30,000 acres of excellent private land.
https://qrposts.com/
www.agbull.comAG BULL Media
Watch us on U-Tube AG Bull Podcast(105) AG Bull Podcast - YouTube
Twitter @agbullmedia
Facebook @agbullmedia
Instagram @agbullmedia
E-Mail flags@agbull.comThank you, Tommy G
Husband
Father
Grandfather
Chip Flory Host of Agritalk AgriTalk (listenlive.co)
Imagine having a few hours to visit with one of the brightest voices in Agriculture.
Enjoy the Show!
Chip Flory
He joined Pro Farmer as a floor reporter for Futures World News in January 1988 after graduating from Iowa State University with a degree in Ag Journalism. He spent 3 years reporting from the floors of the Chicago Board of Trade and the Chicago Mercantile Exchange as Bureau Chief for FWN.
Chip moved to the Pro Farmer headquarters in 1991 where he started as Electronic Services Editor. With Pro Farmer, he has been Sr. Market Analyst, General Manager, Editor of the company’s flagship newsletter and is now Editorial Director.
Chip is also host of Farm Journal Media’s two daily radio shows, AgriTalk and AgriTalk After the Bell. AgriTalk After the Bell’s goal is to be the go-to radio program for farmers and ranchers that are looking to dig deeper into the markets each afternoon.
Chip was Editor of Pro Farmer Newsletter from 1997 until 2014. As Editorial Director, he continues to play a role in gathering and delivering the news, information and perspective to help the 10,000-plus Members of Pro Farmer make smart business, farm policy and risk-management decisions.
www.agbull.comAG BULL Media
Watch us on U-Tube AG Bull Podcast(105) AG Bull Podcast - YouTube
Twitter @agbullmedia
Facebook @agbullmedia
Instagram @agbullmedia
E-Mail flags@agbull.comThank you, Tommy G
Bridgette Readel is one of North Dakota’s hidden gems. If you are involved in Agriculture, you have most likely attended one of her education seminars or listened to her on the radio. For folks outside the Northern Plains who are new to her please take a moment to get to know Bridgette.
Agriculturist, Radio Ag Director, Agronomy & Sales Educator
Twitter @bmreadel
Snapchat bridgettereadel
Instagram bridgetterereadel
Facebook Bridgette Readel / Farm Fact Friday
www.agbull.com
Watch us on U-Tube AG Bull Podcast
Twitter @agbullmedia
Facebook @agbullmedia
Instagram @agbullmedia
E-Mail flags@agbull.comThank you Tommy G
It was so nice to sit down and talk to Scott Sanders, General manager at Peterson Farms Seed, to talk corn & soybean seed!
If you live in North Dakota you know this iconic brand. We spent an hour learning about the people and personalities involved in this fascinating industry.
Don Wick, President of the Red River Farm Network, sat down to discuss his 40-year career as a Farm Broadcaster. Don has Interviewed more than 10,000 people in his career. It was fascinating listening to him talk about his role in Agriculture, I am lucky to call him a friend!
Russ Crawford author of the book **LIMIT UP
https://www.limitup.ca/**
The year is 1972 Russia has a Drought....
1-855-737-FARM
Delaney Howell from Ag News Daily talks about The F word Famine.
Planting delays and production problems in the United states are moving markets.
Folks we both interact with daily are extremely nervous!
@agnewsdailey Farms in Iowa with @groth4
Delaney's links to other Awesome AG Podcast agnewsdaily.com @globalagnetwork
The World is depending on the USA farmer to grow a record crop & Mother nature has other plans!!
Bryan Kenner from BK Seeds Calls into the AG Bull Studio!
We chat about choices North Dakota farmers have and the challenges in the supply chain.
USDA Acreage battle What are ND farmers going to Plant and Why!
Corn
Wheat
Soybeans
Canola
Durum
Barley
Sunflowers
Flax
Oats
SugarBeets
Dry Edible Beans
Lentils
ABC Anything but Corn in 2022
www.bkseeds.com
Maddock North Dakota
Ted Stoa has a passion for Ag Education. Ted is a great example of someone willing to give back to the community.
Mayville State University’s BS in Agribusiness program provides students with the coursework, career field experiences, and skills necessary to prepare them for successful careers in agriculture and agribusiness-related industries.
https://mayvillestate.edu/
Chris Mahlmann of GreatNews.life tells the story of starting a Good News Media Company.
Interested in starting a media company take a listen. Chris Mahlmann you are my favorite positive disruptor!!
GreatNews.Life looks to form positive, online communities centered around the idea that, given the option, users prefer to read about the good things going on in their community instead of the often-negative slant given to traditional media.
www.greatnews.life
In Studio guest Jason Hanson describes Agronomy On Ice 2022. Long time listener first time caller Bridgette Readel calls in to share her excitement about this wonderful event.
Devils Lake North Dakota 2/2/2022 or Bust!
Jason Hanson @RocknRollAgrnmy
Bridgette Readel @bmreadel
For More info 1-855-737-FARM
Kyle Stull from Stull Agronomy talks about podcasting and agronomy.
Listen as I talk with @stullagronomy
For More info 1-855-737-FARM