Wiesemeyer's Perspectives | War UpDate

Wiesemeyer's Perspectives | War UpDate

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. 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  Tell the boys at Trade the News the Agbull boys sent you, and you want a free trial  Support the show [https://www.agbull.com/intel-subscription/]

Wiesemeyer's Perspectives | Grain Markets Collapse

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. 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.  Support the show [https://www.agbull.com/intel-subscription/]

Fat Tuesday with Mike Sands | SREWWORM in U.S.

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] 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.  Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. Support the show [https://www.agbull.com/intel-subscription/]

Wiesemeyer's Perspectives | No Deal!

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] 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  Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. Support the show [https://www.agbull.com/intel-subscription/]

Friday Futures Report | Tom Leffler

www.agbull.com [https://www.buzzsprout.com/1848225/fan_mail/new] 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. Tommy's Premium Subscription: www.agbull.com [http://www.agbull.com/] AgBull Audio and Video Links Apple Music [https://podcasts.apple.com/us/podcast/ag-bull/id1596548171] Spotify [https://open.spotify.com/show/2BXdVJVVm2H7tUwCA9MzZK?si=Zt2H4s24QYKf7mFMsXrMoQ&nd=1&dlsi=01601a77d2ab4f3f] YouTube [https://www.youtube.com/@agbullmedia] TikTok [https://www.tiktok.com/@agbullmedia] Futures and options trading involve risk and are not suited for everyone. Support the show [https://www.agbull.com/intel-subscription/]