Ag Bull Intel

Rollins Supports MCOOL, But Hurdles Ahead Trump threatens NATO exit as Iran war strains alliances | Rollins signals fertilizer action | EPA finalizes 2026–2027 biofuel mandates, shifts focus to 2028 rulemaking  LINKS  Link: Updates, April 1, Part 1: Trump to Address Nation Tonight on IranLink: U.S./China Trade Reset: ‘Board of Trade’ Emerges as          Key Summit DeliverableLink:…

Trump to Address Nation Tonight on Iran  Perspective & market reaction re: USDA Prospective Plantings and Grain Stocks reports  LINKS  Link: U.S./China Trade Reset: ‘Board of Trade’ Emerges as          Key Summit Deliverable Link: USDA Grain Stocks Come in Near Trade Expectations —          Corn Slightly Tight, Soybeans Heavier Than ForecastLink: Acreage Surprises Reshape Market Outlook, With Wheat           Leading Bullish…

U.S./China Trade Reset: ‘Board of Trade’ Emerges as Key Summit DeliverableUSTR Greer signals structured mechanism to manage bilateral flows, prioritize exports, and stabilize ties ahead of Trump/Xi meeting U.S. Trade Representative Jamieson Greer said a formal U.S./China “board of trade” is shaping up as a central outcome from the May 14-15 summit between President Donald…

USDA Grain Stocks Come in Near Trade Expectations — Corn Slightly Tight, Soybeans Heavier Than Forecast March 1 stocks signal steady supply backdrop, with corn modestly supportive, soybeans leaning bearish, and wheat largely neutral versus pre-report estimates The March 2026 Grain Stocks report from USDA’s National Agricultural Statistics Service landed largely in line with pre-report…

Acreage Surprises Reshape Market Outlook, With Wheat Leading Bullish Signals USDA planting intentions come in above expectations for corn and cotton, below for soybeans and wheat — setting a mixed tone as demand strength, tight wheat supplies, and weather risks drive next market moves Corn acres came in above the trade, soybeans below, wheat lower…

$4 Average Gas Prices: Implications Mount; Trump Pressures Allies on Hormuz Needed perspective on USDA’s Prospective Plantings report LINKS  Link: Updates, March 31, Part 1: WSJ: Trump Tells Aides He’s Willing to          End War Without Reopening Hormuz Link: Video: Wiesemeyer’s Perspectives, March 29Link: Audio: Wiesemeyer’s Perspectives, March 29 Updates: Policy/News/Markets, March 31, 2026, Part 2 UP FRONT TOP…

WSJ: Trump Tells Aides He’s Willing to End War Without Reopening Hormuz Perspective on major USDA reports today | Dovish comments from Fed chairman | EPA RIN policy delay could trigger near term feedstock import surge ahead of 2028 shift  LINKS  Link: USDA Weighs Phased Reopening of U.S./Mexico Cattle Trade          Amid Screwworm Threat Link: Video: Wiesemeyer’s…

USDA Weighs Phased Reopening of U.S./Mexico Cattle Trade Amid Screwworm ThreatSecretary Brooke Rollins signals potential border shift while expanding containment efforts and domestic biosecurity investment USDA Secretary Brooke Rollins is signaling a possible shift toward reopening the U.S./Mexico border to feeder cattle imports, even as the department intensifies efforts to contain the spread of New…