Ag Bull Intel

White House Previews Leaner U.S. Diet Rules as FDA Sets Stage for Major 2026 Food Policy Reset U.S., China take beef trade action | Xi signals confidence as China targets 5% growth in 2025 LINKS  Link: Trump’s Cabinet and Top Economic Hands: A Report Card Link: Video: Wiesemeyer’s Perspectives, Dec. 27Link: Audio: Wiesemeyer’s Perspectives, Dec. 27  Updates: Policy/News/Markets,…

Trump’s Cabinet and Top Economic Hands: A Report Card Strong execution and tighter alignment define the team’s second-term profile — though messaging missteps, media strategy gaps, and a few headline controversies still shape perceptions As President Donald Trump’s second term nears its one-year anniversary, his Cabinet has been a major focus of both support and…

China’s Likely Purchases of U.S. Soybeans: 10 MMT Wheat review & outlook | Brazil’s Amazon soy pact at risk | FOMC Minutes   LINKS  Link: From Step 2 To STAX: How Brazil’s WTO Cotton Fight Reshaped           U.S. Policy — And Helped a Rival Exporter SurgeLink: HHS Rolls Out First-Year State Allocations for $10B Rural Health           Transformation ProgramLink: USDA Seeks Overhaul of…

From Step 2 To STAX: How Brazil’s WTO Cotton Fight Reshaped U.S. Policy — And Helped a Rival Exporter Surge Brazil’s WTO cotton case reshaped U.S. policy — and global competition Brazil’s successful challenge to the U.S. cotton “Step 2” subsidy regime (and related supports) forced Washington to rework cotton policy over the next decade.…

HHS Rolls Out First-Year State Allocations for $10B Rural Health Transformation Program Funding tied to rural population, health outcomes, and nutrition policy as Trump administration seeks to blunt Medicaid cut impacts The Health and Human Services Department on Monday released state-by-state allocations for the first year of the $10 billion Rural Health Transformation Program, a…

USDA Seeks Overhaul of Foreign Farmland Disclosure Rules Amid Security Concerns Agency opens comment period on modernizing AFIDA reporting as foreign ownership rises and gaps emerge in tracking, verification, and national-security oversight USDA opened an advance notice of proposed rulemaking (link) to revisit and potentially tighten reporting requirements under the Agricultural Foreign Investment Disclosure Act…

Treasury/IRS Slow Walk on 45Z Guidance Creates Uncertainty for 2025 and Beyond U.S. soybean market 2025, outlook for 2026: Big supplies, choppy demand — and biofuels took the wheel | Bioceanic Railway takes shape as China and Brazil push $18.5b Atlantic-Pacific link LINKS  Link: Outlook: Brazil’s Farm Boom is Rewriting Global Grain Trade —          and Squeezing…

Outlook: Brazil’s Farm Boom is Rewriting Global Grain Trade — and Squeezing U.S. Export Share How Brazil scaled faster, cheaper, and more reliably — and what U.S. agriculture can do (now) to keep competing Brazil’s agricultural rise isn’t a single “record harvest” story. It’s a durable competitiveness story built on (1) relentless acreage expansion and double cropping, (2) rapid technology…