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  • Before the Bell with Mike Sands

    Before the Bell with Mike Sands

  • Black Sea Squeeze Turns Into Demand Destruction

    Black Sea Squeeze Turns Into Demand Destruction

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 08, 2026   |   SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE  |  BLACK SEA GRAIN Black Sea Squeeze Turns Into Demand Destruction Saudi Arabia walks away from a half-million-ton wheat tender, Danube freight to Egypt nears $100 a ton, Latvia moves to tax Russia’s Baltic escape route and Russian shipowners plead force majeure…

  • Wetter Forecast Offers Crop Relief as Heat Eases

    Wetter Forecast Offers Crop Relief as Heat Eases

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY TUESDAY, SEPTEMBER 8, 2026   |   SPECIAL REPORT & ANALYSIS WEATHER & MARKETS  |  CROP OUTLOOK Wetter Forecast Offers Crop Relief as Heat Eases Late soybeans and wheat planting could benefit, but harvest delays loom Analysis  ·  September 8, 2026 A wetter turn in the U.S. forecast compared with Friday’s outlook could ease stress on late-developing…

  • Labor Day Gasoline Sets Record as Diesel Squeezes Farmers

    Labor Day Gasoline Sets Record as Diesel Squeezes Farmers

    Labor Day Gasoline Sets Record as Diesel Squeezes Farmers Wright plays down export curbs as diesel nears $5.90 | Trump’s beef import plan raises questions about advice and savings LINKS  Link: Black Sea Grain Trade Recovers Unevenly as Freight Costs MountLink: Greer Defends Tariffs, Warns Canada and Signals China         Farm OpeningsLink: Week Ahead (Sept. 7-11):…

  • Black Sea Grain Trade Recovers Unevenly as Freight Costs Mount

    Black Sea Grain Trade Recovers Unevenly as Freight Costs Mount

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY MONDAY, SEPTEMBER 07, 2026   |   SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE  |  BLACK SEA GRAIN TRADE Black Sea Grain Trade Recovers Unevenly as Freight Costs Mount Ukraine’s rebound and Russia’s rerouting leave exports costly and uncertain Analysis  ·  September 7, 2026 Ukraine is moving more grain through alternative export routes, but sharply higher freight costs…

  • Greer Defends Tariffs, Warns Canada and Signals China Farm Openings

    Greer Defends Tariffs, Warns Canada and Signals China Farm Openings

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY SUNDAY, SEPTEMBER 6, 2026   |   SPECIAL REPORT & ANALYSIS TRADE POLICY  |  GREER FT INTERVIEW Greer Defends Tariffs, Warns Canada and Signals China Farm Openings FT interview points to selective deals and continued trade friction Analysis  ·  September 6, 2026 U.S. Trade Representative Jamieson Greer defended President Donald Trump’s tariff strategy, warned of a likely…

  • Week Ahead: Inflation and USDA Test Markets as Trade Deadlines Arrive

    Week Ahead: Inflation and USDA Test Markets as Trade Deadlines Arrive

    POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY SUNDAY, SEPTEMBER 6, 2026   |   SPECIAL REPORT & ANALYSIS WEEK AHEAD  |  SEPTEMBER 7–11, 2026 Week Ahead: Inflation and USDA Test Markets as Trade Deadlines Arrive Canada tariffs, Mexico cattle flows and China preparations sharpen the stakes Week of September 7–11, 2026 All U.S. release times Eastern; international events use…

  • Agriculture’s Fall Outlook: Policy, Markets and the Midterms

    Agriculture’s Fall Outlook: Policy, Markets and the Midterms

    AGRICULTURE’S FALL OUTLOOK  |  SEPTEMBER 5, 2026 POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY SATURDAY, SEPTEMBER 5, 2026   |   SPECIAL REPORT & ANALYSIS SPECIAL REPORT  |  FALL OUTLOOK Agriculture’s Fall Outlook: Policy, Markets and the Midterms Trade, energy costs and Washington decisions shape the farm outlook Analysis  ·  September 5, 2026 This report distinguishes enacted policy from proposals, announced targets from firm deadlines, and…

  • U.S. Strikes Iranian Oil Tankers as Conflict Moves Closer to Kharg

    U.S. Strikes Iranian Oil Tankers as Conflict Moves Closer to Kharg

    U.S. Strikes Iranian Oil Tankers as Conflict Moves Closer to Kharg Putin pauses Kyiv strikes as U.S. envoys launch new peace push; Ukraine talks about cease fire LINKS  Link: Xi Visit Could Turn China’s Farm Pledges Into Real DemandLink: Trump Cattle Package Opens Reviews on MCOOL, Wolves,         Packers and ProcessingLink: Judge Lets USDA Reorganization Proceed…

  • Xi Visit Could Turn China’s Farm Pledges Into Real Demand

    Xi Visit Could Turn China’s Farm Pledges Into Real Demand

    POLICY  •  NEWS  •  MARKETS AG POLICY & MARKETS DAILY SATURDAY, SEPTEMBER 5, 2026   |   SPECIAL REPORT & ANALYSIS SPECIAL REPORT  |  U.S./CHINA TRADE Xi Visit Could Turn China’s Farm Pledges Into Real Demand Ending the 10% levies is the key to restoring U.S. competitiveness. Analysis  ·  September 5, 2026 The most important agricultural outcome from Chinese President Xi Jinping’s planned Washington visit will not…

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This communication is a solicitation for entering into derivatives transactions. It is for clients, affiliates, and associates of Nesvick Trading Group, LLC only. The information contained herein has been taken from trade and statistical services and other sources we believe are reliable. Opinions reflect judgments at this date and are subject to change without notice. These materials represent the opinions and viewpoints of the author and do not necessarily reflect the opinions or trading strategies of Nesvick Trading Group LLC and its subsidiaries. Nesvick Trading Group, LLC does not guarantee that such information is accurate or complete and it should not be relied upon as such.

Officers, employees, and affiliates of Nesvick Trading Group, LLC may or may not, from time to time, have long or short positions in, and buy or sell, the securities and derivatives (for their own account or others), if any, referred to in this commentary. There is 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.