Ag Bull Intel
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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Fed Beige Book: A Two-Speed Farm Economy, With Livestock Strong and Crops Strained
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 02, 2026 | SPECIAL REPORT & ANALYSIS SPECIAL REPORT & ANALYSIS | FED BEIGE BOOK Fed Beige Book: A Two-Speed Farm Economy, With Livestock Strong and Crops Strained Drought, input costs and tightening farm credit temper the lift from firmer prices and strong protein demand Analysis · September 2, 2026 Higher grain prices…
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Diesel Gets a Small Reprieve, but Refinery Slack Is Nearly Gone
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 2, 2026 | SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE | DIESEL SUPPLY Diesel Gets a Small Reprieve, but Refinery Slack Is Nearly Gone EIA shows a surprise build as East Coast distillate stocks hit a record low Analysis · September 2, 2026 Wednesday’s U.S. petroleum report delivered the first meaningful break in the…
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Grains Retreat from Rally Highs as Crop Estimates Move Center Stage
Grains Retreat from Rally Highs as Crop Estimates Move Center Stage U.S./Iran update | New screwworm case highlights fragile cattle border reopening | Carney tells U.S. to ‘stop doing memes’ as trade fight turns personal LINKS Link: EPA SRE Notice Omits Reallocation, Putting Focus on October RulemakingLink: House Clears CR, but Democratic Defections Rescue Johnson’s Floor…
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AgBull Morning Summary 9/2/2026
🌤️ Weather 🌾 Grains 🐄 Livestock 💰 Macro/Financials 📅 Today’s Calendar (CT) Tommy Grisafi Nesvick Trading Group, LLC 401 Commerce Street, Suite 930 Nashville, TN 37219 615-988-1882 (office) tommyg@nesvick.com Disclaimer : Futures trading involves risk of loss and is not suitable for everyone
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EPA SRE Notice Omits Reallocation, Putting Focus on October Rulemaking
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 2, 2026 | SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE | RFS SMALL REFINERY EXEMPTIONS EPA SRE Notice Omits Reallocation, Putting Focus on October Rulemaking The omission is procedural, but timing could push most added RINs into 2027 Analysis · September 2, 2026 EPA’s formal Federal Register notice (link) published Wednesday, Sept. 2, does…
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House Clears CR, but Democratic Defections Rescue Johnson’s Floor Agenda
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 2, 2026 | SPECIAL REPORT & ANALYSIS POLICY ANALYSIS | GOVERNMENT FUNDING House Clears CR, but Democratic Defections Rescue Johnson’s Floor Agenda Two Democrats rescued a GOP rule after conservatives revolted over the CR Analysis · September 2, 2026 The House on Tuesday overwhelmingly approved a continuing resolution (CR) that effectively removes the…
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Ukraine Grain Trade Told to Plan for Odesa Ports to Stay Shut Into Winter
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 2, 2026 | SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE | BLACK SEA LOGISTICS Ukraine Grain Trade Told to Plan for Odesa Ports to Stay Shut Into Winter December-January assumption turns a logistics crisis into a 2027 crop threat Analysis · September 2, 2026 Ukraine’s grain export crisis is moving into a more consequential…
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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.