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Russia and China Tighten Diesel Supply, Raising Stakes for Trump
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY THURSDAY, OCTOBER 1, 2026 | SPECIAL REPORT & ANALYSIS ENERGY POLICY | DIESEL SUPPLY & FARM COSTS Russia and China Tighten Diesel Supply, Raising Stakes for Trump Export curbs heighten farm-cost risks as Washington presses Europe for relief Analysis · October 1, 2026 Russia’s diesel cutoff and China’s renewed…
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McKinsey: The Energy Transition Has Become an Energy Expansion
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY THURSDAY, OCTOBER 1, 2026 | SPECIAL REPORT & ANALYSIS SPECIAL REPORT | GLOBAL ENERGY OUTLOOK McKinsey: The Energy Transition Has Become an Energy Expansion The consulting firm’s Global Energy Perspective 2026 finds oil, gas, coal and renewables all grew last year, names the grid as the system’s…
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Why USDA Corn Stocks Reports Keep Catching the Market Off Guard
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY THURSDAY, OCTOBER 1, 2026 | SPECIAL REPORT & ANALYSIS MARKET PERSPECTIVE | CORN STOCKS Why USDA Corn Stocks Reports Keep Catching the Market Off Guard Usage uncertainty and crop-revision bets can produce surprises in either direction Analysis · October 1, 2026 USDA’s Sept. 30 Grain Stocks report delivered a…
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CRP Enrollment Freezes as Farm Bill Authority Expires
CRP Enrollment Freezes as Farm Bill Authority Expires Global bond rout deepens as U.S. 10-year yield hits 24-year high LINKS Link: U.S. Harvest Window Opens as Brazil Faces Uneven Planting RainsLink: USDA Rewrites REAP, Requiring Farmers to Build Before Seeking GrantsLink: Judge Extends USDA Relocation Pause as Spending Fight Threatens OverhaulLink: Ten Reasons for Optimism…
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U.S. Harvest Window Opens as Brazil Faces Uneven Planting Rains
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY THURSDAY, OCTOBER 1, 2026 | SPECIAL REPORT & ANALYSIS WEATHER & MARKETS | U.S. HARVEST AND BRAZIL PLANTING U.S. Harvest Window Opens as Brazil Faces Uneven Planting Rains Dry weather favors U.S. fieldwork; Brazil faces both dryness and excess rain Analysis · October 1, 2026 A major shift toward…
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AgBull Morning Summary 10/1/26
🌦️ Weather 🌾 Grains (Summarized from original analysis by Zachary Davis). 🐄 Livestock (Summarized from original analysis by Zachary Davis). 📊 Macro/Financials (Summarized from original analysis by Zachary Davis). 📅 Today’s Calendar (CT) Tommy Grisafi Nesvick Trading Group, LLC 401 Commerce Street, Suite 930 Nashville, TN 37219 615-988-1882 tommyg@nesvick.com Disclaimer: Futures trading involves risk of…
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USDA Rewrites REAP, Requiring Farmers to Build Before Seeking Grants
POLICY • NEWS • MARKETS AG POLICY & MARKETS DAILY WEDNESDAY, SEPTEMBER 30, 2026 | SPECIAL REPORT & ANALYSIS ENERGY POLICY | USDA REAP OVERHAUL USDA Rewrites REAP, Requiring Farmers to Build Before Seeking Grants Smaller grants and tighter solar rules shift financing risk to applicants Analysis · September 30, 2026 USDA is fundamentally restructuring the Rural Energy for…
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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.
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