Ag Bull Intel
Clear, concise market insights tailored for ag professionals. Stay ahead with expert analysis, cash trends, futures commentary, webinars and actionable updates that help you make confident decisions—without the noise.
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Oil Surge Fuels Inflation Concerns, Delays Fed Rate-Cut Expectations
Oil Surge Fuels Inflation Concerns, Delays Fed Rate-Cut Expectations U.S.to push corn, other crops and meats as part of Trump/Xi talks LINKS Link: Hormuz Closure Raises Risk of a Global Fertilizer Shock Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Stephen Vaden) Link: Audio: Wiesemeyer’s Perspectives, March 6 (Vaden interview) Updates: Policy/News/Markets, March 13, 2026 UP FRONT TOP…
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Hormuz Closure Raises Risk of a Global Fertilizer Shock
Hormuz Closure Raises Risk of a Global Fertilizer Shock An NDSU report warns a prolonged Strait of Hormuz closure could disrupt fertilizer trade, tighten phosphate and nitrogen supplies, and raise input costs for U.S. farmers In a March 2026 Agricultural Trade Monitor (link), Shawn Arita, Rwit Chakravorty, Jiyeon Kim, Wuit Yi Lwin, and Sandro Steinbach…
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Hormuz Shutdown Threat Deepens as U.S. Holds Back Tanker Escorts
Hormuz Shutdown Threat Deepens as U.S. Holds Back Tanker Escorts USTR opens sweeping Section 301 overcapacity probes | RFS update rumors | Year-round E15 a no-go on Farm Bill 2.0 LINKS Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Stephen Vaden) Link: Audio: Wiesemeyer’s Perspectives, March 6 (Vaden interview) Updates: Policy/News/Markets, March 12, 2026 UP FRONT TOP…
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Iran War Oil Markets, Impacts Accelerate
Iran War Oil Markets, Impacts Accelerate Diesel price surge gets Washington’s attention | Senate GOP pushes more ag aid | Stagflation? | RFS Set 2 meetings build ahead of final EPA rule LINKS Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Stephen Vaden) Link: Audio: Wiesemeyer’s Perspectives, March 6 (Vaden interview) Updates: Policy/News/Markets, March 11, 2026 UP…
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Fertilizer & Commodity Markets Jolt as Iran War Scrambles Global Supply Chains; End in Sight
Fertilizer & Commodity Markets Jolt as Iran War Scrambles Global Supply Chains; End in Sight Update on Trump/Xi summit | Slow-going for California and E15 | Potential strike at JBS Greeley plant LINKS Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Stephen Vaden) Link: Audio: Wiesemeyer’s Perspectives, March 6 (Vaden interview) Updates: Policy/News/Markets, March 10, 2026 UP…
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Oil Prices Surge as G7 Weighs Emergency Oil Reserve Release
Oil Prices Surge as G7 Weighs Emergency Oil Reserve Release Iran wants to raise costs of conflict high enough that Trump would seek to end operation early LINKS Link: Oil Surges Past $100 as Iran War EscalatesLink: The Week Ahead, March 8: Where’s Year-Round E15 Legislation?Link: Weekend Updates, March 7: USDA’s Vaden on Coming RVO/RFS: ‘Most…
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Oil Surges Past $100 as Iran War Escalates
Oil Surges Past $100 as Iran War Escalates Rising crude prices signal growing supply disruptions and renewed inflation risks for the global economy Global oil prices climbed above $100 per barrel for the first time since 2022 on Sunday as the expanding conflict involving Iran rattled energy markets and threatened a key global shipping route.…
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Where’s Year-Round E15 Legislation?
Where’s Year-Round E15 Legislation? Is another farmer aid package needed? The debate begins LINKS Link: Weekend Updates, March 7Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Secretary Stephen Vaden) Link: Audio: Wiesemeyer’s Perspectives, March 6 (Vaden interview) The Week Ahead: March 8, 2026 UP FRONT TOP STORIES — Debate begins: Is another farmer aid package necessary?Senate GOP leaders —…
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USDA’s Vaden on Coming RVO/RFS: ‘Most Pro-Biofuels Rule any Administration of Any Party Has Put Out’
USDA’s Vaden on Coming RVO/RFS: ‘Most Pro-Biofuels Rule any Administration of Any Party Has Put Out’ Oil traders warn $100 crude is near if Iran war continues | USDA issues technical corrections to disaster relief and Dairy Margin Coverage rules LINKS Link: Video: Wiesemeyer’s Perspectives, March 6 (Interview with USDA Deputy Secretary Stephen Vaden) Link: Audio: Wiesemeyer’s Perspectives,…
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Vaden on the State of U.S. Agriculture
Vaden on the State of U.S. Agriculture USDA Deputy Secretary Stephen Vaden discusses fertilizer concentration, China trade, sugar policy, farm aid, USDA data, reorganization, biofuels, CCC limits, screwworm, cattle markets, and why he sees momentum building for U.S. agriculture In an extended interview Friday afternoon, March 6, USDA Deputy Secretary Stephen Vaden offered a detailed…
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